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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 %
FCAG
2626
First Capital Advisors Group
New Jersey
$707K -$22.2K -72 -3%
FCB
2627
First County Bank
Connecticut
$706K +$50.9K +165 +8%
SWMP
2628
Signature Wealth Management Partners
New Jersey
$704K +$282K +913 +67%
MTIC
2629
Missouri Trust & Investment Company
Missouri
$703K -$12.4K -40 -2%
PS
2630
Planned Solutions
California
$701K -$34.3K -111 -5%
AM
2631
Atwater Malick
Pennsylvania
$700K
WFA
2632
WMG Financial Advisors
Tennessee
$698K -$311K -711 -31%
LL
2633
LWMG LLC
Minnesota
$697K -$21K -68 -3%
Fuller & Thaler Asset Management
2634
Fuller & Thaler Asset Management
California
$697K
AAIM
2635
American Assets Investment Management
California
$695K
SOW
2636
State of Wyoming
Wyoming
$693K -$13.6K -44 -2%
HIGP
2637
Hill Investment Group Partners
Missouri
$693K -$618 -2 -0.1%
SWM
2638
Shelton Wealth Management
Texas
$691K -$309 -1 -0%
FOA
2639
Five Oceans Advisors
California
$689K
JWS
2640
Juncture Wealth Strategies
Arizona
$689K +$7.1K +23 +1%
SCI
2641
Stableford Capital II
Arizona
$686K -$92.4K -299 -12%
TCM
2642
Teza Capital Management
Illinois
$686K +$443K +1,436 +183%
JCM
2643
Jacobsen Capital Management
Utah
$682K +$682K +2,210 New
CWM
2644
Concentric Wealth Management
California
$682K
M
2645
MYeCFO
California
$681K +$681K +2,207 New
AFS
2646
Annapolis Financial Services
Maryland
$681K -$2.56M -8,296 -79%
PFG
2647
PAX Financial Group
Texas
$681K -$59K -191 -8%
BWM
2648
BNC Wealth Management
Oregon
$680K +$46.6K +151 +7%
CWP
2649
Curated Wealth Partners
California
$679K -$70.7K -229 -9%
OWM
2650
OneAscent Wealth Management
Alabama
$678K +$678K +2,195 New