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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 %
CWA
2876
Carolina Wealth Advisors
South Carolina
$488K
OFW
2877
Omnia Family Wealth
Florida
$487K -$23.2K -75 -5%
TWP
2878
Transparent Wealth Partners
Arkansas
$487K
BAMG
2879
Brand Asset Management Group
Missouri
$485K +$1.85K +6 +0.4%
CSC
2880
Caldwell Sutter Capital
California
$482K +$44.5K +144 +10%
CBC
2881
Coombe, Bender & Co
New York
$481K +$17.6K +57 +4%
ABP
2882
Arthur B. Page
$480K
BFG
2883
Barber Financial Group
Kansas
$480K +$58.7K +190 +14%
SFC
2884
Strategic Financial Concepts
Texas
$478K +$478K +1,549 New
BEC
2885
Blue Edge Capital
Virginia
$478K +$119K +385 +33%
FIBT
2886
First International Bank & Trust
North Dakota
$475K +$192K +623 +68%
KWM
2887
KFG Wealth Management
Indiana
$475K
WCWM
2888
Wooster Corthell Wealth Management
Connecticut
$475K +$1.85K +6 +0.4%
FFG
2889
Fortem Financial Group
California
$473K
BAWC
2890
Boyce & Associates Wealth Consulting
Texas
$473K
PFA
2891
Pathway Financial Advisers
Indiana
$472K +$60.5K +196 +15%
LBA
2892
Lowell Blake & Associates
Massachusetts
$471K
DWMS
2893
Dominguez Wealth Management Solutions
Virginia
$470K
GWWM
2894
Great Waters Wealth Management
Minnesota
$470K -$22.7K -70 -5%
RAG
2895
RIA Advisory Group
Iowa
$469K -$22.2K -72 -5%
SFS
2896
Security Financial Services
Indiana
$469K -$67.9K -220 -13%
BMA
2897
Brooks Moore & Associates
Tennessee
$466K
PAA
2898
Peregrine Asset Advisers
Oregon
$465K
KBFS
2899
Kohmann Bosshard Financial Services
Ohio
$464K
PPWM
2900
PFG Private Wealth Management
Florida
$464K