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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 %
AIA
2701
Angeles Investment Advisors
California
$624K +$361K +1,169 +137%
HCP
2702
Hexagon Capital Partners
Arkansas
$621K -$2.16K -7 -0.3%
QFA
2703
Quattro Financial Advisors
Texas
$621K
AHC
2704
Anderson Hoagland & Co
Missouri
$621K
ML
2705
McAdam LLC
Pennsylvania
$621K +$162K +524 +35%
AIA
2706
Affinity Investment Advisors
California
$618K
WDG
2707
Wealth Dimensions Group
Ohio
$618K -$270K -875 -30%
SC
2708
Skylands Capital
Wisconsin
$618K
GCL
2709
Gouws Capital LLC
North Carolina
$618K
GWM
2710
Greenhouse Wealth Management
Connecticut
$617K
MWM
2711
McNaughton Wealth Management
California
$616K +$6.48K +21 +1%
EE
2712
EWG Elevate
California
$616K +$31.5K +102 +5%
THWM
2713
Taylor Hoffman Wealth Management
Virginia
$615K -$7.72K -25 -1%
TAM
2714
Trillium Asset Management
Massachusetts
$613K -$747K -2,272 -55%
VFP
2715
Verus Financial Partners
Virginia
$612K +$10.2K +32 +2%
MFT
2716
Moisand Fitzgerald Tamayo
Florida
$612K +$6.48K +21 +1%
LC
2717
Landaas & Company
Wisconsin
$611K
CAM
2718
Cidel Asset Management
Ontario, Canada
$610K +$1.54K +5 +0.3%
CMA
2719
Cedar Mountain Advisors
Oregon
$610K -$3.71K -12 -0.6%
CTB
2720
Country Trust Bank
Illinois
$607K
TFP
2721
Triune Financial Partners
Kansas
$606K +$15.4K +50 +3%
SWM
2722
Sugarloaf Wealth Management
Georgia
$605K +$24.1K +78 +4%
PC
2723
Permit Capital
Pennsylvania
$605K -$171K -555 -22%
CWA
2724
Choice Wealth Advisors
Maine
$603K
AO
2725
Advisor OS
Illinois
$603K +$302K +977 +100%