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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 %
SFA
2901
Source Financial Advisors
New York
$545K +$63.1K +185 +13%
LS
2902
Livforsakringsbolaget Skandia
Sweden
$543K
DDPIC
2903
Deroy & Devereaux Private Investment Counsel
Michigan
$543K
WAC
2904
William Allan Corp
Colorado
$543K -$5.12K -15 -0.9%
KLWA
2905
Kelly Lawrence W & Associates
California
$543K -$3.39K -10 -0.6%
MGI
2906
MayTech Global Investments
New York
$539K
CCM
2907
Coerente Capital Management
Ontario, Canada
$539K +$27.3K +80 +5%
HCM
2908
Highview Capital Management
Illinois
$539K -$23.9K -70 -4%
CWA
2909
Carolina Wealth Advisors
South Carolina
$539K
OFW
2910
Omnia Family Wealth
Florida
$538K
CCP
2911
Carmel Capital Partners
California
$535K -$6.82K -20 -1%
OA
2912
Oxbow Advisors
Texas
$534K +$117K +344 +28%
APWA
2913
Atlas Private Wealth Advisors
New Jersey
$533K +$266K +781 +100%
BAMG
2914
Brand Asset Management Group
Missouri
$533K -$3.07K -9 -0.6%
SFC
2915
Strategic Financial Concepts
Texas
$533K +$4.43K +13 +0.8%
MWM
2916
Massachusetts Wealth Management
Massachusetts
$532K +$121K +355 +29%
CRI
2917
Colonial River Investments
Virginia
$531K -$615K -1,803 -54%
GAB
2918
German American Bancorp
Indiana
$530K -$39.2K -115 -7%
ABP
2919
Arthur B. Page
$530K
DIP
2920
DT Investment Partners
Pennsylvania
$530K
ATWA
2921
Arbor Trust Wealth Advisors
Michigan
$530K -$317K -931 -37%
NRG
2922
Nemes Rush Group
Michigan
$529K +$529K +1,551 New
BEC
2923
Blue Edge Capital
Virginia
$528K
PWM
2924
Paulson Wealth Management
Illinois
$528K +$528K +1,548 New
KBFS
2925
Kohmann Bosshard Financial Services
Ohio
$527K +$14K +41 +3%