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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 %
GWWM
2976
Great Waters Wealth Management
Minnesota
$490K -$3.41K -10 -0.7%
CIM
2977
Contravisory Investment Management
Massachusetts
$488K -$2.73K -8 -0.6%
SCM
2978
SKBA Capital Management
California
$487K
RCA
2979
Ranch Capital Advisors
Florida
$487K -$7.16K -21 -1%
HWM
2980
Horizons Wealth Management
North Carolina
$486K
AFGAS
2981
Allegiance Financial Group Advisory Services
Virginia
$486K +$341 +1 +0.1%
BCP
2982
Berkeley Capital Partners
Georgia
$485K -$1.02K -3 -0.2%
FA
2983
Financial Advisors
Massachusetts
$485K
JCIA
2984
Jackson Creek Investment Advisors
Colorado
$484K
CPW
2985
Crestmont Private Wealth
Texas
$483K +$45.7K +134 +10%
ML
2986
Mayport LLC
Massachusetts
$483K
FA
2987
FC Advisory
Pennsylvania
$483K
AHC
2988
Adell Harriman & Carpenter
Texas
$482K -$134K -391 -22%
VAF
2989
Values Added Financial
District of Columbia
$481K +$481K +1,412 New
IWA
2990
IVC Wealth Advisors
Pennsylvania
$481K -$2.05K -6 -0.4%
MAM
2991
Milestone Asset Management
Pennsylvania
$481K -$341 -1 -0.1%
CWM
2992
Cedar Wealth Management
California
$480K
HI
2993
Hoey Investments
Pennsylvania
$480K +$338K +990 +237%
HAFS
2994
Hapanowicz & Associates Financial Services
Pennsylvania
$480K
RAG
2995
RIA Advisory Group
Iowa
$479K -$38.9K -114 -8%
WPC
2996
White Pine Capital
Minnesota
$478K +$15.3K +45 +3%
RWM
2997
Rezny Wealth Management
Florida
$477K +$68.2K +200 +17%
AFP
2998
Alpha Financial Partners
Kentucky
$476K +$2.05K +6 +0.4%
SFG
2999
Sterling Financial Group
California
$475K -$7.16K -21 -1%
HIS
3000
Harvest Investment Services
Illinois
$474K +$2.05K +6 +0.4%