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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 %
WDC
2601
Woodward Diversified Capital
California
$817K -$90.7K -266 -10%
WJA
2602
Willis Johnson & Associates
Texas
$814K +$21.1K +62 +3%
HFW
2603
Horizon Family Wealth
Illinois
$813K +$21.8K +64 +3%
GG
2604
Gleason Group
Kentucky
$812K -$48.8K -143 -6%
SFP
2605
Sterling Financial Planning
New Jersey
$812K +$25.2K +74 +3%
AAM
2606
Alphadyne Asset Management
New York
$810K +$810K +2,375 New
LRWA
2607
Long Run Wealth Advisors
New York
$808K -$4.77K -14 -0.6%
CISOA
2608
Capital Investment Services of America
Wisconsin
$808K +$83.2K +244 +11%
CAG
2609
Compass Advisory Group
New York
$808K
COCM
2610
Charter Oak Capital Management
New Hampshire
$806K
OBWG
2611
Onyx Bridge Wealth Group
New York
$806K +$154K +451 +24%
CAM
2612
Congress Asset Management
Massachusetts
$800K
KAM
2613
Knightsbridge Asset Management
California
$799K -$799K -2,343 -50%
BP
2614
Broadleaf Partners
Ohio
$798K -$10.6K -31 -1%
VC
2615
Veracity Capital
Georgia
$797K +$64.1K +188 +9%
NLP
2616
Next Level Private
New York
$797K +$797K +2,337 New
CAM
2617
Concorde Asset Management
Michigan
$797K +$516K +1,513 +184%
SSG
2618
Summit Securities Group
New York
$795K -$411K -1,204 -34%
AIA
2619
Alera Investment Advisors
Illinois
$794K
LTAS
2620
Linden Thomas Advisory Services
North Carolina
$794K +$151K +444 +24%
CIM
2621
CIM Investment Management
Pennsylvania
$792K +$2.05K +6 +0.3%
RIP
2622
RAM Investment Partners
Washington
$792K +$146K +428 +23%
EGM
2623
Engineers Gate Manager
New York
$791K +$791K +2,320 New
ACM
2624
Ategra Capital Management
Virginia
$788K
KIC
2625
Keating Investment Counselors
Florida
$787K -$17.1K -50 -2%