BRK.B icon

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 %
DU
3051
Delphia (USA)
Ontario, Canada
$379K -$191K -619 -34%
FSWA
3052
Financial Synergies Wealth Advisors
Texas
$379K
OFG
3053
Omega Financial Group
California
$379K
OA
3054
Oxbow Advisors
Texas
$377K -$618 -2 -0.2%
C1AG
3055
Client 1st Advisory Group
Florida
$377K
RWRC
3056
R.W. Roge & Company
New York
$377K
SFA
3057
Souders Financial Advisors
Ohio
$376K +$618 +2 +0.2%
FFW
3058
Fusion Family Wealth
New York
$375K -$29.3K -95 -7%
FC
3059
Fusion Capital
South Carolina
$375K +$30.9K +100 +9%
CPC
3060
Consolidated Planning Corp
Georgia
$375K -$25.6K -83 -6%
WCP
3061
Wick Capital Partners
Pennsylvania
$375K +$2.16K +7 +0.6%
BA
3062
Bridge Advisory
California
$375K
MWM
3063
Massachusetts Wealth Management
Massachusetts
$372K
RWM
3064
Rezny Wealth Management
Florida
$371K -$61.8K -200 -14%
AC
3065
AXQ Capital
New Jersey
$371K +$371K +1,200 New
UCMOK
3066
United Capital Management of KS
Kansas
$370K
BWM
3067
Bulltick Wealth Management
Florida
$369K -$117K -379 -24%
DAC
3068
Dividend Assets Capital
South Carolina
$369K
MWP
3069
Meredith Wealth Planning
Illinois
$369K
TA
3070
TFB Advisors
Kansas
$369K +$46K +149 +14%
FC
3071
Financial Council
Maryland
$367K
GAM
3072
Gould Asset Management
California
$366K -$18.5K -60 -5%
LFP
3073
Leeward Financial Partners
Washington
$366K -$2.47K -8 -0.7%
AAM
3074
Augustine Asset Management
Florida
$365K -$4.63K -15 -1%
MPPLM
3075
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$364K -$9.57K -31 -3%