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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
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$428M +$4.25M +12,115 +1%
Brown Advisory
77
Brown Advisory
Maryland
$425M +$860K +2,450 +0.2%
Toronto Dominion Bank
78
Toronto Dominion Bank
Ontario, Canada
$417M +$62.3M +177,608 +18%
Korea Investment Corp
79
Korea Investment Corp
South Korea
$400M +$18.6M +52,911 +5%
DSA
80
Davis Selected Advisers
Arizona
$392M -$5.82M -16,584 -1%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$388M +$1.18M +3,374 +0.3%
Osaic Holdings
82
Osaic Holdings
Arizona
$388M -$113M -322,505 -23%
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$387M -$385K -1,097 -0.1%
Fidelity International
84
Fidelity International
Bermuda
$384M -$13.7M -39,101 -4%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$379M -$42.6M -121,467 -10%
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$369M +$208M +592,609 +134%
APG Asset Management
87
APG Asset Management
Netherlands
$362M +$69.1M +196,907 +21%
TC
88
Tetrad Corporation
Nebraska
$357M
Royal London Asset Management
89
Royal London Asset Management
United Kingdom
$351M -$4.02M -11,453 -1%
Mariner
90
Mariner
Kansas
$349M +$18.5M +52,763 +6%
GBWM
91
Granite Bay Wealth Management
New Hampshire
$341M -$37.5M -106,861 -10%
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
$336M +$1.45M +4,145 +0.4%
RG
93
Rathbones Group
United Kingdom
$329M +$8.18M +23,308 +3%
Los Angeles Capital Management
94
Los Angeles Capital Management
California
$327M -$23.3M -66,242 -7%
Stifel Financial
95
Stifel Financial
Missouri
$324M +$4.65M +13,246 +1%
DWA
96
Douglass Winthrop Advisors
New York
$321M -$758K -2,159 -0.2%
HCM
97
Himalaya Capital Management
Washington
$320M
Canada Pension Plan Investment Board
98
Canada Pension Plan Investment Board
Ontario, Canada
$318M -$54.9M -156,400 -15%
MIS
99
Morningstar Investment Services
Illinois
$308M +$150M +427,152 +99%
FWIA
100
Fort Washington Investment Advisors
Ohio
$304M -$4.57M -13,023 -2%