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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 %
HCC
2501
Hirtle Callaghan & Co
Pennsylvania
$840K -$3.48M -11,283 -81%
CBT
2502
CoreFirst Bank & Trust
Kansas
$840K +$88K +285 +12%
AG
2503
AIA Group
Hong Kong
$837K -$119K -384 -12%
AWAU
2504
Alliance Wealth Advisors (Utah)
Utah
$837K +$36.4K +118 +5%
TFF
2505
The Family Firm
Maryland
$836K +$60.8K +2,629 +8%
OPWM
2506
Oakwell Private Wealth Management
Texas
$836K -$16.4K -53 -2%
PW
2507
Peninsula Wealth
California
$835K +$28.7K +93 +4%
HSWM
2508
Hubbell Strickland Wealth Management
Louisiana
$834K -$77.2K -250 -8%
PWM
2509
Peterson Wealth Management
Nevada
$833K -$3.4K -11 -0.4%
MAA
2510
Matrix Asset Advisors
New York
$832K -$10.8K -35 -1%
HWM
2511
Hemington Wealth Management
Virginia
$830K +$8.33K +27 +1%
ACA
2512
Ackerman Capital Advisors
Texas
$830K
MHWM
2513
Montz Harcus Wealth Management
Louisiana
$830K
MIM
2514
Marco Investment Management
Georgia
$829K
ERWM
2515
Elk River Wealth Management
Colorado
$828K -$38.6K -125 -4%
DFA
2516
DHJJ Financial Advisors
Illinois
$828K -$2.16K -7 -0.3%
GPA
2517
Guerra Pan Advisors
New Jersey
$828K -$122K -395 -13%
EB
2518
Eastern Bank
Massachusetts
$825K -$322K -1,043 -28%
TIM
2519
Triad Investment Management
California
$825K +$21K +68 +3%
GSC
2520
Grey Street Capital
Illinois
$825K +$825K +2,672 New
MAM
2521
McLean Asset Management
Virginia
$824K -$124K -402 -13%
CCP
2522
Clarkston Capital Partners
Michigan
$824K -$120K -388 -13%
WDC
2523
Woodward Diversified Capital
California
$822K +$2.16K +7 +0.3%
FFA
2524
Fi3 Financial Advisors
Indiana
$820K +$30.3K +98 +4%
SSC
2525
Syverson Strege & Co
Iowa
$820K +$19.1K +62 +2%