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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 %
HP
2951
Hyperion Partners
Pennsylvania
$505K
FWA
2952
FSC Wealth Advisors
New York
$504K
GWMIA
2953
Global Wealth Management Investment Advisory
Florida
$503K
BBWA
2954
Bell & Brown Wealth Advisors
California
$502K
GF
2955
Gries Financial
Ohio
$502K +$4.77K +14 +1%
ACM
2956
AUA Capital Management
Pennsylvania
$501K -$162K -475 -24%
WFMPM
2957
Woodley Farra Manion Portfolio Management
Indiana
$501K +$4.77K +14 +1%
SC
2958
Schiavi & Co
Delaware
$500K +$12.6K +37 +3%
NCM
2959
Noesis Capital Mangement
Florida
$499K +$3.07K +9 +0.6%
LCM
2960
Logan Capital Management
Pennsylvania
$499K
BBPWM
2961
Blue Bell Private Wealth Management
Pennsylvania
$499K +$341K +1,000 +216%
AWMNH
2962
Arcadia Wealth Management (New Hampshire)
New Hampshire
$498K +$29K +85 +6%
SA
2963
Syntax Advisors
New York
$498K -$74K -217 -13%
VCG
2964
Vantage Consulting Group
Virginia
$498K -$74K -217 -13%
KOMWMG
2965
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$498K -$50.4K -148 -9%
RPA
2966
Rock Point Advisors
Vermont
$497K +$64.8K +190 +15%
F4L
2967
Fortune 45 LLC
Louisiana
$496K +$32.1K +94 +7%
GIM
2968
Guild Investment Management
California
$494K
KC
2969
Kades & Cheifetz
Pennsylvania
$494K -$18.4K -54 -4%
BFWA
2970
Benchmark Financial Wealth Advisors
Florida
$494K +$11.9K +35 +2%
CFG
2971
Carr Financial Group
Massachusetts
$492K +$13.3K +39 +3%
MFT
2972
Moisand Fitzgerald Tamayo
Florida
$492K -$184K -539 -27%
JWM
2973
JGP Wealth Management
Oregon
$491K
GIC
2974
GFI Investment Counsel
Ontario, Canada
$491K +$43K +126 +10%
MCA
2975
Martin Capital Advisors
Texas
$491K +$20.5K +60 +4%