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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 %
ERWM
2526
Elk River Wealth Management
Colorado
$915K
OWA
2527
One Wealth Advisors
California
$914K -$28K -82 -3%
TIM
2528
Triad Investment Management
California
$911K
DCM
2529
Deuterium Capital Management
Florida
$911K +$911K +2,673 New
FMP
2530
Financial Management Professionals
Texas
$911K +$8.52K +25 +0.9%
SWM
2531
SeaCrest Wealth Management
New York
$910K -$21.1K -62 -2%
MAM
2532
McLean Asset Management
Virginia
$909K -$682 -2 -0.1%
AAM
2533
Augustine Asset Management
Florida
$908K +$506K +1,483 +126%
KCM
2534
Kornitzer Capital Management
Kansas
$906K +$49.4K +145 +6%
DC
2535
Diametric Capital
Massachusetts
$906K +$906K +2,656 New
WMC
2536
Westwood Management Corporation
Illinois
$904K
CWM
2537
CarsonAllaria Wealth Management
Illinois
$904K +$23.9K +70 +3%
FP
2538
Financial Perspectives
Minnesota
$903K
WTFG
2539
Wells Trecaso Financial Group
Ohio
$902K +$29.3K +86 +3%
MAM
2540
Marquette Asset Management
Minnesota
$902K
AFG
2541
Arkansas Financial Group
Arkansas
$901K -$570K -1,671 -39%
AM
2542
AGF Management
Ontario, Canada
$900K -$27.2M -79,728 -97%
ATFA
2543
All Terrain Financial Advisors
Minnesota
$899K
FTC
2544
Farmers Trust Company
Ohio
$895K -$5.8M -16,999 -87%
HAG
2545
HF Advisory Group
Maryland
$894K +$281K +824 +46%
RHAM
2546
Round Hill Asset Management
California
$892K
CCP
2547
Clarkston Capital Partners
Michigan
$891K -$18.8K -55 -2%
IW
2548
Imprint Wealth
South Carolina
$890K +$34.4K +101 +4%
CPC
2549
Consolidated Planning Corp
Georgia
$889K +$475K +1,393 +115%
BWM
2550
BlackDiamond Wealth Management
New York
$889K +$90.7K +261 +11%