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Berkshire Hathaway Class B

3,624 hedge funds and large institutions have $296B invested in Berkshire Hathaway Class B in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,468 increasing their positions, 1,358 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,624
Holders Change
+39
Holders Change %
+1.09%
% of All Funds
57.78%
Holding in Top 10
697
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+8.23%
% of All Funds
11.11%
New
160
Increased
1,468
Reduced
1,358
Closed
81
Calls
$6.44B
Puts
$3.86B
Net Calls
+$2.57B
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Shares
Change %
SG
2551
Strid Group
Pennsylvania
$969K
EI
2552
Ellevest Inc
New York
$964K -$14.7K -42 -2%
FBT
2553
First Bank & Trust
South Dakota
$963K +$16.5K +47 +2%
SIM
2554
SSI Investment Management
California
$959K -$8.76K -25 -0.9%
RB
2555
Rodgers Brothers
Pennsylvania
$959K +$213K +609 +29%
LFA
2556
Legend Financial Advisors
Pennsylvania
$957K -$22.8K -65 -2%
CIG
2557
Cairn Investment Group
Washington
$956K
AP
2558
Americana Partners
Texas
$955K +$433K +1,275 +83%
AMR
2559
Asset Management Resources
Massachusetts
$955K +$955K +2,726 New
CIM
2560
Chapman Investment Management
California
$952K -$138K -393 -13%
MAA
2561
Matrix Asset Advisors
New York
$951K +$10.5K +30 +1%
TFF
2562
The Family Firm
Maryland
$950K +$127K +5,635 +15%
CFA
2563
CWS Financial Advisors
Michigan
$950K
OPWM
2564
Oakwell Private Wealth Management
Texas
$948K
OBWG
2565
Onyx Bridge Wealth Group
New York
$947K +$119K +341 +14%
BCM
2566
BluePath Capital Management
Georgia
$947K +$947K +2,703 New
FMP
2567
Financial Management Professionals
Texas
$943K +$6.66K +19 +0.7%
CT
2568
Columbia Trust
Oregon
$942K +$71.5K +204 +8%
OWA
2569
One Wealth Advisors
California
$942K +$2.8K +8 +0.3%
ACA
2570
Ackerman Capital Advisors
Texas
$940K -$2.1K -6 -0.2%
TIM
2571
Triad Investment Management
California
$936K
CHJWM
2572
Carlton Hofferkamp & Jenks Wealth Management
Texas
$935K
F4L
2573
Fortune 45 LLC
Louisiana
$932K +$422K +1,205 +83%
MAM
2574
McLean Asset Management
Virginia
$929K -$349 -1 -0%
WMC
2575
Westwood Management Corporation
Illinois
$928K