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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 %
SB
2676
Sunflower Bank
Texas
$735K -$66.2K -194 -8%
SAM
2677
Secure Asset Management
Michigan
$734K -$7.16K -21 -1%
SL
2678
Salomon & Ludwin
Virginia
$733K -$1.36K -4 -0.2%
SC
2679
Schoolcraft Capital
Colorado
$733K
CBOR
2680
Community Bank of Raymore
Missouri
$733K +$228K +670 +45%
TF
2681
TLWM Financial
Texas
$732K -$6.48K -19 -0.9%
VIM
2682
Vista Investment Management
Pennsylvania
$731K -$5.12K -15 -0.7%
CWP
2683
Curated Wealth Partners
California
$728K -$22.2K -65 -3%
ECM
2684
Estabrook Capital Management
New York
$726K
RB
2685
Rodgers Brothers
Pennsylvania
$726K +$72K +211 +11%
HNWAG
2686
High Net Worth Advisory Group
Florida
$726K -$66.2K -194 -8%
IAA
2687
Ironsides Asset Advisors
North Carolina
$725K
AWM
2688
Act Wealth Management
Texas
$724K +$112K +328 +18%
OFP
2689
OLIO Financial Planning
Virginia
$724K
BCMLT
2690
Beacon Capital Management LLC (Tennessee)
Tennessee
$723K +$25.9K +76 +4%
MGAM
2691
McGowan Group Asset Management
Texas
$722K
APIM
2692
Agate Pass Investment Management
Washington
$720K +$67.5K +198 +10%
WSCM
2693
Wellington Shields Capital Management
New York
$720K
Marshall Wace
2694
Marshall Wace
United Kingdom
$719K -$17.3M -50,698 -96%
SI
2695
Saxon Interests
Texas
$717K -$3.07K -9 -0.4%
FIC
2696
Family Investment Center
Missouri
$716K +$121K +355 +20%
VPI
2697
Value Partners Investments
Manitoba, Canada
$715K +$10.9K +32 +2%
CWM
2698
Campbell Wealth Management
Virginia
$713K +$20.5K +60 +3%
VBCG
2699
Valley Brook Capital Group
Pennsylvania
$711K -$17.1K -50 -2%
CCP
2700
Cassia Capital Partners
North Carolina
$711K +$110K +322 +18%