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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 %
BF
3076
Brogan Financial
Tennessee
$364K
OGF
3077
Orin Green Financial
California
$363K
HPIA
3078
Hamilton Point Investment Advisors
North Carolina
$363K +$96K +311 +36%
BFAG
3079
Blackston Financial Advisory Group
Florida
$361K
FAM
3080
Flaharty Asset Management
Florida
$361K -$926 -3 -0.3%
PCA
3081
Peddock Capital Advisors
Massachusetts
$361K
WRPWM
3082
Werba Rubin Papier Wealth Management
California
$360K +$1.54K +5 +0.4%
SFG
3083
Sunburst Financial Group
Alabama
$360K +$309 +1 +0.1%
AFM
3084
Andesa Financial Management
Pennsylvania
$359K +$177K +1,063 +97%
CICI
3085
Capital Investment Counsel Inc
North Carolina
$359K
CWP
3086
Cyndeo Wealth Partners
Florida
$356K -$33.3K -108 -9%
AWM
3087
Accel Wealth Management
Iowa
$356K +$42.3K +137 +13%
MLIC
3088
Mandatum Life Insurance Company
Finland
$354K
BCM
3089
Brainard Capital Management
Texas
$354K
FTWA
3090
Fifth Third Wealth Advisors
Ohio
$354K +$354K +1,146 New
C
3091
Covestor
United Kingdom
$353K -$651K -2,108 -65%
CWM
3092
Collaborative Wealth Management
Florida
$353K -$16.4K -53 -4%
BA
3093
Ballew Advisors
Mississippi
$353K -$7.69K -23 -2%
CWM
3094
Cherrydale Wealth Management
New Jersey
$352K -$309 -1 -0.1%
TCPWM
3095
Traverso Chambers Private Wealth Management
California
$352K +$29K +94 +9%
UAML
3096
US Asset Management LLC
Pennsylvania
$352K -$2.47K -8 -0.7%
CCMI
3097
Creative Capital Management Investments
California
$352K -$7.1K -23 -2%
MPW
3098
Melone Private Wealth
Michigan
$351K
AWA
3099
Aletheian Wealth Advisors
Washington
$351K -$904K -2,927 -72%
CNC
3100
Citizens & Northern Corp
Pennsylvania
$351K