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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 %
FFWM
3226
Future Financial Wealth Management
Ohio
$328K +$31.4K +92 +11%
AW
3227
Apricus Wealth
South Carolina
$328K
MHC
3228
Meyer Handelman Company
New York
$327K
HR
3229
Howe & Rusling
New York
$326K
SLWA
3230
San Luis Wealth Advisors
California
$326K -$49.2K -144 -13%
AHB
3231
Abner Herrman & Brock
New Jersey
$326K +$11.6K +34 +4%
DP
3232
Divergent Planning
Maryland
$325K
BWM
3233
Brickley Wealth Management
California
$325K +$11.9K +35 +4%
HKIMG
3234
Hutchens & Kramer Investment Management Group
Indiana
$325K +$3.75K +11 +1%
PFG
3235
Prosperity Financial Group
California
$325K +$325K +952 New
CCM
3236
Cox Capital Management
Massachusetts
$324K
CCC
3237
Chelsea Counsel Company
California
$324K
HWMT
3238
Heritage Wealth Management (Texas)
Texas
$323K
MLIC
3239
Mandatum Life Insurance Company
Finland
$323K -$68.9K -202 -18%
CAMV
3240
Concord Asset Management (Virginia)
Virginia
$323K +$17.7K +52 +6%
WOC
3241
West Oak Capital
California
$322K
APC
3242
Aspire Private Capital
North Carolina
$321K -$7.5K -22 -2%
RSS
3243
Rosenblum Silverman Sutton
California
$320K
CFSG
3244
Clark Financial Services Group
Missouri
$318K +$34.1K +100 +12%
AWM
3245
Affinity Wealth Management
Delaware
$317K
GSIS
3246
Global Strategic Investment Solutions
Arizona
$317K +$1.02K +3 +0.3%
GFA
3247
Gallagher Fiduciary Advisors
Illinois
$316K +$17.1K +50 +6%
BIG
3248
Builder Investment Group
Georgia
$315K
MAG
3249
MRA Advisory Group
New Jersey
$314K -$116K -340 -27%
WFS
3250
Widmann Financial Services
Maryland
$314K