BRK.B icon

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 %
TCM
2676
Tradewinds Capital Management
Washington
$647K +$124K +400 +24%
TFO
2677
Tarbox Family Office
California
$645K -$926 -3 -0.1%
PWA
2678
Primoris Wealth Advisors
Florida
$643K -$103K -334 -14%
APSI
2679
Asset Planning Services Inc
Louisiana
$641K
Aristotle Capital Management
2680
Aristotle Capital Management
California
$641K
SFP
2681
Shepherd Financial Partners
Massachusetts
$638K +$15.1K +49 +2%
NCM
2682
NCM Capital Management
New Jersey
$638K +$2.16K +7 +0.3%
SICM
2683
Sustainable Insight Capital Management
New York
$638K +$46.3K +150 +8%
LIM
2684
Lagoda Investment Management
New York
$638K
VPI
2685
Value Partners Investments
Manitoba, Canada
$636K -$79.3K -257 -11%
RLIM
2686
Red Lighthouse Investment Management
New York
$635K
OLVIG
2687
Oliver Lagore Vanvalin Investment Group
Michigan
$635K +$133K +432 +27%
EWA
2688
ERTS Wealth Advisors
Michigan
$635K -$22.2K -72 -3%
HS
2689
Horan Securities
United States
$633K +$71.9K +233 +13%
CWM
2690
Centric Wealth Management
Illinois
$632K -$309 -1 -0%
ACP
2691
Aveo Capital Partners
Colorado
$632K +$66.7K +216 +12%
AFS
2692
Access Financial Services
Minnesota
$631K -$61.8K -200 -9%
BCMLT
2693
Beacon Capital Management LLC (Tennessee)
Tennessee
$631K -$309 -1 -0%
IF
2694
IRON Financial
Illinois
$629K +$44.8K +145 +8%
IA
2695
Inspire Advisors
Idaho
$629K -$14.5K -47 -2%
MC
2696
Mayar Capital
United Kingdom
$629K
OAJ
2697
Ogorek Anthony Joseph
New York
$629K
FFM
2698
Forum Financial Management
Illinois
$629K -$63.3K -205 -9%
RCG
2699
Resource Consulting Group
Florida
$629K
CWM
2700
Campbell Wealth Management
Virginia
$627K +$63.6K +206 +11%