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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 %
TWM
2601
Triton Wealth Management
Arizona
$729K
BSSFA
2602
Baron Silver Stevens Financial Advisors
Florida
$729K +$36.4K +118 +5%
CPW
2603
Catalyst Private Wealth
California
$729K +$61.1K +198 +9%
KIC
2604
Keating Investment Counselors
Florida
$728K -$61.8K -200 -8%
AWM
2605
Activest Wealth Management
Florida
$727K +$727K +2,364 New
RMC
2606
Resources Management Corp
Connecticut
$726K +$437K +12,403 +151%
AFG
2607
Alterity Financial Group
Maine
$726K -$92.6K -300 -11%
SB
2608
Sunflower Bank
Texas
$725K +$47.6K +154 +7%
CAM
2609
Congress Asset Management
Massachusetts
$724K -$12.4K -40 -2%
VWM
2610
Vigilare Wealth Management
Arizona
$723K -$69.5K -225 -9%
SIA
2611
Sage Investment Advisers
New York
$722K +$35.5K +115 +5%
FA
2612
Financial Alternatives
California
$720K -$210K -680 -23%
RCM
2613
Radnor Capital Management
Pennsylvania
$720K +$9.27K +30 +1%
AIA
2614
Alera Investment Advisors
Illinois
$719K +$8.65K +28 +1%
WJA
2615
Willis Johnson & Associates
Texas
$718K +$13K +42 +2%
HNWAG
2616
High Net Worth Advisory Group
Florida
$717K -$69.5K -225 -9%
HFW
2617
Horizon Family Wealth
Illinois
$716K +$6.48K +21 +0.9%
SRC
2618
Sage Rhino Capital
California
$715K +$12.4K +40 +2%
CIM
2619
CIM Investment Management
Pennsylvania
$715K +$35.8K +116 +5%
WQ
2620
Wealth Quarterback
New Jersey
$715K +$309K +1,002 +76%
ACM
2621
Ategra Capital Management
Virginia
$713K -$60.2K -195 -8%
SFP
2622
Sterling Financial Planning
New Jersey
$712K -$49.1K -159 -6%
EW
2623
Element Wealth
Mississippi
$711K -$15.1K -49 -2%
WAS
2624
WESPAC Advisors SoCal
California
$709K +$46.3K +150 +7%
HCA
2625
Heck Capital Advisors
Wisconsin
$707K +$10.8K +35 +2%