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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 %
RPCA
3201
Running Point Capital Advisors
California
$299K
EWM
3202
Elite Wealth Management
Washington
$299K +$2.47K +8 +0.8%
FCA
3203
Fortis Capital Advisors
Kansas
$298K -$9.26K -30 -3%
FBFS
3204
First Business Financial Services
Wisconsin
$298K
APC
3205
Aspire Private Capital
North Carolina
$298K -$618 -2 -0.2%
MHC
3206
Meyer Handelman Company
New York
$296K
HR
3207
Howe & Rusling
New York
$295K -$29.3K -95 -9%
HFRG
3208
Houlihan Financial Resource Group
Virginia
$295K -$21K -68 -7%
FWA
3209
Freedom Wealth Alliance
Wisconsin
$295K -$54K -175 -15%
DP
3210
Divergent Planning
Maryland
$295K
AW
3211
Apricus Wealth
South Carolina
$294K +$37.1K +120 +14%
CCM
3212
Cox Capital Management
Massachusetts
$293K
CCC
3213
Chelsea Counsel Company
California
$293K
HWMT
3214
Heritage Wealth Management (Texas)
Texas
$293K -$27.5K -89 -9%
WOC
3215
West Oak Capital
California
$292K
BMD
3216
Better Money Decisions
New Mexico
$291K
HKIMG
3217
Hutchens & Kramer Investment Management Group
Indiana
$291K +$61.1K +198 +27%
RSS
3218
Rosenblum Silverman Sutton
California
$290K -$131K -425 -31%
WMS
3219
Wealth Management Solutions
Pennsylvania
$289K
AWM
3220
Affinity Wealth Management
Delaware
$287K
VP
3221
Verum Partners
North Carolina
$287K +$21.6K +70 +8%
CIS
3222
Connors Investor Services
Pennsylvania
$287K
TWP
3223
TFO Wealth Partners
Ohio
$287K +$284K +920 +11,500%
GSIS
3224
Global Strategic Investment Solutions
Arizona
$286K -$10.5K -34 -4%
IIA
3225
Integral Investment Advisors
California
$286K -$36.4K -118 -11%