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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 %
JGUA
2651
John G. Ullman & Associates
New York
$676K +$180K +582 +36%
RF
2652
Rollins Financial
Georgia
$676K +$39.8K +129 +6%
BIA
2653
Bigelow Investment Advisors
Maine
$674K -$41.7K -135 -6%
WFA
2654
Wellspring Financial Advisors
Ohio
$673K -$122K -395 -15%
SAM
2655
Secure Asset Management
Michigan
$671K +$337K +1,092 +101%
TF
2656
TLWM Financial
Texas
$668K +$14.8K +48 +2%
OPPS
2657
Obsidian Personal Planning Solutions
Maryland
$668K +$262K +850 +65%
VIM
2658
Vista Investment Management
Pennsylvania
$666K -$82.8K -268 -11%
SL
2659
Salomon & Ludwin
Virginia
$665K -$11.1K -36 -2%
SC
2660
Schoolcraft Capital
Colorado
$664K
VC
2661
Veracity Capital
Georgia
$664K -$79K -256 -11%
SI
2662
SimpliFi Inc
California
$664K
SAG
2663
Spotlight Asset Group
Illinois
$662K +$662K +2,342 New
SF
2664
Safeguard Financial
Wisconsin
$660K -$25.6K -83 -4%
VBCG
2665
Valley Brook Capital Group
Pennsylvania
$659K
ECM
2666
Estabrook Capital Management
New York
$658K
HI
2667
HBK Investments
Texas
$656K +$656K +2,126 New
CISOA
2668
Capital Investment Services of America
Wisconsin
$656K
IAA
2669
Ironsides Asset Advisors
North Carolina
$656K
OFP
2670
OLIO Financial Planning
Virginia
$656K
EI
2671
Ellevest Inc
New York
$655K -$319K -1,032 -33%
MGAM
2672
McGowan Group Asset Management
Texas
$654K -$7.1K -23 -1%
SI
2673
Saxon Interests
Texas
$652K +$219K +709 +50%
WSCM
2674
Wellington Shields Capital Management
New York
$652K +$46.3K +150 +8%
SMG
2675
Smart Money Group
Texas
$649K +$19.7K +60 +3%