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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 %
SPA
2776
Shore Point Advisors
New Jersey
$568K
PC
2777
Port Capital
Illinois
$567K -$2.47K -8 -0.4%
STC
2778
Sarah T. Connolly
$567K -$216K -700 -28%
PWSG
2779
Pacific Wealth Strategies Group
California
$566K
IF
2780
Insight Folios
North Carolina
$566K -$8.95K -29 -2%
VWA
2781
VERITY Wealth Advisors
United States
$566K +$12.7K +41 +2%
WA
2782
Wealthstream Advisors
New York
$565K +$54.7K +177 +11%
MPCG
2783
Matrix Private Capital Group
New York
$563K -$15.1K -49 -3%
RAM
2784
Rempart Asset Management
Canada
$563K
TSS
2785
Two Sigma Securities
New York
$563K +$563K +1,823 New
MA
2786
MBA Advisors
Pennsylvania
$563K
TWP
2787
Tower Wealth Partners
Pennsylvania
$563K
DP
2788
Dearborn Partners
Illinois
$562K -$33.3K -108 -6%
CAM
2789
Campion Asset Management
Virginia
$562K +$29.3K +95 +6%
MIM
2790
Merrion Investment Management
New Jersey
$562K
RTC
2791
Riverview Trust Company
Washington
$559K -$31.2K -101 -5%
AG
2792
Algert Global
California
$559K
RWA
2793
Redmont Wealth Advisors
Illinois
$559K -$276K -894 -33%
C
2794
CEDRUS
Colorado
$559K +$25.6K +83 +5%
HFS
2795
HBC Financial Services
Washington
$558K
CNWM
2796
Clay Northam Wealth Management
California
$558K -$2.78K -9 -0.5%
T
2797
TRUADVICE
Florida
$558K -$59.5K -181 -10%
AHC
2798
Adell Harriman & Carpenter
Texas
$556K +$20.7K +67 +4%
EBA
2799
Eagle Bay Advisors
New York
$555K -$97.3K -315 -15%
CPSC
2800
Carl P. Sherr & Co
Massachusetts
$555K