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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 %
EB
2551
Eastern Bank
Massachusetts
$888K -$23.5K -69 -3%
DWM
2552
Denver Wealth Management
Colorado
$887K +$27.3K +80 +3%
TA
2553
TCM Advisors
West Virginia
$887K -$803K
W
2554
Wealthquest
Ohio
$885K +$17.1K +50 +2%
CIA
2555
Cascade Investment Advisors
Oregon
$883K +$9.89K +29 +1%
SCI
2556
Stableford Capital II
Arizona
$882K +$89.6K +251 +11%
WIA
2557
World Investment Advisors
California
$882K -$18.8K -55 -2%
FNBTCON
2558
First National Bank & Trust Co of Newtown
Pennsylvania
$881K
PSCM
2559
Per Stirling Capital Management
Texas
$881K -$56.6K -166 -6%
SSWM
2560
Sheets Smith Wealth Management
North Carolina
$881K +$4.43K +13 +0.5%
LB
2561
Legacy Bridge
Iowa
$879K
SSC
2562
Syverson Strege & Co
Iowa
$878K -$26.9K -79 -3%
NJBEST
2563
New Jersey Better Educational Savings Trust
New Jersey
$877K
FCB
2564
First County Bank
Connecticut
$874K +$94.1K +276 +12%
WF
2565
Wayfinding Financial
Washington
$873K +$16.4K +47 +2%
MCM
2566
Marsico Capital Management
Colorado
$872K
EIG
2567
Ellenbecker Investment Group
Wisconsin
$869K +$50.8K +149 +6%
IAG
2568
Investmark Advisory Group
Connecticut
$868K
RIG
2569
RiverFront Investment Group
Virginia
$865K -$3.35M -9,818 -79%
MFGM
2570
Marshall Financial Group (Maryland)
Maryland
$864K -$10.9K -32 -1%
FPF
2571
First Pacific Financial
Washington
$864K
OPPS
2572
Obsidian Personal Planning Solutions
Maryland
$864K +$126K +370 +17%
GPA
2573
Garrison Point Advisors
California
$860K -$193K -565 -18%
MTIC
2574
Missouri Trust & Investment Company
Missouri
$859K +$82.5K +242 +11%
RWA
2575
Redmont Wealth Advisors
Illinois
$858K +$241K +707 +39%