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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 %
NOCM
3201
Night Owl Capital Management
Connecticut
$341K
WAM
3202
Wallington Asset Management
Indiana
$341K +$341K +1,000 New
MAG
3203
Mayfair Advisory Group
Alabama
$340K
LBWM
3204
Left Brain Wealth Management
Illinois
$339K -$87K -255 -20%
CCP
3205
Clough Capital Partners
Massachusetts
$338K
MCA
3206
Maryland Capital Advisors
Maryland
$338K
RIG
3207
Renaissance Investment Group
Massachusetts
$337K
ECA
3208
Elevated Capital Advisors
Utah
$336K +$5.11K +15 +2%
SFA
3209
Souders Financial Advisors
Ohio
$336K -$79.8K -234 -19%
BWM
3210
Baron Wealth Management
Michigan
$335K +$2.05K +6 +0.6%
CP
3211
Covenant Partners
Tennessee
$335K
LA
3212
Lane & Associates
New Jersey
$333K
HIIFS
3213
Harel Insurance Investments & Financial Services
Israel
$333K +$30.7K +91 +10%
FBC
3214
Fairfield, Bush & Co
Connecticut
$332K -$32.4K -95 -9%
TAM
3215
Taurus Asset Management
New York
$332K
IAMOG
3216
Investors Asset Management of Georgia
Georgia
$332K
IIM
3217
Ipswich Investment Management
Massachusetts
$332K
RF
3218
RHS Financial
California
$332K
WWP
3219
Waypoint Wealth Partners
California
$332K
HWM
3220
Howard Wealth Management
Connecticut
$332K -$10.2K -30 -3%
RPCA
3221
Running Point Capital Advisors
California
$331K +$1.71K +5 +0.5%
BBP
3222
Banco BTG Pactual
Brazil
$331K +$47.4K +139 +17%
FBFS
3223
First Business Financial Services
Wisconsin
$330K +$341 +1 +0.1%
FCA
3224
Fortis Capital Advisors
Kansas
$329K
SWM
3225
SFG Wealth Management
Maryland
$328K +$51.2K +150 +18%