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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 %
OPS
501
Orion Portfolio Solutions
Nebraska
$34.9M -$1.53M -4,146 -4%
BCI
502
Brinker Capital Investments
Pennsylvania
$34.9M -$1.53M -4,146 -4%
LC
503
Lincoln Capital
Nebraska
$34.9M -$222K -623 -0.6%
WP
504
WealthPLAN Partners
Nebraska
$34.8M +$690K +1,935 +2%
WWM
505
Western Wealth Management
Colorado
$34.7M -$75.6K -212 -0.2%
ACG
506
Allen Capital Group
Nebraska
$34.6M -$94.2K -264 -0.3%
RT
507
Rockland Trust
Massachusetts
$34.5M +$366K +1,026 +1%
PP
508
Prospector Partners
Connecticut
$34.4M +$32.1K +90 +0.1%
FSCM
509
Front Street Capital Management
Montana
$34.4M -$280K -785 -0.8%
AT
510
Avalon Trust
New Mexico
$34.3M +$164K +461 +0.5%
GJCM
511
Grand Jean Capital Management
California
$34.2M -$99.9K -280 -0.3%
ATN
512
AMF Tjänstepension
Sweden
$34.2M -$238M -667,268 -87%
Cetera Investment Advisers
513
Cetera Investment Advisers
Illinois
$34.1M +$1.3M +3,651 +4%
HCM
514
Hutchinson Capital Management
California
$34M +$661K +1,854 +2%
MGIA
515
Matthew Goff Investment Advisor
Texas
$34M -$171K -481 -0.5%
NIMI
516
Natixis Investment Managers International
France
$33.9M +$225K +630 +0.7%
NFG
517
Nations Financial Group
Iowa
$33.9M -$175K -490 -0.5%
EIM
518
Ervin Investment Management
Washington
$33.9M +$80.6K +226 +0.2%
MSR
519
Main Street Research
Connecticut
$33.8M +$10.8M +30,159 +47%
NMERB
520
New Mexico Educational Retirement Board
New Mexico
$33.8M
BIP
521
Brandes Investment Partners
California
$33.1M +$1.13M +3,169 +4%
ABC
522
Associated Banc-Corp
Wisconsin
$32.9M +$1.1M +3,071 +3%
TNA
523
True North Advisors
Texas
$32.8M -$575K -1,611 -2%
Envestnet Portfolio Solutions
524
Envestnet Portfolio Solutions
Illinois
$32.7M +$1.11M +3,105 +4%
JWA
525
JFS Wealth Advisors
Pennsylvania
$32.7M -$2.4M -6,734 -7%