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Berkshire Hathaway Class B

3,914 hedge funds and large institutions have $312B invested in Berkshire Hathaway Class B in 2023 Q4 according to their latest regulatory filings, with 414 funds opening new positions, 1,530 increasing their positions, 1,401 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

393% more first-time investments, than exits

New positions opened: 414 | Existing positions closed: 84

57% more call options, than puts

Call options by funds: $6.58B | Put options by funds: $4.2B

7% more funds holding

Funds holding: 3,6443,914 (+270)

5% more capital invested

Capital invested by funds: $297B → $312B (+$15.6B)

2.16% more ownership

Funds ownership: 64.85%67.01% (+2.2%)

9% more repeat investments, than reductions

Existing positions increased: 1,530 | Existing positions reduced: 1,401

6% less funds holding in top 10

Funds holding in top 10: 703659 (-44)

Holders
3,914
Holders Change
+270
Holders Change %
+7.41%
% of All Funds
57.06%
Holding in Top 10
659
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-6.26%
% of All Funds
9.61%
New
414
Increased
1,530
Reduced
1,401
Closed
84
Calls
$6.58B
Puts
$4.2B
Net Calls
+$2.38B
Net Calls Change
-$191M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
51
First Manhattan
New York
$722M -$10.3M -29,336 -1%
LPL Financial
52
LPL Financial
California
$718M +$22.1M +62,825 +3%
Swedbank
53
Swedbank
Sweden
$714M +$4.5M +12,807 +0.6%
Capital Research Global Investors
54
Capital Research Global Investors
California
$698M -$94.4M -268,906 -12%
RCWMU
55
Rothschild & Co Wealth Management (UK)
United Kingdom
$695M -$47.2M -134,583 -6%
Ameriprise
56
Ameriprise
Minnesota
$693M -$432M -1,229,903 -39%
National Pension Service
57
National Pension Service
South Korea
$679M +$12.1M +34,575 +2%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$675M +$20.8M +59,246 +3%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$670M -$19.8M -56,386 -3%
Adage Capital Partners
60
Adage Capital Partners
Massachusetts
$665M +$69.3M +197,400 +12%
BBHC
61
Brown Brothers Harriman & Co
New York
$665M -$10.1M -28,744 -2%
Mitsubishi UFJ Asset Management
62
Mitsubishi UFJ Asset Management
Japan
$571M +$36M +102,542 +7%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$568M +$12M +34,067 +2%
GRQ
64
Gardner Russo & Quinn
Pennsylvania
$560M -$16.9M -48,164 -3%
MG
65
Markel Group
Virginia
$546M
LCOV
66
London Company of Virginia
Virginia
$545M -$28.8M -81,947 -5%
Chevy Chase Trust
67
Chevy Chase Trust
Maryland
$528M +$854K +2,432 +0.2%
CCM
68
Check Capital Management
California
$497M +$6.93M +19,754 +1%
CS
69
Credit Suisse
Switzerland
$484M -$3.03M -8,641 -0.6%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$477M +$14.4M +41,099 +3%
Citigroup
71
Citigroup
New York
$476M +$46M +131,011 +11%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$475M +$236M +673,790 +103%
Hudson Bay Capital Management
73
Hudson Bay Capital Management
Connecticut
$462M +$353M +1,005,000 +347%
Canada Life
74
Canada Life
Manitoba, Canada
$451M +$2.92M +8,305 +0.7%
Ensign Peak Advisors
75
Ensign Peak Advisors
Utah
$442M -$72M -205,078 -14%