BRK.B icon

Berkshire Hathaway Class B

3,585 hedge funds and large institutions have $298B invested in Berkshire Hathaway Class B in 2023 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 1,357 increasing their positions, 1,439 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,585
Holders Change
+53
Holders Change %
+1.5%
% of All Funds
56.54%
Holding in Top 10
644
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+2.71%
% of All Funds
10.16%
New
175
Increased
1,357
Reduced
1,439
Closed
89
Calls
$6.86B
Puts
$3.8B
Net Calls
+$3.06B
Net Calls Change
+$1.37B
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
2476
Sawgrass Asset Management
Florida
$979K +$406K +1,190 +71%
FMI
2477
F/M Investments
District of Columbia
$979K
HSWM
2478
Hubbell Strickland Wealth Management
Louisiana
$978K +$56.9K +167 +6%
CWA
2479
Cornerstone Wealth Advisors
Minnesota
$977K -$50.8K -149 -5%
CMP
2480
Courage Miller Partners
Virginia
$976K -$2.73K -8 -0.3%
MWP
2481
Madison Wealth Partners
Wisconsin
$975K -$5.12K -15 -0.5%
CF
2482
Copperwynd Financial
Arizona
$972K
CHJWM
2483
Carlton Hofferkamp & Jenks Wealth Management
Texas
$971K -$70K -200 -7%
RG
2484
Renaissance Group
Kentucky
$970K -$66.4K -197 -6%
CA
2485
CGN Advisors
Kansas
$969K -$52.2K -153 -5%
PPW
2486
Pasadena Private Wealth
California
$969K
IFAM
2487
Institutional & Family Asset Management
Colorado
$965K -$2.39K -7 -0.2%
PCIG
2488
Partners Capital Investment Group
Massachusetts
$965K +$965K +2,831 New
ALAM
2489
Asahi Life Asset Management
Japan
$965K -$443K -1,300 -31%
CFD
2490
Creative Financial Designs
Indiana
$965K +$24.6K +72 +3%
NFP
2491
Narus Financial Partners
Utah
$964K -$25.2K -74 -3%
KIA
2492
KLR Investment Advisors
Rhode Island
$964K +$36.1K +106 +4%
MIFH
2493
Migdal Insurance & Financial Holdings
Israel
$963K -$6.14K -18 -0.6%
FB
2494
First Bancorp
Maine
$963K -$8.53K -25 -0.9%
AIA
2495
Allied Investment Advisors
Montana
$962K -$3.07K -9 -0.3%
CSIA
2496
Carl Stuart Investment Advisor
Texas
$961K
SWP
2497
ShoreHaven Wealth Partners
New Jersey
$959K
EA
2498
Ergawealth Advisors
Illinois
$959K -$78.1K -229 -8%
JLBC
2499
J.L. Bainbridge & Co
Florida
$959K
LFA
2500
Legend Financial Advisors
Pennsylvania
$953K +$7.5K +22 +0.8%