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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 %
IHWM
3001
Iron Horse Wealth Management
Iowa
$405K +$9.27K +30 +2%
GFPC
3002
Global Financial Private Client
Florida
$405K
AIFAIM
3003
American Institute for Advanced Investment Management
Arizona
$404K -$65.5K -212 -14%
CCA
3004
Cora Capital Advisors
New Jersey
$403K +$4.63K +15 +1%
IAP
3005
Indie Asset Partners
Indiana
$403K
CGFA
3006
Colton Groome Financial Advisors
North Carolina
$402K -$30.9K -100 -7%
BWL
3007
Bogart Wealth LLC
Virginia
$400K -$930K -3,012 -70%
CCM
3008
Cohen Capital Management
California
$400K
WCWM
3009
Willow Creek Wealth Management
California
$399K -$309 -1 -0.1%
RC
3010
Rovin Capital
Arizona
$399K -$37.3K -121 -9%
DW
3011
Domani Wealth
Pennsylvania
$399K
AWS
3012
Aspen Wealth Strategies
Colorado
$397K -$4.94K -16 -1%
TWM
3013
Trevian Wealth Management
Massachusetts
$397K +$3.39K +11 +0.9%
SPWG
3014
Syntegra Private Wealth Group
Missouri
$397K +$3.09K +10 +0.8%
MCM
3015
Mattern Capital Management
Colorado
$397K +$13.9K +45 +4%
CIAS
3016
CBIZ Investment Advisory Services
Ohio
$397K +$397K +1,285 New
CF
3017
Convergence Financial
Missouri
$396K +$33.7K +109 +9%
CPW
3018
Crestmont Private Wealth
Texas
$396K +$12.7K +41 +3%
ST
3019
Sentinel Trust
Texas
$395K +$154K +500 +64%
SSW
3020
Stone Summit Wealth
Florida
$395K -$23.5K -76 -6%
AIP
3021
Almanack Investment Partners
Pennsylvania
$395K -$433K -1,401 -52%
AA
3022
AlphaQ Advisors
Florida
$393K -$41.7K -135 -10%
TIM
3023
Total Investment Management
Arizona
$393K
NMG
3024
New Millennium Group
Utah
$393K -$897K -2,906 -70%
AA
3025
AJ Advisors
Tennessee
$392K -$15.7K -51 -4%