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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 %
HSWS
3626
Higgins & Schmidt Wealth Strategies
Colorado
$260K +$260K +728 New
GIM
3627
Grassi Investment Management
California
$259K
WFAG
3628
Worth Financial Advisory Group
North Carolina
$257K
CCA
3629
Conservest Capital Advisors
Pennsylvania
$256K -$25K -70 -9%
WAG
3630
Wallace Advisory Group
California
$255K -$1.05K -3 -0.4%
ACA
3631
American Capital Advisory
Idaho
$255K +$255K +714 New
PWP
3632
Precedent Wealth Partners
Texas
$254K +$254K +713 New
EWA
3633
Etesian Wealth Advisors
Oregon
$254K
VFIC
3634
Valley Forge Investment Consultants
Pennsylvania
$254K
OFG
3635
OmniStar Financial Group
North Carolina
$253K -$35.7K -100 -12%
VPP
3636
Vertex Planning Partners
Illinois
$253K +$253K +709 New
RWM
3637
Refined Wealth Management
Utah
$252K
HAM
3638
Harmony Asset Management
Arizona
$252K +$252K +705 New
SGWM
3639
Sterling Group Wealth Management
California
$251K +$251K +705 New
BWM
3640
Biltmore Wealth Management
Arizona
$251K +$357 +1 +0.1%
DA
3641
DSC Advisors
Illinois
$251K +$12.8K +36 +5%
ARIS
3642
Advanced Research Investment Solutions
California
$251K +$36.7K +103 +17%
OPOWM
3643
One Plus One Wealth Management
Florida
$250K
EIA
3644
Eastover Investment Advisors
North Carolina
$250K
NEPPG
3645
New England Professional Planning Group
Rhode Island
$250K +$2.14K +6 +0.9%
OAP
3646
One Advisory Partners
Kansas
$250K
LBWM
3647
Left Brain Wealth Management
Illinois
$249K -$2.14K -6 -0.9%
DWM
3648
Darwin Wealth Management
Florida
$249K
EA
3649
Eudaimonia Advisors
Tennessee
$248K
RWG
3650
Regal Wealth Group
California
$248K