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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 %
CNC
3126
Citizens & Northern Corp
Pennsylvania
$387K
CWA
3127
Clearview Wealth Advisors
Oregon
$386K
CSWM
3128
Cassady Schiller Wealth Management
Ohio
$385K
UCMOK
3129
United Capital Management of KS
Kansas
$385K -$23.9K -70 -6%
RWA
3130
Roberts Wealth Advisors
California
$385K -$97.5K -286 -20%
OFG
3131
Omega Financial Group
California
$384K -$34.1K -100 -8%
BHWA
3132
Beacon Harbor Wealth Advisors
Virginia
$383K
SF
3133
Slagle Financial
Illinois
$382K +$382K +1,121 New
GWM
3134
GoalFusion Wealth Management
Texas
$381K
FS
3135
Ferguson Shapiro
Georgia
$381K +$381K +1,116 New
KIG
3136
Kennedy Investment Group
New Jersey
$377K +$11.3K +33 +3%
BWCS
3137
Beirne Wealth Consulting Services
Connecticut
$376K
CTC
3138
Corundum Trust Company
South Dakota
$376K +$376K +1,104 New
MS
3139
Madden Securities
Texas
$376K
CCA
3140
Conestoga Capital Advisors
Pennsylvania
$375K -$5.12K -15 -1%
WM
3141
Whitford Management
New York
$375K -$1.36K -4 -0.4%
TOCUITCONY
3142
Trustees of Columbia University in the City of New York
New York
$375K
ACM
3143
Alethea Capital Management
Washington
$375K
LFA
3144
Lauterbach Financial Advisors
Texas
$375K
SCM
3145
Stonehearth Capital Management
Massachusetts
$375K
PPW
3146
PACK Private Wealth
Minnesota
$375K
WRPWM
3147
Werba Rubin Papier Wealth Management
California
$374K -$24.2K -71 -6%
WBCM
3148
Wilson & Boucher Capital Management
California
$373K
CCA
3149
Clearwater Capital Advisors
Illinois
$373K +$63.1K +185 +20%
4WM
3150
44 Wealth Management
Oregon
$373K -$123K -360 -25%