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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 %
FOA
2651
Five Oceans Advisors
California
$762K +$1.36K +4 +0.2%
JGUA
2652
John G. Ullman & Associates
New York
$762K +$16K +47 +2%
SRC
2653
Sage Rhino Capital
California
$759K -$31.4K -92 -4%
ML
2654
McAdam LLC
Pennsylvania
$757K +$72K +211 +10%
CWM
2655
Concentric Wealth Management
California
$757K +$3.75K +11 +0.5%
ZB
2656
Zions Bancorporation
Utah
$756K -$349K -1,024 -32%
SMG
2657
Smart Money Group
Texas
$754K +$81.2K +238 +12%
AFS
2658
Annapolis Financial Services
Maryland
$752K
WFA
2659
WMG Financial Advisors
Tennessee
$752K +$208K +610 +38%
CWA
2660
Consilium Wealth Advisory
Texas
$752K +$105K +308 +16%
SF
2661
Safeguard Financial
Wisconsin
$751K +$22.5K +66 +3%
OLVIG
2662
Oliver Lagore Vanvalin Investment Group
Michigan
$750K +$48.1K +141 +7%
CAL
2663
Capital Advisors Ltd
Ohio
$749K +$160K +470 +27%
BBNB
2664
Baker Boyer National Bank
Washington
$748K -$375K -1,099 -33%
SW
2665
StrongBox Wealth
Missouri
$747K -$371K -1,089 -33%
TFO
2666
Tarbox Family Office
California
$746K +$34.1K +100 +5%
WFA
2667
Wellspring Financial Advisors
Ohio
$743K
HS
2668
Horan Securities
United States
$742K +$43.6K +128 +6%
SOW
2669
State of Wyoming
Wyoming
$741K -$24.2K -71 -3%
BIA
2670
Bigelow Investment Advisors
Maine
$741K -$3.41K -10 -0.5%
PFG
2671
PAX Financial Group
Texas
$738K -$14.3K -42 -2%
BFA
2672
Beacon Financial Advisory
Ohio
$737K +$138K +406 +23%
IF
2673
IRON Financial
Illinois
$737K +$41.9K +123 +6%
SWM
2674
Sugarloaf Wealth Management
Georgia
$737K +$68.2K +200 +10%
AWM
2675
Accel Wealth Management
Iowa
$737K +$344K +1,009 +88%