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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 %
BAM
2726
Boyar Asset Management
New York
$602K -$34.9K -113 -5%
CCG
2727
Capital CS Group
California
$602K
WFA
2728
WestHill Financial Advisors
California
$602K
EA
2729
Emerald Advisors
Washington
$601K +$3.71K +12 +0.6%
NED
2730
Nancy E. Dempze
$601K -$7.72K -25 -1%
DRD
2731
Dennis R. Delaney
$601K
ACM
2732
AUA Capital Management
Pennsylvania
$601K
EG
2733
Ellerson Group
Maryland
$597K -$30.9K -100 -5%
WAM
2734
Winslow Asset Management
Ohio
$596K
MCG
2735
McCollum Christoferson Group
New York
$596K +$596K +1,930 New
APW
2736
Austin Private Wealth
Texas
$595K +$7.72K +25 +1%
VCWA
2737
Vanguard Capital Wealth Advisors
Colorado
$593K
RB
2738
Rodgers Brothers
Pennsylvania
$592K
TFA
2739
Triad Financial Advisors
North Carolina
$592K -$310K -1,004 -34%
APIM
2740
Agate Pass Investment Management
Washington
$591K -$11.4K -37 -2%
EGWAG
2741
Elwood & Goetz Wealth Advisory Group
Georgia
$591K
OBWG
2742
Onyx Bridge Wealth Group
New York
$590K -$77.5K -251 -12%
UBV
2743
United Bank (Virginia)
Virginia
$589K
LFA
2744
Level Financial Advisors
New York
$588K -$15.1K -49 -3%
JC
2745
Jentner Corp
Ohio
$587K
CWA
2746
Consilium Wealth Advisory
Texas
$586K -$72.9K -236 -11%
VBWMG
2747
Von Berge Wealth Management Group
California
$585K -$931 -3 -0.2%
PFP
2748
Paragon Financial Partners
California
$585K +$5.56K +18 +1%
RIP
2749
RAM Investment Partners
Washington
$585K -$27.8K -90 -5%
FCA
2750
FinTrust Capital Advisors
South Carolina
$584K