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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 %
UWPG
3026
Ullmann Wealth Partners Group
Florida
$392K +$21.6K +70 +6%
RPA
3027
Rock Point Advisors
Vermont
$391K -$6.79K -22 -2%
FWP
3028
Falcon Wealth Planning
California
$391K
YWM
3029
Yoder Wealth Management
California
$390K +$390K +1,264 New
EW
3030
Enzi Wealth
Texas
$390K +$1.62K +5 +0.4%
MAG
3031
MRA Advisory Group
New Jersey
$390K -$61.4K -199 -14%
RBC
3032
Roble Belko & Company
Pennsylvania
$389K -$17K -55 -4%
CHA
3033
Cooper/Haims Advisors
New York
$387K -$194K -627 -33%
CM
3034
Capula Management
Cayman Islands
$387K -$103K -333 -21%
RPCONE
3035
Retirement Planning Company of New England
Rhode Island
$387K +$32.7K +106 +9%
GF
3036
Goodman Financial
Texas
$387K
NCM
3037
Nelson Capital Management
California
$386K +$1.24K +4 +0.3%
HI
3038
Human Investing
Oregon
$386K +$3.09K +10 +0.8%
RPG
3039
Resource Planning Group
Georgia
$386K -$177K -572 -31%
AFG
3040
ABLE Financial Group
Arizona
$386K +$386K +1,250 New
RC
3041
RBF Capital
California
$383K
LSA
3042
L & S Advisors
California
$383K +$119K +386 +45%
CCM
3043
Carderock Capital Management
Maryland
$383K -$3.09K -10 -0.8%
VWM
3044
Valley Wealth Managers
New Jersey
$383K
ES
3045
Eagle Strategies
New York
$383K +$13K +42 +4%
MIM
3046
MTM Investment Management
South Carolina
$383K
XS
3047
XR Securities
Illinois
$382K +$382K +1,237 New
CAM
3048
Crestone Asset Management
Colorado
$382K
CCFM
3049
Clear Creek Financial Management
Washington
$380K -$97.9K -317 -20%
TAM
3050
TCP Asset Management
Ohio
$380K +$46.3K +150 +14%