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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 %
CIS
2851
Continental Investors Services
Washington
$509K
HCM
2852
Highview Capital Management
Illinois
$509K +$30K +97 +6%
MCM
2853
Mendel Capital Management
Arkansas
$508K -$618 -2 -0.1%
DA
2854
Doliver Advisors
Texas
$508K
WFO
2855
Wealthgate Family Office
Colorado
$508K
MC
2856
Matisse Capital
Oregon
$506K
1IA
2857
1620 Investment Advisors
Massachusetts
$505K +$2.16K +7 +0.4%
FWM
2858
FMB Wealth Management
California
$505K -$38.9K -126 -7%
BWM
2859
BCS Wealth Management
Tennessee
$502K -$1M -3,249 -67%
FSC
2860
Full Sail Capital
Oklahoma
$502K +$104K +338 +26%
TBNY
2861
Trustco Bank (New York)
New York
$498K
KLWA
2862
Kelly Lawrence W & Associates
California
$498K
KOMWMG
2863
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$497K +$58.1K +188 +13%
DIP
2864
DT Investment Partners
Pennsylvania
$497K +$9.25K +28 +2%
LFA
2865
LGT Financial Advisors
Texas
$497K
WAC
2866
William Allan Corp
Colorado
$496K
TCBWMS
2867
Texas Capital Bank Wealth Management Services
Texas
$496K +$271K +879 +121%
MWA
2868
Motive Wealth Advisors
Michigan
$494K -$63.9K -207 -11%
FDS
2869
First Dallas Securities
Texas
$494K -$7.72K -25 -2%
LS
2870
Livforsakringsbolaget Skandia
Sweden
$491K
DDPIC
2871
Deroy & Devereaux Private Investment Counsel
Michigan
$491K -$14.8K -48 -3%
CCP
2872
Carmel Capital Partners
California
$491K +$21.9K +71 +5%
SHA
2873
Seneca House Advisors
Virginia
$489K -$47.9K -155 -9%
HIM
2874
Hanlon Investment Management
New Jersey
$489K +$65.2K +211 +15%
MGI
2875
MayTech Global Investments
New York
$488K -$10.2K -33 -2%