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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 %
SPW
2626
Sonoma Private Wealth
California
$783K -$24.9K -73 -3%
WAS
2627
WESPAC Advisors SoCal
California
$783K
EW
2628
Element Wealth
Mississippi
$783K -$2.73K -8 -0.3%
AWM
2629
Aprio Wealth Management
Georgia
$782K -$86.6K -254 -10%
BSSFA
2630
Baron Silver Stevens Financial Advisors
Florida
$781K -$24.2K -71 -3%
PIP
2631
Peachtree Investment Partners
Florida
$781K +$781K +2,290 New
SAG
2632
Spotlight Asset Group
Illinois
$780K -$19.1K -56 -2%
RCG
2633
Resource Consulting Group
Florida
$780K +$85.3K +250 +12%
SAM
2634
Selway Asset Management
$779K +$172K +505 +28%
VWM
2635
Vigilare Wealth Management
Arizona
$777K -$20.5K -60 -3%
HCA
2636
Heck Capital Advisors
Wisconsin
$775K -$6.48K -19 -0.8%
CWM
2637
Concentrum Wealth Management
California
$774K -$306K -896 -28%
PS
2638
Planned Solutions
California
$774K
AM
2639
Atwater Malick
Pennsylvania
$773K
TWM
2640
Triton Wealth Management
Arizona
$771K
SIA
2641
Sage Investment Advisers
New York
$771K -$25.9K -76 -3%
JWS
2642
Juncture Wealth Strategies
Arizona
$771K +$9.89K +29 +1%
HIGP
2643
Hill Investment Group Partners
Missouri
$769K +$3.75K +11 +0.5%
SWIG
2644
Strategic Wealth Investment Group
Kentucky
$768K -$784K -2,298 -51%
HG
2645
Harbor Group
New Hampshire
$768K -$192K -562 -20%
AAIM
2646
American Assets Investment Management
California
$767K
LL
2647
LWMG LLC
Minnesota
$766K -$4.09K -12 -0.5%
CPW
2648
Catalyst Private Wealth
California
$764K -$41.3K -121 -5%
HIG
2649
Heritage Investment Group
Florida
$763K -$846K -2,479 -53%
SWM
2650
Shelton Wealth Management
Texas
$763K