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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 %
STC
2801
Sarah T. Connolly
$626K
PWSG
2802
Pacific Wealth Strategies Group
California
$625K
VWA
2803
VERITY Wealth Advisors
United States
$625K
TWP
2804
Tower Wealth Partners
Pennsylvania
$623K +$2.05K +6 +0.3%
BHBT
2805
Burke & Herbert Bank & Trust
Virginia
$623K -$12.3K -36 -2%
BAM
2806
Bosun Asset Management
Illinois
$622K +$145K +425 +30%
RAM
2807
Rempart Asset Management
Canada
$622K
TFCP
2808
Twin Focus Capital Partners
Massachusetts
$622K +$37.2K +109 +6%
CWA
2809
CM Wealth Advisors
Ohio
$621K -$814K -2,326 -57%
CSC
2810
Caldwell Sutter Capital
California
$621K +$88K +258 +17%
MIM
2811
Merrion Investment Management
New Jersey
$620K
PFM
2812
Phillips Financial Management
Indiana
$620K +$15.7K +46 +3%
AGA
2813
Arkos Global Advisors
Texas
$619K +$35.4K +104 +6%
RTC
2814
Riverview Trust Company
Washington
$618K
AFG
2815
ABLE Financial Group
Arizona
$617K +$191K +560 +45%
AG
2816
Algert Global
California
$617K
ZCM
2817
Ziegler Capital Management
Illinois
$616K -$26.6K -78 -4%
TAM
2818
Trillium Asset Management
Massachusetts
$612K -$23.9K -70 -4%
CIA
2819
Caerus Investment Advisors
Texas
$611K
IFA
2820
Index Fund Advisors
California
$610K
SMH
2821
Sanders Morris Harris
Texas
$609K +$34.1K +100 +6%
FFG
2822
Fortem Financial Group
California
$608K +$85.3K +250 +16%
TWP
2823
Tempus Wealth Planning
California
$607K
CNWM
2824
Clay Northam Wealth Management
California
$607K -$8.87K -26 -1%
WB
2825
West Bancorporation
Iowa
$607K