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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 %
BAM
401
Burgundy Asset Management
Ontario, Canada
$50.7M -$1.05M -2,934 -2%
GT
402
Greenleaf Trust
Michigan
$50.5M -$951K -2,667 -2%
Wealthfront Advisers
403
Wealthfront Advisers
California
$50.4M +$1.59M +4,454 +3%
CCB
404
Cutter & Co Brokerage
Missouri
$50.2M -$994K -2,786 -2%
AZ
405
Aquamarine Zurich
Switzerland
$50.1M
PCM
406
Parsons Capital Management
Rhode Island
$49.8M +$106K +296 +0.2%
LAM
407
Lountzis Asset Management
Pennsylvania
$49.7M -$584K -1,637 -1%
NPF
408
Norris Perne & French
Michigan
$49.5M -$136K -381 -0.3%
MJRIC
409
Mogy Joel R Investment Counsel
California
$49.5M -$1.42M -3,970 -3%
SDIC
410
South Dakota Investment Council
South Dakota
$48.9M -$1.86M -5,220 -4%
PWP
411
Perfromance Wealth Partners
Illinois
$48.7M +$8.23M +23,066 +20%
BBVA
412
Banco Bilbao Vizcaya Argentaria
Spain
$48.6M +$5.06M +14,175 +12%
WA
413
Waverly Advisors
Alabama
$47.6M +$40.3M +113,083 +555%
Daiwa Securities Group
414
Daiwa Securities Group
Japan
$47.4M +$3.47M +9,737 +8%
Pacer Advisors
415
Pacer Advisors
Pennsylvania
$47.2M +$5.91M +16,561 +14%
MGIA
416
Moneta Group Investment Advisors
Missouri
$46.7M +$732K +2,051 +2%
PCIA
417
Prime Capital Investment Advisors
Kansas
$46.5M +$9M +25,234 +24%
WF
418
Welch & Forbes
Massachusetts
$46M -$1.65M -4,621 -3%
LI
419
Lafayette Investments
Maryland
$46M -$236K -663 -0.5%
RG
420
Retirement Group
California
$45.8M +$187K +523 +0.4%
FT
421
Fiduciary Trust
Massachusetts
$45.4M -$137K -385 -0.3%
EH
422
Equitable Holdings
New York
$45.1M +$9.64M +27,032 +27%
DJSG
423
D.J. St. Germain
Massachusetts
$44.9M +$167K +468 +0.4%
IC
424
IEQ Capital
California
$44.8M +$1.57M +4,392 +4%
SFM
425
Stack Financial Management
Montana
$44.8M -$723K -2,027 -2%