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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 %
GWM
2826
Gitterman Wealth Management
New Jersey
$607K +$136K +400 +29%
CPSC
2827
Carl P. Sherr & Co
Massachusetts
$605K -$8.18K -24 -1%
FIM
2828
FWL Investment Management
Texas
$605K +$39.6K +116 +7%
FF
2829
Francis Financial
$605K
HPM
2830
Hoxton Planning & Management
West Virginia
$602K -$34.1K -100 -5%
DE
2831
Day & Ennis
Georgia
$602K -$28K -82 -4%
GAM
2832
Gould Asset Management
California
$602K +$198K +580 +49%
RFM
2833
Royal Fund Management
Florida
$600K -$3.07K -9 -0.5%
PA
2834
Planning Alternatives
Michigan
$598K -$3.75K -11 -0.6%
DGAM
2835
Desjardins Global Asset Management
Quebec, Canada
$597K
UL
2836
Unionview LLC
Washington
$595K
MHR
2837
Matthew Hamilton Rosenberg
$595K -$48.4K -142 -8%
HFS
2838
HBC Financial Services
Washington
$595K
LC
2839
Landaas & Company
Wisconsin
$594K -$81.2K -238 -12%
EBA
2840
Eagle Bay Advisors
New York
$594K -$19.8K -58 -3%
RFN
2841
Redwood Financial Network
Ohio
$593K +$3.07K +9 +0.5%
LCM
2842
Lazari Capital Management
California
$591K +$591K +1,734 New
GFG
2843
Goldstone Financial Group
Illinois
$591K +$212K +623 +56%
CS
2844
Capital Square
Tennessee
$589K -$9.55K -28 -2%
TPWM
2845
Twelve Points Wealth Management
Massachusetts
$589K -$10.2K -30 -2%
FSC
2846
Full Sail Capital
Oklahoma
$587K +$32.7K +96 +6%
OPW
2847
Oxler Private Wealth
New York
$587K -$51.2K -150 -8%
HCC
2848
Hirtle Callaghan & Co
Pennsylvania
$585K -$342K -1,003 -37%
FCA
2849
FinTrust Capital Advisors
South Carolina
$584K
AW
2850
Atlas Wealth
Ohio
$584K