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Berkshire Hathaway Class B

3,624 hedge funds and large institutions have $296B invested in Berkshire Hathaway Class B in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,468 increasing their positions, 1,358 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,624
Holders Change
+39
Holders Change %
+1.09%
% of All Funds
57.78%
Holding in Top 10
697
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+8.23%
% of All Funds
11.11%
New
160
Increased
1,468
Reduced
1,358
Closed
81
Calls
$6.44B
Puts
$3.86B
Net Calls
+$2.57B
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Shares
Change %
FOA
2701
Five Oceans Advisors
California
$783K
AWM
2702
Austin Wealth Management
Texas
$782K +$782K +2,156 New
ACP
2703
Aveo Capital Partners
Colorado
$782K +$52.5K +150 +7%
KIC
2704
Kensington Investment Counsel
California
$780K +$72.9K +208 +10%
WFA
2705
WMG Financial Advisors
Tennessee
$780K +$7.01K +20 +0.9%
AIP
2706
Almanack Investment Partners
Pennsylvania
$779K +$59.6K +170 +8%
SR
2707
Syntax Research
Florida
$779K +$779K +2,224 New
PSFG
2708
Prairie Sky Financial Group
Illinois
$777K +$185K +527 +31%
TWM
2709
Triton Wealth Management
Arizona
$775K
AFS
2710
Annapolis Financial Services
Maryland
$773K
SWM
2711
Shelton Wealth Management
Texas
$771K -$12.3K -35 -2%
JC
2712
Jentner Corp
Ohio
$771K +$105K +300 +16%
TC
2713
Toews Corporation
New Jersey
$771K +$771K +2,200 New
CAL
2714
Capital Advisors Ltd
Ohio
$770K
TF
2715
TLWM Financial
Texas
$769K +$17.5K +50 +2%
FIC
2716
Family Investment Center
Missouri
$768K +$32.2K +92 +4%
WSCM
2717
Wellington Shields Capital Management
New York
$767K +$28K +80 +4%
JGUA
2718
John G. Ullman & Associates
New York
$767K -$16.1K -46 -2%
TFO
2719
Tarbox Family Office
California
$766K
WFA
2720
Wellspring Financial Advisors
Ohio
$763K
BIA
2721
Bigelow Investment Advisors
Maine
$762K
SF
2722
Safeguard Financial
Wisconsin
$760K -$11.6K -33 -1%
BFA
2723
Beacon Financial Advisory
Ohio
$758K +$701 +2 +0.1%
ZB
2724
Zions Bancorporation
Utah
$758K -$18.2K -52 -2%
AWM
2725
Accel Wealth Management
Iowa
$757K