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 %
MPM
3101
MBB Public Markets
Illinois
$350K -$400K -1,295 -53%
CWA
3102
Clearview Wealth Advisors
Oregon
$350K -$10.5K -34 -3%
CSWM
3103
Cassady Schiller Wealth Management
Ohio
$349K
MIG
3104
McGuire Investment Group
Rhode Island
$349K
CIP
3105
Capital Insight Partners
Arizona
$347K +$77.2K +250 +29%
BHWA
3106
Beacon Harbor Wealth Advisors
Virginia
$347K -$3.09K -10 -0.9%
TCWA
3107
Ten Capital Wealth Advisors
Washington
$346K +$60.5K +196 +21%
GWM
3108
GoalFusion Wealth Management
Texas
$345K
CCA
3109
Conestoga Capital Advisors
Pennsylvania
$344K
SDWMA
3110
Schneider Downs Wealth Management Advisors
Pennsylvania
$344K +$6.79K +22 +2%
GFG
3111
Goldstone Financial Group
Illinois
$342K +$342K +1,109 New
WA
3112
Wealth Advisors
California
$342K
BAM
3113
Bellevue Asset Management
Washington
$342K +$926 +3 +0.3%
SIAG
3114
Safeguard Investment Advisory Group
California
$341K -$14.2K -46 -4%
BWCS
3115
Beirne Wealth Consulting Services
Connecticut
$341K
WM
3116
Whitford Management
New York
$341K -$123K -397 -26%
MS
3117
Madden Securities
Texas
$340K
TOCUITCONY
3118
Trustees of Columbia University in the City of New York
New York
$340K
ACM
3119
Alethea Capital Management
Washington
$340K
BWP
3120
Bernardo Wealth Planning
Pennsylvania
$340K
LFA
3121
Lauterbach Financial Advisors
Texas
$340K
ECU
3122
Eisler Capital (US)
New York
$340K +$340K +1,100 New
SCM
3123
Stonehearth Capital Management
Massachusetts
$339K
PPW
3124
PACK Private Wealth
Minnesota
$339K
SLWA
3125
San Luis Wealth Advisors
California
$339K +$339K +1,099 New