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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 %
AA
3051
AJ Advisors
Tennessee
$438K +$4.77K +14 +1%
ST
3052
Sentinel Trust
Texas
$438K +$1.36K +4 +0.3%
CF
3053
Convergence Financial
Missouri
$438K
AWM
3054
Aspire Wealth Management
Massachusetts
$437K -$15.3K -45 -3%
SICM
3055
Sustainable Insight Capital Management
New York
$436K -$268K -786 -38%
AFM
3056
Abbot Financial Management
Massachusetts
$433K +$60K +176 +16%
MAM
3057
Marotta Asset Management
Virginia
$433K +$433K +1,271 New
AWS
3058
Aspen Wealth Strategies
Colorado
$432K -$6.14K -18 -1%
CWA
3059
Consilio Wealth Advisors
Washington
$432K +$61.4K +180 +17%
TB
3060
Terril Brothers
Missouri
$432K +$174K +510 +67%
MCM
3061
Mattern Capital Management
Colorado
$431K -$7.16K -21 -2%
RBC
3062
Roble Belko & Company
Pennsylvania
$430K
BF
3063
Brogan Financial
Tennessee
$428K +$25.9K +76 +6%
GF
3064
Goodman Financial
Texas
$427K
NCM
3065
Nelson Capital Management
California
$427K
C1AG
3066
Client 1st Advisory Group
Florida
$427K +$10.2K +30 +2%
RPG
3067
Resource Planning Group
Georgia
$426K
BA
3068
Bridge Advisory
California
$425K +$11.3K +33 +3%
WPA
3069
Winning Points Advisors
Florida
$424K -$1.36M -3,823 -76%
RC
3070
RBF Capital
California
$423K
CCM
3071
Carderock Capital Management
Maryland
$423K
VWM
3072
Valley Wealth Managers
New Jersey
$423K
ES
3073
Eagle Strategies
New York
$423K
MIM
3074
MTM Investment Management
South Carolina
$422K
CAM
3075
Crestone Asset Management
Colorado
$421K