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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 %
PFA
3751
Pathway Financial Advisors
Vermont
$207K
DW
3752
Durante & Waters
New York
$207K +$207K +580 New
BBP
3753
Banco BTG Pactual
Brazil
$207K +$207K +578 New
RFA
3754
RTD Financial Advisors
Pennsylvania
$207K
PWM
3755
Prosperity Wealth Management
California
$207K
OWM
3756
Orgel Wealth Management
Wisconsin
$206K +$206K +578 New
B
3757
Barings
North Carolina
$206K -$65.6K -184 -24%
CWA
3758
CM Wealth Advisors
Ohio
$206K -$85.6K -240 -29%
SFCL
3759
Strengthening Families & Communities LLC
Massachusetts
$205K
CP
3760
Castleview Partners
Texas
$205K +$20.3K +57 +11%
CBB
3761
Citizens Business Bank
California
$205K +$205K +574 New
JWM
3762
Jeppson Wealth Management
California
$204K
FBT
3763
First Bankers Trust
Kentucky
$204K
QCIG
3764
Quad-Cities Investment Group
Iowa
$204K +$204K +554 New
BFP
3765
Brewster Financial Planning
New York
$203K +$203K +570 New
WAM
3766
Walker Asset Management
Missouri
$203K +$203K +570 New
RA
3767
Regis Acquisition
Colorado
$202K +$202K +565 New
AFS
3768
Axiom Financial Strategies
Indiana
$201K +$201K +563 New
HKIMG
3769
Hutchens & Kramer Investment Management Group
Indiana
$200K -$140K -392 -41%
TC
3770
Touchstone Capital
Pennsylvania
$200K +$200K +561 New
RDIA
3771
RE Dickinson Investment Advisors
Iowa
$198K +$3.72K +384 +2%
TAM
3772
Tucker Asset Management
Colorado
$196K
JFG
3773
JDM Financial Group
Texas
$193K
SIA
3774
Sit Investment Associates
Minnesota
$190K
CWA
3775
Core Wealth Advisors
Florida
$187K +$37.8K +106 +25%