BRK.B icon

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 %
WMC
2526
Westwood Management Corporation
Illinois
$818K
FMP
2527
Financial Management Professionals
Texas
$818K +$132K +427 +19%
FP
2528
Financial Perspectives
Minnesota
$818K
KCG
2529
Kinsale Capital Group
Virginia
$817K +$817K +2,646 New
MAM
2530
Marquette Asset Management
Minnesota
$816K
WIA
2531
World Investment Advisors
California
$815K -$214K -692 -21%
WWM
2532
Wagner Wealth Management
South Carolina
$815K -$62.7K -203 -7%
ATFA
2533
All Terrain Financial Advisors
Minnesota
$814K
GQG Partners
2534
GQG Partners
Florida
$808K -$687M -2,226,513 -100%
CC
2535
Cornerstone Capital
California
$808K -$9.26K -30 -1%
RHAM
2536
Round Hill Asset Management
California
$807K -$61.8K -200 -7%
CF
2537
Cantor Fitzgerald
New York
$807K +$235K +761 +41%
PWAM
2538
Pinnacle West Asset Management
Wyoming
$806K +$806K +2,610 New
DP
2539
Denver PWM
Colorado
$805K +$5.87K +18 +0.7%
RCG
2540
Rock Creek Group
District of Columbia
$804K +$804K +2,603 New
TA
2541
TCM Advisors
West Virginia
$803K -$803K
FNBTCON
2542
First National Bank & Trust Co of Newtown
Pennsylvania
$798K
CWM
2543
CarsonAllaria Wealth Management
Illinois
$797K
CT
2544
Columbia Trust
Oregon
$796K -$42K -136 -5%
LB
2545
Legacy Bridge
Iowa
$796K
NJBEST
2546
New Jersey Better Educational Savings Trust
New Jersey
$794K
SSWM
2547
Sheets Smith Wealth Management
North Carolina
$794K -$59.6K -193 -7%
MFGM
2548
Marshall Financial Group (Maryland)
Maryland
$793K -$8.65K -28 -1%
PMEF
2549
Point72 Middle East FZE
United Arab Emirates
$792K +$744K +2,410 +1,555%
MPW
2550
MGO Private Wealth
California
$791K -$67.3K -218 -8%