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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
VNIM
151
Vaughan Nelson Investment Management
Texas
$182M -$5.81M -16,540 -3%
GIA
152
Gateway Investment Advisers
Ohio
$180M -$9.8M -27,917 -5%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$177M -$238K -679 -0.1%
SC
154
Scotia Capital
Ontario, Canada
$177M +$2.53M +7,199 +1%
GC
155
Giverny Capital
Quebec, Canada
$173M +$2.66M +7,566 +2%
GHC
156
Graham Holdings Company
Virginia
$172M
Nordea Investment Management
157
Nordea Investment Management
Sweden
$169M +$9.06M +25,801 +6%
Empower Advisory Group
158
Empower Advisory Group
Colorado
$168M +$4.25M +12,114 +3%
Cerity Partners
159
Cerity Partners
New York
$167M +$326M +928,455 +437%
Victory Capital Management
160
Victory Capital Management
Texas
$167M +$2.86M +8,159 +2%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$166M +$4.92M +14,030 +3%
AIG
162
American International Group
New York
$165M -$1.77M -5,033 -1%
Acadian Asset Management
163
Acadian Asset Management
Massachusetts
$165M -$23.4M -66,732 -13%
VanEck Associates
164
VanEck Associates
New York
$164M +$10.9M +31,077 +7%
CWM
165
CIBC World Markets
New York
$163M +$57.5M +163,819 +56%
RCG
166
Ruane, Cunniff & Goldfarb
New York
$163M -$5.54M -15,782 -3%
Kovitz Investment Group Partners
167
Kovitz Investment Group Partners
Illinois
$162M -$2.04M -5,826 -1%
MIM
168
MetLife Investment Management
New Jersey
$158M -$3.27M -9,319 -2%
AB
169
Amalgamated Bank
New York
$157M -$7.47M -21,296 -5%
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$156M +$153M +437,243 New
D.E. Shaw & Co
171
D.E. Shaw & Co
New York
$156M +$22.1M +62,966 +17%
BCWM
172
Bartlett & Co Wealth Management
Ohio
$149M +$612K +1,744 +0.4%
BC
173
Bartlett & Co
Ohio
$149M +$612K +1,744 +0.4%
Walleye Trading
174
Walleye Trading
New York
$148M +$47.1M +134,090 +48%
BCM
175
Bronte Capital Management
Australia
$148M +$1.76M +5,023 +1%