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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 %
HCM
2901
HMS Capital Management
Tennessee
$595K
ZCM
2902
Ziegler Capital Management
Illinois
$594K -$38.2K -109 -6%
CCM
2903
Crabel Capital Management
California
$593K +$593K +1,693 New
HPIA
2904
Hamilton Point Investment Advisors
North Carolina
$593K -$4.2K -12 -0.7%
AW
2905
Atlas Wealth
Ohio
$592K
NFA
2906
Northern Financial Advisors
Michigan
$592K
KBFS
2907
Kohmann Bosshard Financial Services
Ohio
$592K +$50.8K +145 +9%
OFW
2908
Omnia Family Wealth
Florida
$591K +$38.5K +110 +7%
FSC
2909
Full Sail Capital
Oklahoma
$589K -$14K -40 -2%
CS
2910
Capital Square
Tennessee
$589K
GAB
2911
German American Bancorp
Indiana
$589K +$43.8K +125 +8%
WSWA
2912
Warren Street Wealth Advisors
California
$587K +$2.1K +6 +0.4%
SWM
2913
Sendero Wealth Management
Texas
$585K -$135K -386 -19%
FWM
2914
Forza Wealth Management
Florida
$585K
WAC
2915
William Allan Corp
Colorado
$585K +$27K +77 +5%
CCFM
2916
Clear Creek Financial Management
Washington
$583K +$172K +490 +42%
MIA
2917
Milestone Investment Advisors
Wisconsin
$582K +$582K +1,661 New
QFA
2918
Quantum Financial Advisors
California
$582K
PIM
2919
Progressive Investment Management
Oregon
$581K
KFG
2920
Kingdom Financial Group
Arizona
$580K +$5.96K +17 +1%
MM
2921
Meridian Management
Arkansas
$580K +$48.3K +138 +9%
HI
2922
Human Investing
Oregon
$579K
WQ
2923
Wealth Quarterback
New Jersey
$577K
TCM
2924
Tradewinds Capital Management
Washington
$576K -$69.7K -199 -11%
DA
2925
Doliver Advisors
Texas
$576K