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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 %
PCMF
3176
Private Capital Management (Florida)
Florida
$360K +$109K +321 +44%
KW
3177
KWB Wealth
California
$360K
BIA
3178
Benchmark Investment Advisors
Illinois
$359K
WCA
3179
Westover Capital Advisors
Delaware
$358K -$341 -1 -0.1%
LFPWM
3180
Leicht Financial Planning & Wealth Management
New Jersey
$358K
ITB
3181
Idaho Trust Bank
Idaho
$358K +$358K +1,050 New
BG
3182
Benedetti & Gucer
Georgia
$358K
MC
3183
Miramar Capital
Illinois
$357K -$10.2K -30 -3%
PPC
3184
Park Place Capital
Alabama
$357K -$8.18K -24 -2%
WPA
3185
West Paces Advisors
Georgia
$356K
BFAG
3186
Blackston Financial Advisory Group
Florida
$356K -$41.9K -123 -11%
DFG
3187
Demars Financial Group
Washington
$354K +$1.71K +5 +0.5%
WA
3188
Wealthstar Advisors
Texas
$352K +$5.46K +16 +2%
DLHL
3189
Donald L. Hagan LLC
Florida
$352K
BMD
3190
Better Money Decisions
New Mexico
$351K +$29.3K +86 +9%
CFG
3191
CKW Financial Group
Hawaii
$350K
FM
3192
Foster & Motley
Ohio
$350K +$90.4K +265 +35%
AWM
3193
Avaii Wealth Management
Wisconsin
$349K +$65.1K +191 +23%
PWM
3194
Purus Wealth Management
California
$347K +$347K +1,019 New
RLWM
3195
RF&L Wealth Management
Massachusetts
$345K
CFAM
3196
Coury Firm Asset Management
Pennsylvania
$345K
CFC
3197
Coyle Financial Counsel
Illinois
$344K +$9.55K +28 +3%
HW
3198
Hamilton Wealth
California
$342K +$342K +1,002 New
GA
3199
Greenhaven Associates
New York
$341K
GWI
3200
Grace & White Inc
New York
$341K