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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 %
First Trust Advisors
426
First Trust Advisors
Illinois
$44.6M +$30.7M +86,033 +221%
HWA
427
Heritage Wealth Advisors
Virginia
$44.5M -$2.18M -6,122 -5%
IMRF
428
Illinois Municipal Retirement Fund
Illinois
$43.9M +$19.1M +53,673 +77%
FCM
429
Fairholme Capital Management
Florida
$43.9M +$25.6M +71,685 +140%
HIMCH
430
Hartford Investment Management Co (HIMCO)
Connecticut
$43.7M -$603K -1,692 -1%
SCTC
431
Sanibel Captiva Trust Company
Florida
$43.6M +$43.6M +122,351 New
ECM
432
Elgethun Capital Management
South Dakota
$43.5M -$468K -1,312 -1%
ACM
433
Advisors Capital Management
New Jersey
$43.5M +$43.5M +121,935 New
MCM
434
MAI Capital Management
Ohio
$43.5M +$1.49M +4,167 +4%
VFA
435
Valeo Financial Advisors
Indiana
$43M +$719K +4,839 +2%
SSWM
436
Smith Salley Wealth Management
North Carolina
$42.9M +$1.31M +3,673 +3%
CA
437
CapWealth Advisors
Tennessee
$42.7M -$1.8M -5,050 -4%
AWM
438
Avior Wealth Management
Nebraska
$42.6M -$476K -1,336 -1%
SPIA
439
Steward Partners Investment Advisory
New York
$42.5M +$1.55M +4,343 +4%
PI
440
PGGM Investments
Netherlands
$42.4M +$15.5M +43,461 +58%
SDWIA
441
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$42.3M -$177K -497 -0.4%
Bank Julius Baer & Co
442
Bank Julius Baer & Co
Switzerland
$42.2M +$1.99M +5,583 +5%
TNB
443
Thomasville National Bank
Georgia
$41.9M -$1.46M -4,102 -3%
AIS
444
AM Investment Strategies
Tennessee
$41.6M -$715K -2,006 -2%
HIC
445
Harvey Investment Company
Kentucky
$41.5M +$27.5K +77 +0.1%
EOJOAM
446
E. Ohman J:or Asset Management
Sweden
$41.5M -$7.27M -20,377 -15%
SAM
447
Securian Asset Management
Minnesota
$41.1M -$5.58M -15,640 -12%
CBCM
448
Cook & Bynum Capital Management
Alabama
$41M
ZIG
449
Zurich Insurance Group
Switzerland
$40.9M -$103M -289,202 -72%
EMPI
450
Elo Mutual Pension Insurance
Finland
$40.7M +$2.05M +5,735 +5%