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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 %
BSW
476
Buckingham Strategic Wealth
Missouri
$38.6M +$61K +171 +0.2%
CIA
477
Citadel Investment Advisory
Ohio
$38.5M -$21.8K -61 -0.1%
CS
478
Cannell & Spears
New York
$38.4M +$290K +813 +0.8%
DILIC
479
Dai-ichi Life Insurance Company
Japan
$38.3M -$877K -2,459 -2%
SC
480
SouthState Corp
Florida
$38.3M +$1.57M +4,406 +4%
CANC
481
Culbertson A N & Co
Virginia
$38.3M +$93.1K +261 +0.2%
ICP
482
Ironvine Capital Partners
Nebraska
$38.2M -$2.29M -6,416 -6%
CLOS
483
Compagnie Lombard Odier SCmA
Switzerland
$38.2M +$6.41M +17,966 +20%
N
484
Natixis
France
$38.1M -$5.27M -14,777 -12%
HWM
485
HB Wealth Management
Georgia
$37.5M +$1.16M +3,245 +3%
UH
486
Unigestion Holding
Switzerland
$37.3M +$1.7M +4,765 +5%
PIC
487
Portland Investment Counsel
Ontario, Canada
$37.2M -$37.1K -104 -0.1%
CIG
488
Cullen Investment Group
Louisiana
$37M +$37M +103,767 New
GA
489
Gateway Advisory
New Jersey
$37M +$15.4M +43,253 +72%
AA
490
Ancora Advisors
Ohio
$36.9M -$138K -388 -0.4%
SWA
491
SFMG Wealth Advisors
Texas
$36.7M -$260K -730 -0.7%
BMSSC
492
B. Metzler seel. Sohn & Co
Germany
$36.4M +$412K +1,155 +1%
FMII
493
Farmers & Merchants Investments Inc
Nebraska
$36.4M -$152K -425 -0.4%
WTC
494
WhitTier Trust Company
Nevada
$36.1M -$146K -409 -0.4%
PTC
495
Philadelphia Trust Company
Pennsylvania
$36.1M -$222K -622 -0.6%
TPCM
496
Templeton & Phillips Capital Management
Tennessee
$36.1M -$608K -1,704 -2%
FRM
497
Foundation Resource Management
Arkansas
$35.9M -$861K -2,413 -2%
GD
498
Grandfield & Dodd
New York
$35.9M -$720K -2,020 -2%
MWM
499
Modera Wealth Management
New Jersey
$35.2M +$335K +938 +1%
RFC
500
Regions Financial Corp
Alabama
$34.9M +$2.87M +8,043 +9%