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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 %
BIG
3226
Builder Investment Group
Georgia
$286K
AHB
3227
Abner Herrman & Brock
New Jersey
$285K -$24.7K -80 -8%
KFS
3228
Kelly Financial Services
Massachusetts
$285K +$33K +107 +13%
AP
3229
Americana Partners
Texas
$285K +$55.9K +181 +24%
WFS
3230
Widmann Financial Services
Maryland
$284K
PBF
3231
Petix & Botte Financial
California
$284K +$284K +920 New
BWM
3232
Brickley Wealth Management
California
$284K +$5.56K +18 +2%
CA
3233
Claris Advisors
Missouri
$283K -$52.5K -170 -16%
EC
3234
EdgeRock Capital
Colorado
$283K +$33.7K +109 +14%
SFG
3235
Steward Financial Group
Texas
$283K +$50.8K +165 +22%
CAP
3236
Columbia Advisory Partners
Washington
$282K -$331K -1,072 -54%
WLPWM
3237
Walled Lake Planning & Wealth Management
Illinois
$282K +$282K +914 New
BCAM
3238
Boston Common Asset Management
Massachusetts
$281K
CCA
3239
Clearwater Capital Advisors
Illinois
$281K
OCM
3240
Orion Capital Management
California
$281K +$49.4K +160 +21%
AFG
3241
AFS Financial Group
Maryland
$279K -$56.5K -183 -17%
MWPCG
3242
Measured Wealth Private Client Group
New Hampshire
$279K -$6.18K -20 -2%
FA
3243
Faithward Advisors
Pennsylvania
$278K -$99.4K -308 -26%
DR
3244
Davis Rea
Ontario, Canada
$278K
DBIA
3245
Dumont & Blake Investment Advisors
New Jersey
$278K
ASA
3246
Armstrong Shaw Associates
Connecticut
$278K
IAS
3247
Investment Advisory Services
Texas
$278K
SL
3248
Sentinus LLC
Illinois
$278K +$278K +899 New
EM
3249
ELCO Management
New York
$276K
SFG
3250
Synergy Financial Group
California
$276K