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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 %
FIBT
2926
First International Bank & Trust
North Dakota
$525K
WCWM
2927
Wooster Corthell Wealth Management
Connecticut
$524K -$341 -1 -0.1%
AP
2928
Americana Partners
Texas
$524K +$209K +614 +67%
LBA
2929
Lowell Blake & Associates
Massachusetts
$520K
DWMS
2930
Dominguez Wealth Management Solutions
Virginia
$519K
AIFAIM
2931
American Institute for Advanced Investment Management
Arizona
$519K +$72.3K +212 +16%
MM
2932
Meridian Management
Arkansas
$518K +$25.2K +74 +5%
BAWC
2933
Boyce & Associates Wealth Consulting
Texas
$516K
BMA
2934
Brooks Moore & Associates
Tennessee
$515K
PAA
2935
Peregrine Asset Advisers
Oregon
$514K
WA
2936
Wealth Advisors
California
$514K +$137K +397 +36%
PPWM
2937
PFG Private Wealth Management
Florida
$513K
KCM
2938
KRS Capital Management
Michigan
$513K
CBC
2939
Coombe, Bender & Co
New York
$512K -$19.8K -58 -4%
LNWWM
2940
Laird Norton Wetherby Wealth Management
California
$512K
CP
2941
Capital Planning
Washington
$512K
LWMM
2942
Legacy Wealth Management (Mississippi)
Mississippi
$512K
T
2943
TrueFG
Texas
$511K
KWM
2944
KFG Wealth Management
Indiana
$509K
1IA
2945
1834 Investment Advisors
Wisconsin
$509K
CFG
2946
Compton Financial Group
Maryland
$508K
SIC
2947
Shoker Investment Counsel
Ohio
$508K
NL
2948
Navalign LLC
California
$507K +$27.3K +80 +6%
MWA
2949
Monograph Wealth Advisors
California
$506K
JHCP
2950
Jackson Hole Capital Partners
Oklahoma
$505K -$507K -1,486 -50%