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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 %
MIM
1526
Merrion Investment Management
New Jersey
$4.24M +$3.59M +10,070 +554%
BCM
1527
Blume Capital Management
California
$4.24M -$57.8K -162 -1%
PTC
1528
Private Trust Company
Ohio
$4.24M +$24.3K +68 +0.6%
AUB
1529
Atlantic Union Bankshares
Virginia
$4.23M -$449K -1,259 -10%
ACS
1530
Archford Capital Strategies
Illinois
$4.23M -$629K -1,764 -13%
STAS
1531
Strong Tower Advisory Services
Minnesota
$4.23M +$82.7K +232 +2%
MWA
1532
Midland Wealth Advisors
Illinois
$4.22M +$4.22M +11,825 New
CIC
1533
Chase Investment Counsel
Virginia
$4.22M -$44.2K -124 -1%
TAM
1534
Titleist Asset Management
Texas
$4.2M +$872K +2,445 +26%
CAM
1535
Cidel Asset Management
Ontario, Canada
$4.19M +$3.49M +9,775 +493%
SSI
1536
Scott & Selber Inc
Texas
$4.19M -$63.8K -179 -2%
FCP
1537
Fidelis Capital Partners
Florida
$4.18M +$1.3M +3,642 +45%
DI
1538
Diligent Investors
California
$4.18M -$6.42K -18 -0.2%
XI
1539
XXEC Inc
Oklahoma
$4.17M -$152K -425 -4%
Financial Engines Advisors
1540
Financial Engines Advisors
California
$4.16M +$524K +1,470 +14%
AT
1541
American Trust
Kentucky
$4.16M +$29.2K +82 +0.7%
SDH
1542
Sloy Dahl & Holst
Washington
$4.16M -$56K -157 -1%
LWM
1543
Laidlaw Wealth Management
New York
$4.16M -$281K -788 -6%
CIAS
1544
Capital Investment Advisory Services
North Carolina
$4.15M +$298K +835 +8%
RMCM
1545
Reynders McVeigh Capital Management
Massachusetts
$4.15M -$321K -900 -7%
Fiera Capital (Canada)
1546
Fiera Capital (Canada)
Quebec, Canada
$4.15M -$12.5K -35 -0.3%
MYLI
1547
Meiji Yasuda Life Insurance
Japan
$4.15M -$858K -2,407 -17%
RWS
1548
Resolute Wealth Strategies
Mississippi
$4.13M -$20.3K -57 -0.5%
SIA
1549
Soltis Investment Advisors
Utah
$4.12M -$1.13M -3,177 -22%
LWA
1550
Lineweaver Wealth Advisors
Ohio
$4.11M +$505K +1,417 +14%