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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 %
FFL
3701
Financial Freedom LLC
Ohio
$228K
NFG
3702
Northeast Financial Group
Pennsylvania
$228K
AFS
3703
AFG Fiduciary Services
Massachusetts
$228K
EBT
3704
Enterprise Bank & Trust
Massachusetts
$227K -$13.6K -38 -6%
GAM
3705
Garrison Asset Management
Arkansas
$226K +$226K +633 New
LA
3706
LPF Advisors
Florida
$225K +$225K +632 New
DWA
3707
Delap Wealth Advisory
Oregon
$225K +$225K +632 New
SEEDPG
3708
S.E.E.D. Planning Group
New York
$224K +$3.57K +10 +2%
RFA
3709
ROI Financial Advisors
Oregon
$224K +$224K +629 New
BO
3710
Bank OZK
Arkansas
$224K +$2.5K +7 +1%
AA
3711
ACT Advisors
North Carolina
$224K +$224K +627 New
IRC
3712
Investors Research Corp
Georgia
$223K
LWMNY
3713
Landmark Wealth Management (New York)
New York
$223K
AWM
3714
Avondale Wealth Management
Texas
$223K
SWAG
3715
Spectrum Wealth Advisory Group
California
$223K
SF
3716
SWP Financial
California
$223K +$223K +625 New
RWM
3717
Reston Wealth Management
Virginia
$223K -$3.57K -10 -2%
WAM
3718
Weinberger Asset Management
California
$222K +$222K +623 New
CI
3719
Ceera Investments
Texas
$222K
SRWM
3720
Shira Ridge Wealth Management
California
$221K
NFA
3721
Northern Financial Advisors
Michigan
$220K -$383K -1,075 -64%
TC
3722
Tenret Company
Florida
$220K +$220K +616 New
IA
3723
IFS Advisors
Kansas
$220K
BCFS
3724
Butensky & Cohen Financial Security
Florida
$219K +$9.99K +28 +5%
BB
3725
Berkshire Bank
Massachusetts
$219K