BRK.B icon

Berkshire Hathaway Class B

3,890 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, 1,392 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,890
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
1,392
Closed
84
Calls
$6.58B
Puts
$4.2B
Net Calls
+$2.38B
Net Calls Change
-$191M
Name Holding Trade Value Shares
Change
Shares
Change %
NA
351
NewEdge Advisors
Louisiana
$60M +$4.56M +12,557 +8%
MIM
352
Miller Investment Management
Pennsylvania
$59.8M -$194K -543 -0.3%
SCI
353
S&CO Inc
Massachusetts
$59.3M -$193K -542 -0.3%
RC
354
Roundview Capital
New Jersey
$59.3M -$702K -1,967 -1%
CK
355
Cohen Klingenstein
New York
$59.1M
PGFC
356
Peapack-Gladstone Financial Corp
New Jersey
$58.9M -$982K -2,752 -2%
JCM
357
Jacobi Capital Management
Pennsylvania
$58.5M -$1.89M -5,309 -3%
ACI
358
Alpha Cubed Investments
California
$58.3M +$5.68M +15,920 +11%
TBC
359
Tweedy, Browne Co
Connecticut
$57.9M -$938K -2,630 -2%
KPWS
360
Kestra Private Wealth Services
Texas
$57.6M +$7M +19,627 +14%
IGGA
361
Iron Gate Global Advisors
Utah
$57.5M +$1.71M +4,803 +3%
CFB
362
Cullen/Frost Bankers
Texas
$57.2M -$4.19M -11,744 -7%
CA
363
Cetera Advisors
Colorado
$56.9M +$604K +1,694 +1%
Lido Advisors
364
Lido Advisors
California
$56.7M +$4.93M +13,832 +10%
Luther King Capital Management (LKCM)
365
Luther King Capital Management (LKCM)
Texas
$56.4M +$4.86M +13,638 +9%
AM
366
AGF Management
Ontario, Canada
$56.3M +$36.1M +101,277 +179%
1832 Asset Management
367
1832 Asset Management
Ontario, Canada
$56.1M -$286M -802,842 -84%
MAM
368
Martingale Asset Management
Massachusetts
$56M -$460K -1,291 -0.8%
TRSOTSOK
369
Teachers Retirement System of the State of Kentucky
Kentucky
$55.8M -$2.08M -5,822 -4%
BBI
370
Baxter Bros Inc
Connecticut
$55.8M -$405K -1,135 -0.7%
IFS
371
Intelligent Financial Strategies
Minnesota
$55.8M +$307K +860 +0.6%
CAI
372
Capital Advisors Inc
Oklahoma
$55.6M -$713K -1,998 -1%
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$55.3M -$2.35M -6,592 -4%
PCH
374
Polar Capital Holdings
United Kingdom
$55.2M -$736K -2,064 -1%
MVIP
375
Mar Vista Investment Partners
California
$54.9M -$3.1M -8,683 -5%