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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 %
MPIA
2576
Mountain Pacific Investment Advisers
Idaho
$759K +$1.54K +5 +0.2%
KWM
2577
Kolinsky Wealth Management
New Jersey
$758K +$23.1K +75 +3%
RRA
2578
Round Rock Advisors
Connecticut
$757K -$1.85K -6 -0.2%
WF
2579
Wayfinding Financial
Washington
$756K +$116K +376 +18%
ST
2580
Somerset Trust
Pennsylvania
$754K
CWA
2581
Clarus Wealth Advisors
Arizona
$753K +$753K +2,408 New
HFBOT
2582
Home Federal Bank of Tennessee
Tennessee
$752K
CCM
2583
Crew Capital Management
Ohio
$752K +$50.9K +165 +7%
CRIG
2584
Charter Research & Investment Group
Connecticut
$750K +$332K +1,075 +79%
SHFA
2585
SC&H Financial Advisors
Maryland
$748K +$22.2K +72 +3%
RSA
2586
River Street Advisors
Illinois
$748K
OHWP
2587
Oak Harbor Wealth Partners
North Carolina
$746K -$63.3K -205 -8%
HCM
2588
Hengehold Capital Management
Ohio
$745K +$618 +2 +0.1%
BWM
2589
BlackDiamond Wealth Management
New York
$745K -$6.49K -20 -0.9%
RAM
2590
Riggs Asset Management
Pennsylvania
$744K -$5.25K -17 -0.7%
BC
2591
Belmont Capital
California
$741K
SPA
2592
Sherbrooke Park Advisers
New York
$741K +$741K +2,400 New
EIG
2593
Ellenbecker Investment Group
Wisconsin
$741K +$9.88K +32 +1%
RA
2594
Rational Advisors
New York
$736K -$748K -2,422 -50%
LRWA
2595
Long Run Wealth Advisors
New York
$736K +$30.6K +99 +4%
BP
2596
Broadleaf Partners
Ohio
$732K
SPW
2597
Sonoma Private Wealth
California
$731K -$11.7K -38 -2%
CAG
2598
Compass Advisory Group
New York
$731K -$14.8K -48 -2%
PAM
2599
Palisade Asset Management
Minnesota
$730K
COCM
2600
Charter Oak Capital Management
New Hampshire
$730K