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Berkshire Hathaway Class B

3,532 hedge funds and large institutions have $256B invested in Berkshire Hathaway Class B in 2023 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,365 increasing their positions, 1,394 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,532
Holders Change
-18
Holders Change %
-0.51%
% of All Funds
56.53%
Holding in Top 10
627
Holding in Top 10 Change
-64
Holding in Top 10 Change %
-9.26%
% of All Funds
10.04%
New
157
Increased
1,365
Reduced
1,394
Closed
96
Calls
$5.39B
Puts
$3.71B
Net Calls
+$1.69B
Net Calls Change
-$52.2M
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
2476
Objective Capital Management
Ohio
$869K +$68.2K +221 +9%
SWP
2477
ShoreHaven Wealth Partners
New Jersey
$869K -$1.85K -6 -0.2%
HG
2478
Harbor Group
New Hampshire
$869K +$164K +530 +23%
JLBC
2479
J.L. Bainbridge & Co
Florida
$868K -$3.4K -11 -0.4%
CFA
2480
CWS Financial Advisors
Michigan
$864K +$1.54K +5 +0.2%
SIG
2481
Spinnaker Investment Group
California
$864K +$4.63K +15 +0.5%
ONST
2482
Old North State Trust
North Carolina
$861K +$4.02K +13 +0.5%
GFG
2483
Greystone Financial Group
Michigan
$858K -$580K -1,877 -40%
LFA
2484
Legend Financial Advisors
Pennsylvania
$857K +$159K +515 +23%
HA
2485
Hofer & Associates
California
$856K
RWM
2486
Revisor Wealth Management
Ohio
$856K +$856K +2,771 New
SG
2487
Strid Group
Pennsylvania
$854K
OWA
2488
One Wealth Advisors
California
$853K -$34.9K -113 -4%
GSWM
2489
Greenup Street Wealth Management
Michigan
$853K -$2.75M -8,907 -76%
CFD
2490
Creative Financial Designs
Indiana
$851K +$19.8K +64 +2%
ODIJL
2491
One Day In July LLC
Vermont
$850K -$107K -348 -11%
HFS
2492
Heritage Financial Services
Massachusetts
$849K +$16.7K +54 +2%
PSCM
2493
Per Stirling Capital Management
Texas
$849K -$119K -385 -12%
PSP
2494
Principal Street Partners
Tennessee
$849K -$309 -1 -0%
BCM
2495
Bienville Capital Management
New York
$846K
SWM
2496
SeaCrest Wealth Management
New York
$844K
IAG
2497
Investment Advisory Group
Massachusetts
$842K +$19.5K +63 +2%
CIG
2498
Cairn Investment Group
Washington
$842K
SIS
2499
Sound Income Strategies
Florida
$841K +$17.6K +57 +2%
KIA
2500
KLR Investment Advisors
Rhode Island
$840K