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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 %
SFM
2701
Signet Financial Management
New Jersey
$710K +$341K +1,000 +92%
ACP
2702
Aveo Capital Partners
Colorado
$710K +$11.9K +35 +2%
SPWG
2703
Syntegra Private Wealth Group
Missouri
$708K +$270K +792 +62%
APSI
2704
Asset Planning Services Inc
Louisiana
$708K
Aristotle Capital Management
2705
Aristotle Capital Management
California
$708K
CWA
2706
Centennial Wealth Advisory
Michigan
$708K +$125K +366 +21%
FNA
2707
First National Advisers
Nebraska
$706K +$706K +2,070 New
EWA
2708
ERTS Wealth Advisors
Michigan
$705K +$4.09K +12 +0.6%
NCM
2709
NCM Capital Management
New Jersey
$705K
LIM
2710
Lagoda Investment Management
New York
$704K
DWM
2711
Defined Wealth Management
Oregon
$703K +$226K +663 +47%
BCP
2712
Blackhawk Capital Partners
Wisconsin
$702K -$1.6M -4,691 -69%
RLIM
2713
Red Lighthouse Investment Management
New York
$702K
VP
2714
Verum Partners
North Carolina
$702K +$385K +1,128 +121%
SWM
2715
Sendero Wealth Management
Texas
$701K +$701K +2,055 New
MA
2716
MBA Advisors
Pennsylvania
$700K +$79.1K +232 +13%
AIP
2717
Almanack Investment Partners
Pennsylvania
$700K +$264K +775 +61%
CC
2718
Callan Capital
California
$700K -$527K -1,546 -43%
IA
2719
Inspire Advisors
Idaho
$699K +$4.43K +13 +0.6%
APW
2720
Austin Private Wealth
Texas
$699K +$42.3K +124 +6%
T
2721
TRUADVICE
Florida
$698K +$91.7K +257 +15%
FFM
2722
Forum Financial Management
Illinois
$697K +$2.05K +6 +0.3%
MC
2723
Mayar Capital
United Kingdom
$695K
CAAM
2724
Cornerstone Advisors Asset Management
Pennsylvania
$695K +$57.3K +168 +9%
OAJ
2725
Ogorek Anthony Joseph
New York
$694K