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Berkshire Hathaway Class B

3,624 hedge funds and large institutions have $296B invested in Berkshire Hathaway Class B in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,468 increasing their positions, 1,358 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,624
Holders Change
+39
Holders Change %
+1.09%
% of All Funds
57.78%
Holding in Top 10
697
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+8.23%
% of All Funds
11.11%
New
160
Increased
1,468
Reduced
1,358
Closed
81
Calls
$6.44B
Puts
$3.86B
Net Calls
+$2.57B
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
3051
IVC Wealth Advisors
Pennsylvania
$481K -$13.7K -39 -3%
AWM
3052
AAF Wealth Management
Massachusetts
$480K
BFP
3053
Briaud Financial Planning
Texas
$479K
HFM
3054
Harvest Fund Management
China
$479K +$244K +696 +104%
DFG
3055
Demars Financial Group
Washington
$479K +$115K +327 +31%
DPI
3056
Diversified Portfolios Inc
Michigan
$478K +$10.5K +30 +2%
OW
3057
Olistico Wealth
Oklahoma
$477K +$25.2K +72 +6%
CHA
3058
Cooper/Haims Advisors
New York
$475K -$2.8K -8 -0.6%
BCM
3059
BTC Capital Management
Iowa
$475K
VCG
3060
Vantage Consulting Group
Virginia
$475K -$37.1K -106 -7%
SA
3061
Syntax Advisors
New York
$475K -$37.1K -106 -7%
BE
3062
Bonness Enterprises
District of Columbia
$473K
MFC
3063
Morris Financial Concepts
South Carolina
$473K
CIM
3064
Contravisory Investment Management
Massachusetts
$472K -$29.4K -84 -6%
SAI
3065
Systematic Alpha Investments
New Jersey
$472K
AFG
3066
Alterity Financial Group
Maine
$471K -$1.75K -5 -0.4%
WAM
3067
Wolverine Asset Management
Illinois
$469K +$469K +1,340 New
VAF
3068
Values Added Financial
District of Columbia
$469K -$25.6K -73 -5%
CCM
3069
Cutler Capital Management
Massachusetts
$468K
CL
3070
CSS LLC
Illinois
$467K
BCCM
3071
Bridge Creek Capital Management
Massachusetts
$467K -$1.75K -5 -0.4%
CAM
3072
Crestone Asset Management
Colorado
$465K +$32.2K +92 +7%
SC
3073
SRB Corp
Massachusetts
$464K +$464K +1,326 New
RSC
3074
Red Spruce Capital
Pennsylvania
$464K +$464K +1,326 New
HP
3075
Highlander Partners
Texas
$464K