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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 %
CWM
2951
Cedar Wealth Management
California
$435K
NL
2952
Navalign LLC
California
$435K
HAFS
2953
Hapanowicz & Associates Financial Services
Pennsylvania
$434K
BWM
2954
Birchcreek Wealth Management
Ohio
$434K
CFG
2955
Carr Financial Group
Massachusetts
$434K -$165K -533 -28%
NWM
2956
Northcape Wealth Management
New York
$434K +$434K +1,405 New
CB
2957
Centennial Bank
Arkansas
$432K -$15.4K -50 -3%
BAM
2958
Bosun Asset Management
Illinois
$432K
DWM
2959
Defined Wealth Management
Oregon
$432K
AFP
2960
Alpha Financial Partners
Kentucky
$429K -$78.4K -254 -15%
HIS
2961
Harvest Investment Services
Illinois
$427K -$77.2K -250 -15%
DTC
2962
Davidson Trust Company
Washington
$427K +$146K +472 +52%
OPTFSNA
2963
Old Point Trust & Financial Services N A
Virginia
$426K +$7.72K +25 +2%
AL
2964
ADE LLC
Maryland
$426K
CL
2965
COWA LLC
Oklahoma
$426K -$41.4K -134 -9%
GWM
2966
Gitterman Wealth Management
New Jersey
$426K
MCA
2967
Martin Capital Advisors
Texas
$426K +$18.5K +60 +5%
CASB
2968
Cape Ann Savings Bank
Massachusetts
$425K -$18.5K -60 -4%
AWMNH
2969
Arcadia Wealth Management (New Hampshire)
New Hampshire
$425K +$425K +1,376 New
FWI
2970
Facet Wealth Inc
Maryland
$425K +$309 +1 +0.1%
CCA
2971
Cottonwood Capital Advisors
Utah
$425K +$45.1K +146 +12%
AWM
2972
AAF Wealth Management
Massachusetts
$423K
DPI
2973
Diversified Portfolios Inc
Michigan
$421K -$154K -500 -27%
ETIA
2974
Epic Trust Investment Advisors
Washington
$421K -$30.3K -98 -7%
F4L
2975
Fortune 45 LLC
Louisiana
$421K +$421K +1,362 New