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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 %
CIA
2551
Cascade Investment Advisors
Oregon
$791K -$12.4K -40 -2%
WTFG
2552
Wells Trecaso Financial Group
Ohio
$790K
MCM
2553
Marsico Capital Management
Colorado
$789K
WF
2554
Warner Financial
Maryland
$788K -$4.01K -13 -0.5%
AWM
2555
Aprio Wealth Management
Georgia
$787K -$99.1K -321 -11%
IAG
2556
Investmark Advisory Group
Connecticut
$786K +$4.32K +14 +0.6%
W
2557
Wealthquest
Ohio
$786K
6F
2558
626 Financial
Michigan
$785K -$16.4K -53 -2%
WWP
2559
WR Wealth Planners
Missouri
$784K +$407K +1,319 +108%
DBG
2560
De Burlo Group
Massachusetts
$783K -$25.6M -83,000 -97%
WP
2561
Wealthspan Partners
Iowa
$783K -$3.71K -12 -0.5%
FPF
2562
First Pacific Financial
Washington
$782K +$54.3K +176 +7%
ICP
2563
Interchange Capital Partners
Pennsylvania
$781K +$781K +2,518 New
GG
2564
Gleason Group
Kentucky
$779K +$23.2K +75 +3%
DWM
2565
Denver Wealth Management
Colorado
$779K +$107K +345 +16%
KCM
2566
Kornitzer Capital Management
Kansas
$776K
IW
2567
Imprint Wealth
South Carolina
$774K +$774K +2,508 New
TA
2568
Trellis Advisors
Washington
$774K +$56.2K +182 +8%
HA
2569
Herold Advisors
New York
$773K -$138K -447 -15%
SEIA
2570
Signature Estate & Investment Advisors
California
$772K -$1.54K -5 -0.2%
KLCM
2571
KG&L Capital Management
Louisiana
$767K -$185K -600 -19%
ATWA
2572
Arbor Trust Wealth Advisors
Michigan
$767K +$518K +1,677 +208%
RP
2573
Rowlandmiller & Partners
Georgia
$763K
AC
2574
AlphaCore Capital
California
$762K +$119K +387 +19%
3F
2575
360 Financial
Minnesota
$759K +$4.32K +14 +0.6%