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Berkshire Hathaway Class B

3,624 hedge funds and large institutions have $296B invested in Berkshire Hathaway Class B in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,468 increasing their positions, 1,358 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,624
Holders Change
+39
Holders Change %
+1.09%
% of All Funds
57.78%
Holding in Top 10
697
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+8.23%
% of All Funds
11.11%
New
160
Increased
1,468
Reduced
1,358
Closed
81
Calls
$6.44B
Puts
$3.86B
Net Calls
+$2.57B
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
2876
Vigilare Wealth Management
Arizona
$620K -$179K -511 -22%
EA
2877
Eclectic Associates
California
$619K -$36.8K -105 -6%
APWA
2878
Atlas Private Wealth Advisors
New Jersey
$618K +$70.1K +200 +13%
HP
2879
Hyperion Partners
Pennsylvania
$617K +$97.4K +278 +19%
WMP
2880
Wealth Management Partners
Arizona
$614K -$1.05M -3,000 -63%
RGF
2881
Retirement Guys Formula
Ohio
$614K -$653K -1,864 -52%
HCC
2882
Hirtle Callaghan & Co
Pennsylvania
$612K +$10.9K +31 +2%
TPWM
2883
Twelve Points Wealth Management
Massachusetts
$612K +$7.36K +21 +1%
UL
2884
Unionview LLC
Washington
$612K
HPM
2885
Hoxton Planning & Management
West Virginia
$611K -$7.35K -21 -1%
RCG
2886
Rock Creek Group
District of Columbia
$611K -$270K -771 -31%
ACM
2887
AUA Capital Management
Pennsylvania
$611K +$95.6K +273 +19%
IC
2888
Iconiq Capital
California
$610K +$10.5K +30 +2%
ECM
2889
ExodusPoint Capital Management
New York
$609K -$8.52M -24,316 -93%
HFS
2890
HBC Financial Services
Washington
$608K +$4.55K +13 +0.8%
WCM
2891
Washburn Capital Management
Florida
$606K +$44.5K +127 +8%
FWM
2892
FMB Wealth Management
California
$605K +$33.3K +95 +6%
RA
2893
Riversedge Advisors
Delaware
$601K +$123K +350 +26%
RWG
2894
Ratio Wealth Group
Colorado
$600K +$14.7K +42 +3%
CCP
2895
Carmel Capital Partners
California
$599K +$49.4K +141 +9%
PSIWM
2896
Paradigm Strategies in Wealth Management
Minnesota
$599K
RPA
2897
Rock Point Advisors
Vermont
$598K +$87.6K +250 +17%
EB
2898
Exchange Bank
California
$597K +$23.8K +68 +4%
BIM
2899
Bridgecreek Investment Management
Oklahoma
$596K
DSC
2900
Duncker Streett & Co
Missouri
$596K