BRK.B icon

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 %
KC
2901
Kades & Cheifetz
Pennsylvania
$464K +$3.4K +11 +0.7%
KCM
2902
KRS Capital Management
Michigan
$464K +$3.71K +12 +0.8%
CCM
2903
Coerente Capital Management
Ontario, Canada
$464K -$27.8K -90 -6%
LNWWM
2904
Laird Norton Wetherby Wealth Management
California
$463K
LWMM
2905
Legacy Wealth Management (Mississippi)
Mississippi
$463K
CP
2906
Capital Planning
Washington
$463K
T
2907
TrueFG
Texas
$463K
CC
2908
Corton Capital
Ontario, Canada
$462K -$156K -505 -25%
1IA
2909
1834 Investment Advisors
Wisconsin
$461K +$19.5K +63 +4%
NECFA
2910
New England Capital Financial Advisors
Connecticut
$460K +$4.32K +14 +0.9%
CFG
2911
Compton Financial Group
Maryland
$460K +$30.9K +100 +7%
SIC
2912
Shoker Investment Counsel
Ohio
$460K
MWA
2913
Monograph Wealth Advisors
California
$459K -$71.3K -231 -13%
HP
2914
Hyperion Partners
Pennsylvania
$458K
OWA
2915
Outlook Wealth Advisors
Texas
$458K +$6.18K +20 +1%
DACG
2916
Donor Advised Charitable Giving
California
$457K
CBOR
2917
Community Bank of Raymore
Missouri
$457K +$457K +1,480 New
Commonwealth Equity Services
2918
Commonwealth Equity Services
Massachusetts
$457K +$2.34K +7,565 +0.5%
FWA
2919
FSC Wealth Advisors
New York
$457K -$55.6K -180 -11%
GWMIA
2920
Global Wealth Management Investment Advisory
Florida
$455K
BBWA
2921
Bell & Brown Wealth Advisors
California
$455K
LCM
2922
Logan Capital Management
Pennsylvania
$451K -$14.2K -46 -3%
GF
2923
Gries Financial
Ohio
$450K +$147K +476 +48%
WFMPM
2924
Woodley Farra Manion Portfolio Management
Indiana
$450K +$154K +500 +52%
NCM
2925
Noesis Capital Mangement
Florida
$449K -$5.56K -18 -1%