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Berkshire Hathaway Class B

3,624 hedge funds and large institutions have $296B invested in Berkshire Hathaway Class B in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,468 increasing their positions, 1,358 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,624
Holders Change
+39
Holders Change %
+1.09%
% of All Funds
57.78%
Holding in Top 10
697
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+8.23%
% of All Funds
11.11%
New
160
Increased
1,468
Reduced
1,358
Closed
81
Calls
$6.44B
Puts
$3.86B
Net Calls
+$2.57B
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Shares
Change %
SFM
2801
Signet Financial Management
New Jersey
$686K -$43.8K -125 -6%
LFA
2802
Level Financial Advisors
New York
$685K -$350 -1 -0.1%
CWA
2803
Choice Wealth Advisors
Maine
$684K
CCG
2804
Capital CS Group
California
$683K
SMA
2805
Seven Mile Advisory
New Jersey
$682K +$6.31K +18 +0.9%
Members Trust
2806
Members Trust
Florida
$682K -$39.3K -110 -5%
EA
2807
Emerald Advisors
Washington
$678K
CAM
2808
Campion Asset Management
Virginia
$676K
BAM
2809
Boyar Asset Management
New York
$676K
DGAM
2810
Desjardins Global Asset Management
Quebec, Canada
$676K +$62.7K +179 +10%
WAM
2811
Winslow Asset Management
Ohio
$672K
EG
2812
Ellerson Group
Maryland
$671K
CWP
2813
Cyndeo Wealth Partners
Florida
$669K +$254K +725 +61%
DRD
2814
Dennis R. Delaney
$667K -$14K -40 -2%
MA
2815
MJP Associates
Connecticut
$666K +$72.9K +208 +12%
NED
2816
Nancy E. Dempze
$664K
PFP
2817
Paragon Financial Partners
California
$664K
MPCG
2818
Matrix Private Capital Group
New York
$661K +$701 +2 +0.1%
VBWMG
2819
Von Berge Wealth Management Group
California
$661K
RI
2820
Rinkey Investments
California
$660K -$9.81K -28 -1%
GHAM
2821
Gilman Hill Asset Management
Connecticut
$660K -$20.7K -59 -3%
MFA
2822
McClarren Financial Advisors
Pennsylvania
$659K
TFA
2823
Triad Financial Advisors
North Carolina
$659K -$2.8K -8 -0.4%
MRWM
2824
ML&R Wealth Management
Texas
$656K -$6.3M -17,972 -91%
LG
2825
LAM Group
Oregon
$656K