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Berkshire Hathaway Class A

992 hedge funds and large institutions have $55.6B invested in Berkshire Hathaway Class A in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 87 increasing their positions, 129 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
-73
Holders Change %
-6.85%
% of All Funds
15.82%
Holding in Top 10
117
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.1%
% of All Funds
1.87%
New
39
Increased
87
Reduced
129
Closed
104
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
1026
Institute for Wealth Management
Colorado
-$2.07M -4 Closed
CPA
1027
Capital Planning Advisors
California
-$2.07M -4 Closed
PPWM
1028
PFG Private Wealth Management
Florida
-$2.07M -4 Closed
CCM
1029
Coldstream Capital Management
Washington
-$2.07M -4 Closed
GI
1030
Gradient Investments
Minnesota
-$1.55M -3 Closed
MIM
1031
Montgomery Investment Management
Maryland
-$1.55M -3 Closed
DC
1032
DeDora Capital
California
-$1.55M -3 Closed
CI
1033
CX Institutional
Indiana
-$1.55M -3 Closed
OHIS
1034
Oak Harvest Investment Services
Texas
-$1.55M -3 Closed
RA
1035
Rational Advisors
New York
-$1.55M -3 Closed
SW
1036
SMART Wealth
Nebraska
-$1.55M -3 Closed
MWM
1037
Marietta Wealth Management
Georgia
-$1.55M -3 Closed
SG
1038
Sharper & Granite
California
-$1.04M -2 Closed
TLCM
1039
Twin Lakes Capital Management
California
-$1.04M -2 Closed
S
1040
SimplyRich
California
-$1.04M -2 Closed
HA
1041
Harfst & Associates
Wyoming
-$1.04M -2 Closed
AC
1042
Apella Capital
Connecticut
-$1.04M -2 Closed
SW
1043
SkyOak Wealth
Michigan
-$1.09M -2 Closed
IHL
1044
Investment House LLC
California
-$1.04M -2 Closed
MG
1045
Mather Group
Illinois
-$1.04M -2 Closed
SCM
1046
Sterneck Capital Management
Missouri
-$1.04M -2 Closed
SCA
1047
Snowden Capital Advisors
New York
-$1.04M -2 Closed
BCM
1048
Brookstone Capital Management
Illinois
-$1.04M -2 Closed
NWM
1049
Northwest Wealth Management
Iowa
-$1.04M -2 Closed
IWN
1050
Independent Wealth Network
Iowa
-$1.04M -2 Closed