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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 %
MIM
3651
Montgomery Investment Management
Maryland
$248K
DMC
3652
Drexel Morgan & Co
Pennsylvania
$247K +$247K +693 New
SA
3653
Scarborough Advisors
Maryland
$247K -$5.71K -16 -2%
TF
3654
Threadgill Financial
Texas
$246K +$246K +691 New
BSAM
3655
Blue Square Asset Management
New York
$246K
TF
3656
Talbot Financial
Washington
$246K +$17.8K +50 +8%
HFS
3657
Hoge Financial Services
Pennsylvania
$245K +$245K +687 New
WAM
3658
WealthTrust Asset Management
Florida
$245K +$245K +687 New
BMC
3659
Bear Mountain Capital
Washington
$244K +$244K +677 New
MWA
3660
Mills Wealth Advisors
Texas
$244K +$5.35K +15 +2%
DACG
3661
Donor Advised Charitable Giving
California
$244K
PAM
3662
Peninsula Asset Management
Florida
$243K
Legacy Financial Group (Iowa)
3663
Legacy Financial Group (Iowa)
Iowa
$243K -$3.41M -9,573 -93%
IIM
3664
Ironwood Investment Management
Massachusetts
$243K
SWM
3665
Seed Wealth Management
Illinois
$242K
APW
3666
Acima Private Wealth
Virginia
$242K
SVCF
3667
Silicon Valley Community Foundation
California
$241K
CPG
3668
Cornerstone Planning Group
New Jersey
$240K +$1.07K +3 +0.4%
SPI
3669
Santori & Peters Inc
Pennsylvania
$240K
ISWM
3670
Independent Solutions Wealth Management
New York
$239K +$25.3K +71 +12%
GKIM
3671
GW&K Investment Management
Massachusetts
$239K +$17.5K +49 +8%
JA
3672
JVL Associates
Michigan
$239K +$35.3K +99 +17%
DA
3673
Drake & Associates
Wisconsin
$238K
WHCI
3674
W.H. Cornerstone Investments
Massachusetts
$238K -$3.93K -11 -2%
CWM
3675
Cahill Wealth Management
Michigan
$238K