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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 %
SCP
3151
Silverleafe Capital Partners
Tennessee
$327K -$10.8K -35 -3%
PIFP
3152
Partners in Financial Planning
Virginia
$326K
KW
3153
KWB Wealth
California
$326K +$15.4K +50 +5%
BIA
3154
Benchmark Investment Advisors
Illinois
$325K -$7.72K -25 -2%
BG
3155
Benedetti & Gucer
Georgia
$325K +$325K +1,052 New
WCA
3156
Westover Capital Advisors
Delaware
$325K
LFPWM
3157
Leicht Financial Planning & Wealth Management
New Jersey
$324K +$26.9K +87 +9%
HVM
3158
Harvest Volatility Management
Connecticut
$323K -$119K -390 -27%
WPA
3159
West Paces Advisors
Georgia
$322K +$8.95K +29 +3%
GIS
3160
Grayhawk Investment Strategies
Alberta, Canada
$322K +$322K +770 New
SWRP
3161
Summit Wealth & Retirement Planning
California
$321K
RCM
3162
Raleigh Capital Management
North Carolina
$321K +$52.8K +171 +20%
LSA
3163
Lion Street Advisors
Texas
$321K +$321K +1,038 New
DFG
3164
Demars Financial Group
Washington
$319K +$7.41K +24 +2%
CSIA
3165
Carl Stuart Investment Advisor
Texas
$319K
MAG
3166
Mayfair Advisory Group
Alabama
$318K -$91.4K -286 -22%
DLHL
3167
Donald L. Hagan LLC
Florida
$318K
MWA
3168
MFA Wealth Advisors
Pennsylvania
$317K -$1.85K -6 -0.6%
CWM
3169
Catalyst Wealth Management
Georgia
$316K +$1.24K +4 +0.4%
CFG
3170
CKW Financial Group
Hawaii
$316K
WA
3171
Wealthstar Advisors
Texas
$314K
AFG
3172
Affinia Financial Group
Massachusetts
$313K +$13K +40 +4%
RLWM
3173
RF&L Wealth Management
Massachusetts
$313K +$61.8K +200 +25%
CSIA
3174
Charles Schwab Investment Advisory
California
$312K -$25.3K -82 -8%
CFAM
3175
Coury Firm Asset Management
Pennsylvania
$312K +$312K +1,011 New