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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 %
RCG
2576
Rock Creek Group
District of Columbia
$857K -$30.3K -89 -3%
KWM
2577
Kolinsky Wealth Management
New Jersey
$854K +$26.6K +79 +3%
MWM
2578
Mascoma Wealth Management
New Hampshire
$852K -$308K -847 -27%
TA
2579
Trellis Advisors
Washington
$852K -$2.39K -7 -0.3%
CT
2580
Columbia Trust
Oregon
$848K -$31.7K -93 -4%
JCM
2581
Jacobsen Capital Management
Utah
$844K +$90.4K +265 +12%
BC
2582
Belmont Capital
California
$842K +$23.2K +68 +3%
SFP
2583
Shepherd Financial Partners
Massachusetts
$841K +$136K +400 +19%
KLCM
2584
KG&L Capital Management
Louisiana
$841K -$6.82K -20 -0.8%
MPW
2585
MGO Private Wealth
California
$840K -$34.1K -100 -4%
DP
2586
Denver PWM
Colorado
$839K -$2.39K -7 -0.3%
3F
2587
360 Financial
Minnesota
$839K
RRA
2588
Round Rock Advisors
Connecticut
$835K -$1.02K -3 -0.1%
ST
2589
Somerset Trust
Pennsylvania
$833K
HFBOT
2590
Home Federal Bank of Tennessee
Tennessee
$831K
WDG
2591
Wealth Dimensions Group
Ohio
$828K +$146K +428 +21%
CBT
2592
CoreFirst Bank & Trust
Kansas
$827K -$101K -295 -11%
RSA
2593
River Street Advisors
Illinois
$826K
SHFA
2594
SC&H Financial Advisors
Maryland
$825K -$1.36K -4 -0.2%
OHWP
2595
Oak Harbor Wealth Partners
North Carolina
$824K
GFG
2596
Greystone Financial Group
Michigan
$823K -$125K -366 -13%
RAM
2597
Riggs Asset Management
Pennsylvania
$821K
FCAG
2598
First Capital Advisors Group
New Jersey
$820K +$39.6K +116 +5%
RF
2599
Rollins Financial
Georgia
$820K +$73.7K +216 +10%
CCM
2600
Crew Capital Management
Ohio
$819K -$11.3K -33 -1%