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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 %
GCM
3076
Goldstream Capital Management
Hong Kong
$421K +$137K +403 +48%
RC
3077
Rovin Capital
Arizona
$420K -$20.8K -61 -5%
TAM
3078
TCP Asset Management
Ohio
$419K
FSWA
3079
Financial Synergies Wealth Advisors
Texas
$419K
RWRC
3080
R.W. Roge & Company
New York
$416K
MMM
3081
Mendel Money Management
Illinois
$416K -$36.1K -106 -8%
AIA
3082
Angeles Investment Advisors
California
$415K -$274K -804 -40%
FFW
3083
Fusion Family Wealth
New York
$415K
FC
3084
Fusion Capital
South Carolina
$415K
WCP
3085
Wick Capital Partners
Pennsylvania
$414K
EW
3086
Enzi Wealth
Texas
$414K
NWM
3087
Northcape Wealth Management
New York
$411K -$68.2K -200 -14%
CWM
3088
Cherrydale Wealth Management
New Jersey
$410K +$20.8K +61 +5%
RPCONE
3089
Retirement Planning Company of New England
Rhode Island
$409K -$17.7K -52 -4%
MCG
3090
McCollum Christoferson Group
New York
$409K -$249K -730 -38%
KDA
3091
Kraft Davis & Associates
Missouri
$409K +$409K +1,141 New
DS
3092
DRW Securities
Illinois
$409K +$409K +1,200 New
DAC
3093
Dividend Assets Capital
South Carolina
$407K
AWP
3094
Atlas Wealth Partners
Pennsylvania
$406K +$406K +1,175 New
BWM
3095
Birchcreek Wealth Management
Ohio
$405K -$74.3K -218 -15%
FTWA
3096
Fifth Third Wealth Advisors
Ohio
$405K +$14.7K +43 +4%
SIAG
3097
Safeguard Investment Advisory Group
California
$405K +$28.6K +84 +8%
FC
3098
Financial Council
Maryland
$405K
CIAS
3099
CBIZ Investment Advisory Services
Ohio
$404K -$34.1K -100 -8%
CWP
3100
Cyndeo Wealth Partners
Florida
$404K +$10.6K +31 +3%