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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 %
ASG
3726
Ariston Services Group
California
$219K +$219K +613 New
PWM
3727
Pacific Wealth Management
California
$218K
RIM
3728
Reliant Investment Management
Tennessee
$217K +$713 +2 +0.3%
TW
3729
Towerpoint Wealth
California
$216K
LD
3730
Lipe & Dalton
New York
$216K
PWA
3731
PCG Wealth Advisors
Kansas
$216K
KWM
3732
Kaydan Wealth Management
Michigan
$215K
BA
3733
Brightwater Advisory
Florida
$215K +$215K +603 New
PA
3734
PSI Advisors
Florida
$215K
O3W
3735
Omni 360 Wealth
New Jersey
$215K +$215K +601 New
MCG
3736
McCollum Christoferson Group
New York
$214K -$64.2K -180 -23%
NME
3737
Notis-McConarty Edward
$214K
IIA
3738
Integral Investment Advisors
California
$213K -$46.4K -130 -18%
GG
3739
GenWealth Group
New Jersey
$213K +$213K +596 New
PAG
3740
Paladin Advisory Group
Iowa
$211K -$100K -281 -32%
HPFG
3741
Hart & Patterson Financial Group
Massachusetts
$211K +$211K +592 New
IPW
3742
Invictus Private Wealth
Colorado
$211K -$10.7K -30 -5%
NCM
3743
Narwhal Capital Management
Georgia
$211K +$1.43K +4 +0.7%
DR
3744
Davis Rea
Ontario, Canada
$210K -$111K -311 -35%
TBC
3745
Ted Buchan & Co
California
$210K +$210K +590 New
MFP
3746
Meridian Financial Partners
Virginia
$210K +$210K +579 New
VRM
3747
Vectors Research Management
New York
$210K +$210K +590 New
MWM
3748
MinichMacGregor Wealth Management
New York
$210K -$4.64K -13 -2%
BIA
3749
Barry Investment Advisors
Massachusetts
$208K +$208K +584 New
CAM
3750
Clarity Asset Management
Iowa
$208K +$208K +584 New