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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 %
HAG
2801
HF Advisory Group
Maryland
$555K +$155K +503 +39%
AWM
2802
Act Wealth Management
Texas
$554K +$16.7K +54 +3%
CIA
2803
Caerus Investment Advisors
Texas
$553K
IFA
2804
Index Fund Advisors
California
$552K -$3.4K -11 -0.6%
TWP
2805
Tempus Wealth Planning
California
$550K
SAM
2806
Selway Asset Management
$550K -$156K -505 -22%
WB
2807
West Bancorporation
Iowa
$550K
CS
2808
Capital Square
Tennessee
$548K -$265K -847 -33%
FF
2809
Francis Financial
$547K -$102K -329 -16%
PFM
2810
Phillips Financial Management
Indiana
$547K +$8.95K +29 +2%
RFM
2811
Royal Fund Management
Florida
$546K -$17.3K -56 -3%
PA
2812
Planning Alternatives
Michigan
$545K +$261K +844 +92%
WCM
2813
Washburn Capital Management
Florida
$544K -$58.7K -190 -10%
CCP
2814
Cassia Capital Partners
North Carolina
$544K -$6.48K -21 -1%
JTWM
2815
Jackson Thornton Wealth Management
Alabama
$544K +$78.1K +253 +17%
TPWM
2816
Twelve Points Wealth Management
Massachusetts
$542K -$61.8K -200 -10%
BFA
2817
Beacon Financial Advisory
Ohio
$542K +$617 +2 +0.1%
DGAM
2818
Desjardins Global Asset Management
Quebec, Canada
$540K -$537K -1,740 -50%
UL
2819
Unionview LLC
Washington
$539K
FIC
2820
Family Investment Center
Missouri
$539K -$15.4K -50 -3%
PIAS
2821
PCA Investment Advisory Services
Ohio
$537K +$537K +1,738 New
RFN
2822
Redwood Financial Network
Ohio
$534K +$4.94K +16 +0.9%
CAL
2823
Capital Advisors Ltd
Ohio
$533K -$155K -503 -23%
MCIA
2824
Mountain Capital Investment Advisors
Colorado
$533K
TCM
2825
True Capital Management
California
$531K +$30.9K +100 +6%