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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 %
DA
2876
Doliver Advisors
Texas
$561K
WFO
2877
Wealthgate Family Office
Colorado
$561K
MCM
2878
Mendel Capital Management
Arkansas
$560K -$1.02K -3 -0.2%
MC
2879
Matisse Capital
Oregon
$559K
KFG
2880
Kingdom Financial Group
Arizona
$559K +$559K +1,639 New
EB
2881
Exchange Bank
California
$558K +$558K +1,635 New
FWM
2882
FMB Wealth Management
California
$557K -$682 -2 -0.1%
NFP
2883
NorthLanding Financial Partners
New York
$556K -$1.84M -5,394 -77%
OWA
2884
Opal Wealth Advisors
New York
$554K -$20.5K -60 -4%
RFS
2885
Retirement Financial Solutions
Tennessee
$553K +$553K +1,622 New
PIFP
2886
Partners in Financial Planning
Virginia
$551K +$191K +560 +53%
LSA
2887
L & S Advisors
California
$551K +$128K +374 +30%
LA
2888
Latitude Advisors
Florida
$551K -$746K -2,189 -58%
TBNY
2889
Trustco Bank (New York)
New York
$550K
HIM
2890
Hanlon Investment Management
New Jersey
$550K +$9.55K +28 +2%
CF
2891
Clarity Financial
Texas
$550K +$550K +1,612 New
MWA
2892
Motive Wealth Advisors
Michigan
$549K +$2.73K +8 +0.5%
LFP
2893
Leeward Financial Partners
Washington
$549K +$145K +425 +36%
WCWM
2894
Willow Creek Wealth Management
California
$548K +$107K +314 +24%
FWP
2895
Falcon Wealth Planning
California
$548K +$117K +342 +27%
TCBWMS
2896
Texas Capital Bank Wealth Management Services
Texas
$547K -$341 -1 -0.1%
WCM
2897
Washburn Capital Management
Florida
$547K -$54.6K -160 -9%
FA
2898
Fiducient Advisors
Illinois
$547K +$244K +717 +81%
FDS
2899
First Dallas Securities
Texas
$546K
HCM
2900
Hengehold Capital Management
Ohio
$545K -$278K -815 -34%