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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 %
4WM
2926
44 Wealth Management
Oregon
$449K +$2.78K +9 +0.6%
MA
2927
MJP Associates
Connecticut
$449K -$815K -2,639 -64%
ATI
2928
Act Two Investors
California
$448K +$448K +1,452 New
GIM
2929
Guild Investment Management
California
$448K
RCA
2930
Ranch Capital Advisors
Florida
$447K +$45.1K +146 +11%
MM
2931
Meridian Management
Arkansas
$446K +$3.71K +12 +0.8%
JWM
2932
JGP Wealth Management
Oregon
$445K +$18.2K +59 +4%
MKA
2933
M. Kulyk & Associates
Georgia
$445K -$12K -39 -3%
CIM
2934
Contravisory Investment Management
Massachusetts
$445K -$4.01K -13 -0.9%
SCM
2935
SKBA Capital Management
California
$441K
SC
2936
Schiavi & Co
Delaware
$441K
BCP
2937
Berkeley Capital Partners
Georgia
$440K -$1.54K -5 -0.3%
HWM
2938
Horizons Wealth Management
North Carolina
$440K
AFGAS
2939
Allegiance Financial Group Advisory Services
Virginia
$440K
FA
2940
Financial Advisors
Massachusetts
$439K +$61.8K +200 +16%
OFS
2941
OneAscent Financial Services
Alabama
$439K -$1.85K -6 -0.4%
JCIA
2942
Jackson Creek Investment Advisors
Colorado
$438K +$438K +1,420 New
IWA
2943
IVC Wealth Advisors
Pennsylvania
$438K -$309 -1 -0.1%
ML
2944
Mayport LLC
Massachusetts
$437K +$25K +81 +6%
RWA
2945
Roberts Wealth Advisors
California
$437K -$4.64K -15 -1%
FA
2946
FC Advisory
Pennsylvania
$437K
SFG
2947
Sterling Financial Group
California
$436K
BFWA
2948
Benchmark Financial Wealth Advisors
Florida
$436K +$5.25K +17 +1%
SFA
2949
Source Financial Advisors
New York
$436K +$139K +450 +47%
MAM
2950
Milestone Asset Management
Pennsylvania
$436K -$45.7K -148 -9%