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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 %
AFG
1376
Atomi Financial Group
New York
$5.24M +$3.68M +10,305 +236%
SCA
1377
Sander Capital Advisors
Washington
$5.23M -$694K -1,945 -12%
BTWM
1378
Baker Tilly Wealth Management
Wisconsin
$5.23M -$85.6K -240 -2%
WP
1379
Westmount Partners
California
$5.22M +$82.7K +232 +2%
Arrowstreet Capital
1380
Arrowstreet Capital
Massachusetts
$5.22M -$44.2M -123,804 -89%
CWC
1381
Carolinas Wealth Consulting
North Carolina
$5.22M +$638K +1,789 +14%
4WM
1382
4J Wealth Management
Virginia
$5.22M -$24.6K -69 -0.5%
BFA
1383
Bragg Financial Advisors
North Carolina
$5.21M -$237K -664 -4%
CCWM
1384
Correct Capital Wealth Management
Missouri
$5.21M +$5.21M +14,607 New
FSG
1385
Financial Strategies Group
Michigan
$5.2M +$717K +1,905 +16%
TSS
1386
Two Sigma Securities
New York
$5.18M +$949K +2,660 +22%
SSA
1387
Schonfeld Strategic Advisors
New York
$5.17M +$2.44M +6,835 +89%
LA
1388
LM Advisors
California
$5.17M +$5.17M +14,491 New
SNBOSCI
1389
Security National Bank of Sioux City Iowa
Iowa
$5.17M -$428K -1,200 -8%
FSA
1390
Fort Sheridan Advisors
Illinois
$5.16M +$291K +815 +6%
QI
1391
Qtron Investments
Massachusetts
$5.15M +$189K +530 +4%
EGM
1392
Engineers Gate Manager
New York
$5.13M +$621K +1,741 +14%
EI
1393
Ethic Inc
New York
$5.11M +$901K +2,525 +21%
SC
1394
Sepio Capital
Utah
$5.09M -$1.48M -4,148 -23%
PWS
1395
Peterson Wealth Services
Utah
$5.09M -$680K -1,905 -12%
BZWA
1396
Blue Zone Wealth Advisors
California
$5.09M +$108K +302 +2%
TSS
1397
Thomas Story & Son
Indiana
$5.08M
EWA
1398
EverSource Wealth Advisors
Alabama
$5.08M +$544K +1,524 +12%
LSPW
1399
Lake Street Private Wealth
Illinois
$5.08M -$713K -1,998 -12%
WDA
1400
Wendell David Associates
New Hampshire
$5.07M +$42.8K +120 +0.9%