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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 %
WWC
2726
Waypoint Wealth Counsel
Georgia
$693K -$1.7M -4,986 -71%
LFA
2727
LGT Financial Advisors
Texas
$690K +$142K +416 +26%
MCIA
2728
Mountain Capital Investment Advisors
Colorado
$690K +$105K +299 +18%
6F
2729
626 Financial
Michigan
$690K -$177K -520 -20%
AFS
2730
Access Financial Services
Minnesota
$690K -$6.82K -20 -1%
MWM
2731
McNaughton Wealth Management
California
$690K +$8.87K +26 +1%
KIC
2732
Kensington Investment Counsel
California
$689K +$689K +2,020 New
Members Trust
2733
Members Trust
Florida
$688K +$688K +2,019 New
FA
2734
Financial Alternatives
California
$688K -$107K -315 -14%
WA
2735
Wealthstream Advisors
New York
$686K +$62.7K +184 +10%
QFA
2736
Quattro Financial Advisors
Texas
$685K
CG
2737
Corundum Group
Colorado
$685K -$590K -1,729 -46%
UIA
2738
Ulland Investment Advisors
Minnesota
$685K +$40.9K +120 +6%
AIA
2739
Affinity Investment Advisors
California
$683K
GWM
2740
Greenhouse Wealth Management
Connecticut
$683K +$1.71K +5 +0.3%
SC
2741
Skylands Capital
Wisconsin
$682K
GCL
2742
Gouws Capital LLC
North Carolina
$682K
GS
2743
GTS Securities
New York
$681K +$681K +1,997 New
AHC
2744
Anderson Hoagland & Co
Missouri
$680K -$5.46K -16 -0.8%
THWM
2745
Taylor Hoffman Wealth Management
Virginia
$679K
EE
2746
EWG Elevate
California
$678K -$2.05K -6 -0.3%
CMA
2747
Cedar Mountain Advisors
Oregon
$674K
PA
2748
Probity Advisors
Texas
$672K +$672K +1,971 New
GLAM
2749
Gardner Lewis Asset Management
Pennsylvania
$672K +$672K +1,970 New
CAM
2750
Cidel Asset Management
Ontario, Canada
$671K -$3.07K -9 -0.5%