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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 %
JTWM
2751
Jackson Thornton Wealth Management
Alabama
$670K +$69.6K +204 +12%
CTB
2752
Country Trust Bank
Illinois
$670K
VFP
2753
Verus Financial Partners
Virginia
$669K +$4.17K +12 +0.6%
PC
2754
Permit Capital
Pennsylvania
$668K
TFP
2755
Triune Financial Partners
Kansas
$668K -$1.71K -5 -0.3%
LFA
2756
Level Financial Advisors
New York
$667K +$17.7K +52 +3%
CWA
2757
Choice Wealth Advisors
Maine
$666K
CCG
2758
Capital CS Group
California
$665K
WFA
2759
WestHill Financial Advisors
California
$665K
DRD
2760
Dennis R. Delaney
$663K
GHAM
2761
Gilman Hill Asset Management
Connecticut
$662K +$299K +876 +82%
EA
2762
Emerald Advisors
Washington
$660K -$4.09K -12 -0.6%
BAM
2763
Boyar Asset Management
New York
$658K -$7.5K -22 -1%
CAM
2764
Campion Asset Management
Virginia
$658K +$37.2K +109 +6%
SMA
2765
Seven Mile Advisory
New Jersey
$657K +$657K +1,928 New
VCWA
2766
Vanguard Capital Wealth Advisors
Colorado
$655K
WAM
2767
Winslow Asset Management
Ohio
$654K -$3.41K -10 -0.5%
EG
2768
Ellerson Group
Maryland
$653K -$6.82K -20 -1%
EGWAG
2769
Elwood & Goetz Wealth Advisory Group
Georgia
$652K
RI
2770
Rinkey Investments
California
$652K +$21.1K +62 +3%
UBV
2771
United Bank (Virginia)
Virginia
$650K
JC
2772
Jentner Corp
Ohio
$648K
SPA
2773
Sherbrooke Park Advisers
New York
$648K -$171K -500 -21%
NED
2774
Nancy E. Dempze
$647K -$17.1K -50 -3%
PFP
2775
Paragon Financial Partners
California
$646K