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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 %
WWM
2576
Wagner Wealth Management
South Carolina
$928K -$16.8K -48 -2%
FP
2577
Financial Perspectives
Minnesota
$928K
MAM
2578
Marquette Asset Management
Minnesota
$926K
IF
2579
IRON Financial
Illinois
$925K +$168K +481 +22%
WF
2580
Warner Financial
Maryland
$921K -$24.9K -71 -3%
IW
2581
Imprint Wealth
South Carolina
$919K +$5.25K +15 +0.6%
SWP
2582
ShoreHaven Wealth Partners
New Jersey
$919K -$66.6K -190 -7%
CWA
2583
Consilium Wealth Advisory
Texas
$918K +$146K +417 +19%
RSA
2584
River Street Advisors
Illinois
$918K +$70.1K +200 +8%
RWA
2585
Redmont Wealth Advisors
Illinois
$917K +$36.1K +103 +4%
AWM
2586
Act Wealth Management
Texas
$917K +$173K +494 +23%
CCP
2587
Clarkston Capital Partners
Michigan
$915K
W
2588
Wealthquest
Ohio
$915K +$6.31K +18 +0.7%
KWM
2589
Kolinsky Wealth Management
New Jersey
$913K +$24.5K +70 +3%
EB
2590
Eastern Bank
Massachusetts
$912K
VAM
2591
Verity Asset Management
North Carolina
$912K -$145K -414 -14%
DWM
2592
Denver Wealth Management
Colorado
$911K
WAS
2593
WESPAC Advisors SoCal
California
$909K +$105K +300 +13%
AWM
2594
Aprio Wealth Management
Georgia
$909K +$105K +301 +13%
JCM
2595
Jacobsen Capital Management
Utah
$908K +$41K +117 +5%
LTAS
2596
Linden Thomas Advisory Services
North Carolina
$907K +$91.8K +262 +11%
FNBTCON
2597
First National Bank & Trust Co of Newtown
Pennsylvania
$905K
PSCM
2598
Per Stirling Capital Management
Texas
$905K
EIG
2599
Ellenbecker Investment Group
Wisconsin
$905K +$11.9K +34 +1%
SSWM
2600
Sheets Smith Wealth Management
North Carolina
$905K