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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 %
EI
2501
Ellevest Inc
New York
$953K +$230K +675 +32%
ACA
2502
Affinity Capital Advisors
California
$946K -$21.5K -63 -2%
ODIJL
2503
One Day In July LLC
Vermont
$946K +$6.82K +20 +0.7%
FC
2504
Fulcrum Capital
Washington
$945K -$42.6K -125 -4%
RRCM
2505
Rappaport Reiches Capital Management
Illinois
$943K -$171K -500 -15%
SG
2506
Strid Group
Pennsylvania
$943K
SIM
2507
SSI Investment Management
California
$942K -$164K -480 -15%
OLA
2508
Oliver Luxxe Assets
New Jersey
$939K -$25.6K -75 -3%
HFS
2509
Heritage Financial Services
Massachusetts
$938K
PSP
2510
Principal Street Partners
Tennessee
$938K
SWMP
2511
Signature Wealth Management Partners
New Jersey
$936K +$158K +464 +20%
MSCM
2512
McElhenny Sheffield Capital Management
Texas
$936K -$93.1K -273 -9%
MFG
2513
Midwest Financial Group
Kansas
$935K -$95.1K -279 -9%
CIG
2514
Cairn Investment Group
Washington
$930K
SEIA
2515
Signature Estate & Investment Advisors
California
$928K +$75.4K +221 +9%
MIM
2516
Marco Investment Management
Georgia
$926K +$10.2K +30 +1%
CFA
2517
CWS Financial Advisors
Michigan
$924K -$29.3K -86 -3%
OPWM
2518
Oakwell Private Wealth Management
Texas
$923K
FBT
2519
First Bank & Trust
South Dakota
$921K -$101K -295 -10%
WF
2520
Warner Financial
Maryland
$921K +$50.8K +149 +6%
TFF
2521
The Family Firm
Maryland
$920K +$9.72K +386 +1%
WWM
2522
Wagner Wealth Management
South Carolina
$919K +$19.1K +56 +2%
RP
2523
Rowlandmiller & Partners
Georgia
$917K +$75K +220 +9%
ACA
2524
Ackerman Capital Advisors
Texas
$917K
MAA
2525
Matrix Asset Advisors
New York
$915K -$3.41K -10 -0.4%