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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 %
TW
1201
TritonPoint Wealth
Maryland
$6.76M +$6.76M +18,943 New
MBTD
1202
Mechanics Bank - Trust Department
California
$6.72M -$1.19M -3,332 -15%
ZIM
1203
Zacks Investment Management
Illinois
$6.71M +$27.8K +78 +0.4%
DWP
1204
Destiny Wealth Partners
Florida
$6.71M -$71.3K -196 -1%
WA
1205
WBH Advisory
Maryland
$6.7M -$66.7K -187 -1%
TPCW
1206
TD Private Client Wealth
New York
$6.7M -$400K -1,121 -6%
BFC
1207
Bedel Financial Consulting
Indiana
$6.69M +$10.7K +30 +0.2%
RA
1208
RFG Advisory
Alabama
$6.67M +$97.7K +274 +1%
BCM
1209
BlueCrest Capital Management
Jersey
$6.66M +$680K +1,906 +11%
1SB
1210
1ST Source Bank
Indiana
$6.66M -$69.5K -195 -1%
GEA
1211
Glen Eagle Advisors
New Jersey
$6.64M +$167K +468 +3%
CastleKeep Investment Advisors
1212
CastleKeep Investment Advisors
Connecticut
$6.64M +$6.64M +18,622 New
CI
1213
Cigna Investments
Connecticut
$6.63M -$9.99K -28 -0.2%
FPCP
1214
Fort Point Capital Partners
California
$6.62M +$39.6K +111 +0.6%
CFM
1215
Capricorn Fund Managers
United Kingdom
$6.6M
GWS
1216
Glassman Wealth Services
Virginia
$6.6M -$94.2K -264 -1%
GAM
1217
Grandview Asset Management
Pennsylvania
$6.59M -$350K -980 -5%
RIA
1218
Realta Investment Advisors
Delaware
$6.58M -$3.15M -8,843 -32%
AAG
1219
Armstrong Advisory Group
Massachusetts
$6.58M +$23.2K +65 +0.4%
CA
1220
Cambridge Advisors
Nebraska
$6.57M -$4.64K -13 -0.1%
KWA
1221
Kingswood Wealth Advisors
California
$6.55M +$4.98M +13,950 +316%
MYIA
1222
Mount Yale Investment Advisors
Colorado
$6.54M -$12.8K -36 -0.2%
GL
1223
Graypoint LLC
New York
$6.54M +$1.17M +3,285 +22%
ONB
1224
Old National Bancorp
Indiana
$6.53M -$129K -361 -2%
GA
1225
Greytown Advisors
Florida
$6.52M -$153K -430 -2%