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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 %
IC
2826
Iconiq Capital
California
$531K
TFCP
2827
Twin Focus Capital Partners
Massachusetts
$530K +$7.1K +23 +1%
AGA
2828
Arkos Global Advisors
Texas
$529K +$42.3K +137 +9%
PSIWM
2829
Paradigm Strategies in Wealth Management
Minnesota
$528K
CWA
2830
Centennial Wealth Advisory
Michigan
$528K +$84K +272 +19%
KAM
2831
KEB Asset Management
Illinois
$527K
OCG
2832
Opus Capital Group
Ohio
$525K
BIM
2833
Bridgecreek Investment Management
Oklahoma
$525K
HCM
2834
HMS Capital Management
Tennessee
$524K
MFC
2835
Mechanics Financial Corp
Ohio
$523K
AW
2836
Atlas Wealth
Ohio
$522K -$11.7K -38 -2%
OWA
2837
Opal Wealth Advisors
New York
$521K +$8.34K +27 +2%
SMH
2838
Sanders Morris Harris
Texas
$521K +$521K +1,686 New
SAM
2839
Sawgrass Asset Management
Florida
$519K -$14.5K -47 -3%
SA
2840
Syntax Advisors
New York
$518K -$618 -2 -0.1%
VCG
2841
Vantage Consulting Group
Virginia
$518K -$618 -2 -0.1%
DSC
2842
Duncker Streett & Co
Missouri
$516K -$374K -1,212 -42%
GAB
2843
German American Bancorp
Indiana
$516K +$88K +285 +21%
FWM
2844
Forza Wealth Management
Florida
$515K
MFA
2845
McClarren Financial Advisors
Pennsylvania
$513K
QFA
2846
Quantum Financial Advisors
California
$513K
MIA
2847
Milestone Investment Advisors
Wisconsin
$513K +$513K +1,661 New
PIM
2848
Progressive Investment Management
Oregon
$513K
FIM
2849
FWL Investment Management
Texas
$512K +$12K +39 +2%
WSWA
2850
Warren Street Wealth Advisors
California
$511K +$117K +379 +30%