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Berkshire Hathaway Class B

3,891 hedge funds and large institutions have $312B invested in Berkshire Hathaway Class B in 2023 Q4 according to their latest regulatory filings, with 411 funds opening new positions, 1,523 increasing their positions, 1,393 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,891
Holders Change
+267
Holders Change %
+7.37%
% of All Funds
57.04%
Holding in Top 10
652
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-6.46%
% of All Funds
9.56%
New
411
Increased
1,523
Reduced
1,393
Closed
84
Calls
$6.58B
Puts
$4.2B
Net Calls
+$2.38B
Net Calls Change
-$191M
Name Holding Trade Value Shares
Change
Shares
Change %
PDM
3601
Penn Davis McFarland
Texas
$270K
BC
3602
Barrett & Company
Rhode Island
$270K -$6.42K -18 -2%
RWM
3603
RBA Wealth Management
California
$269K -$2.14K -6 -0.8%
HWMA
3604
Heritage Wealth Management (Arizona)
Arizona
$269K +$269K +755 New
LRIC
3605
Long Road Investment Counsel
Michigan
$269K
PWP
3606
Phillips Wealth Planners
Mississippi
$268K -$6.89K -19 -3%
CIP
3607
Capital Insight Partners
Arizona
$267K -$71.3K -200 -21%
Mawer Investment Management
3608
Mawer Investment Management
Alberta, Canada
$267K
KCM
3609
Kendall Capital Management
Maryland
$267K +$267K +748 New
PSC
3610
Portman Square Capital
United Kingdom
$266K +$266K +747 New
OBWP
3611
O'Brien Wealth Partners
Massachusetts
$266K +$13.2K +37 +5%
AAA
3612
Adams Asset Advisors
Texas
$265K
GCP
3613
GSA Capital Partners
United Kingdom
$264K +$264K +740 New
RK
3614
Rather & Kittrell
Tennessee
$263K
SRSA
3615
S.R. Schill & Associates
Washington
$262K -$152K -425 -37%
MWS
3616
Maxwell Wealth Strategies
California
$261K +$261K +733 New
AIM
3617
Aigen Investment Management
New York
$261K +$261K +733 New
HIP
3618
Harrell Investment Partners
Texas
$261K
PD
3619
Planning Directions
Pennsylvania
$261K +$2.5K +7 +1%
MGWA
3620
Monument Group Wealth Advisors
Massachusetts
$261K +$261K +731 New
CCP
3621
Clough Capital Partners
Massachusetts
$260K
TFCP
3622
Twin Focus Capital Partners
Massachusetts
$260K +$357 +1 +0.1%
SPP
3623
Single Point Partners
Massachusetts
$260K -$9.29K -26 -3%
LI
3624
LVZ Inc
Michigan
$260K
SWM
3625
Shakespeare Wealth Management
Wisconsin
$260K