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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 %
RC
601
RBO & Co
California
$24.8M -$346K -971 -1%
LI
602
LMCG Investments
Massachusetts
$24.7M -$120K -337 -0.5%
AFG
603
Albion Financial Group
Utah
$24.7M +$327K +916 +1%
SC
604
Sierra Capital
Florida
$24.6M -$26.8K -75 -0.1%
KCM
605
Kanawha Capital Management
Virginia
$24.5M -$352K -986 -1%
MCM
606
Mill Capital Management
North Carolina
$24.5M -$529K -1,483 -2%
WM
607
WS Management
Florida
$24.3M
S
608
SignatureFD
Georgia
$24.2M +$831K +2,331 +4%
MPWT
609
MassMutual Private Wealth & Trust
Connecticut
$24.2M -$334K -937 -1%
MWM
610
Meridian Wealth Management
Kentucky
$24.2M -$22.8M -63,914 -48%
SC
611
Steginsky Capital
New York
$24.2M -$951K -2,667 -4%
FNBOO
612
First National Bank of Omaha
Nebraska
$24.2M -$9.08M -25,471 -27%
CAMG
613
CWA Asset Management Group
Florida
$24.1M +$474K +1,328 +2%
SSB
614
Sandy Spring Bank
Maryland
$24M +$2.62M +7,334 +12%
SFS
615
Sowell Financial Services
Arkansas
$24M +$300K +841 +1%
BCM
616
Becker Capital Management
Oregon
$24M +$120K +337 +0.5%
BMCM
617
Bryn Mawr Capital Management
Pennsylvania
$23.9M -$270K -758 -1%
SNB
618
Security National Bank
Nebraska
$23.9M +$1.1M +3,090 +5%
CIA
619
Choate Investment Advisors
Massachusetts
$23.8M +$1.55M +4,339 +7%
SI
620
Stephens Inc
Arkansas
$23.8M -$2.34M -6,554 -9%
DWM
621
Destination Wealth Management
California
$23.7M +$16.6M +46,636 +235%
MA
622
Menlo Advisors
California
$23.7M -$908K -2,545 -4%
SBWIC
623
Schaper Benz & Wise Investment Counsel
Wisconsin
$23.5M -$82K -230 -0.3%
OMC
624
Overbrook Management Corp
New York
$23.4M -$800K -2,244 -3%
BEAM
625
Baker Ellis Asset Management
Washington
$23.4M +$563K +1,579 +2%