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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 %
UWPG
3026
Ullmann Wealth Partners Group
Florida
$456K +$23.9K +70 +6%
BCCM
3027
Bridge Creek Capital Management
Massachusetts
$456K -$3.41K -10 -0.7%
CCM
3028
Cutler Capital Management
Massachusetts
$456K
DPI
3029
Diversified Portfolios Inc
Michigan
$455K -$10.2K -30 -2%
CL
3030
CSS LLC
Illinois
$455K
PCA
3031
Private Capital Advisors
Connecticut
$454K
CMBA
3032
C.M. Bidwell & Associates
Hawaii
$453K -$5.8K -17 -1%
CCA
3033
Cottonwood Capital Advisors
Utah
$452K -$17.1K -50 -4%
HP
3034
Highlander Partners
Texas
$452K
CASB
3035
Cape Ann Savings Bank
Massachusetts
$451K -$18.8K -55 -4%
PS
3036
Portfolio Strategies
New York
$451K
MKA
3037
M. Kulyk & Associates
Georgia
$450K -$40.9K -120 -8%
IWP
3038
IAG Wealth Partners
Wisconsin
$448K +$208K +609 +86%
IHWM
3039
Iron Horse Wealth Management
Iowa
$448K
GFPC
3040
Global Financial Private Client
Florida
$447K
PA
3041
PFW Advisors
Georgia
$445K +$445K +1,242 New
CL
3042
COWA LLC
Oklahoma
$445K -$25.6K -75 -5%
CCA
3043
Cora Capital Advisors
New Jersey
$445K -$341 -1 -0.1%
IAP
3044
Indie Asset Partners
Indiana
$445K
SHA
3045
Seneca House Advisors
Virginia
$443K -$97.2K -285 -18%
CCM
3046
Cohen Capital Management
California
$441K
SSW
3047
Stone Summit Wealth
Florida
$441K +$5.12K +15 +1%
NMG
3048
New Millennium Group
Utah
$441K +$7.16K +21 +2%
OW
3049
Olistico Wealth
Oklahoma
$440K +$440K +1,291 New
BWM
3050
Bulltick Wealth Management
Florida
$440K +$32.1K +94 +8%