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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 %
IC
2851
Iconiq Capital
California
$583K -$3.41K -10 -0.6%
PSIWM
2852
Paradigm Strategies in Wealth Management
Minnesota
$583K
KAM
2853
KEB Asset Management
Illinois
$582K
HPIA
2854
Hamilton Point Investment Advisors
North Carolina
$581K +$180K +528 +45%
OCG
2855
Opus Capital Group
Ohio
$580K
BIM
2856
Bridgecreek Investment Management
Oklahoma
$580K
DSC
2857
Duncker Streett & Co
Missouri
$580K +$10.2K +30 +2%
HCM
2858
HMS Capital Management
Tennessee
$579K
RIM
2859
Redwood Investment Management
Arizona
$578K +$578K +1,695 New
MFC
2860
Mechanics Financial Corp
Ohio
$578K
MA
2861
MJP Associates
Connecticut
$577K +$81.8K +240 +17%
PSFG
2862
Prairie Sky Financial Group
Illinois
$577K +$577K +1,692 New
NFA
2863
Northern Financial Advisors
Michigan
$577K -$60K -176 -9%
OWA
2864
Outlook Wealth Advisors
Texas
$575K +$69.2K +203 +14%
RWG
2865
Ratio Wealth Group
Colorado
$570K +$570K +1,672 New
WSWA
2866
Warren Street Wealth Advisors
California
$569K +$5.12K +15 +0.9%
FWM
2867
Forza Wealth Management
Florida
$569K
QFA
2868
Quantum Financial Advisors
California
$566K
PIM
2869
Progressive Investment Management
Oregon
$566K
TF
2870
TimeScale Financial
Massachusetts
$565K -$68.2K -200 -11%
HI
2871
Human Investing
Oregon
$564K +$137K +403 +32%
PIAS
2872
PCA Investment Advisory Services
Ohio
$563K -$29.3K -86 -5%
FWI
2873
Facet Wealth Inc
Maryland
$563K +$80.1K +228 +17%
WQ
2874
Wealth Quarterback
New Jersey
$562K -$228K -668 -29%
1IA
2875
1620 Investment Advisors
Massachusetts
$562K +$3.75K +11 +0.7%