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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 %
PWA
3001
Primoris Wealth Advisors
Florida
$472K -$238K -699 -34%
OPTFSNA
3002
Old Point Trust & Financial Services N A
Virginia
$471K
AFG
3003
AFS Financial Group
Maryland
$471K +$163K +477 +53%
AL
3004
ADE LLC
Maryland
$471K
AA
3005
AlphaQ Advisors
Florida
$469K +$34.1K +100 +8%
TIM
3006
Total Investment Management
Arizona
$469K +$34.1K +100 +8%
MF
3007
Manchester Financial
California
$468K +$4.77K +14 +1%
AWM
3008
AAF Wealth Management
Massachusetts
$467K
YWM
3009
Yoder Wealth Management
California
$467K +$36.1K +106 +8%
BFP
3010
Briaud Financial Planning
Texas
$466K +$103K +303 +28%
CSIA
3011
Charles Schwab Investment Advisory
California
$466K +$121K +355 +35%
RA
3012
Riversedge Advisors
Delaware
$466K +$17.1K +50 +4%
CHA
3013
Cooper/Haims Advisors
New York
$465K +$38.2K +112 +9%
ETIA
3014
Epic Trust Investment Advisors
Washington
$464K -$682 -2 -0.1%
LA
3015
LBP AM
France
$463K +$463K +1,359 New
BWL
3016
Bogart Wealth LLC
Virginia
$463K +$20.8K +61 +5%
BCM
3017
BTC Capital Management
Iowa
$462K
WC
3018
Waterloo Capital
Texas
$461K +$8.87K +26 +2%
AFG
3019
Alterity Financial Group
Maine
$460K -$341K -1,000 -43%
CSPAM
3020
Cary Street Partners Asset Management
Virginia
$460K
BE
3021
Bonness Enterprises
District of Columbia
$460K
MFC
3022
Morris Financial Concepts
South Carolina
$460K +$3.41K +10 +0.7%
TCWA
3023
Ten Capital Wealth Advisors
Washington
$459K +$77.3K +227 +20%
SAI
3024
Systematic Alpha Investments
New Jersey
$459K
CTA
3025
Chesley Taft & Associates
Illinois
$457K -$6.82K -20 -1%