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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 %
CAMV
3251
Concord Asset Management (Virginia)
Virginia
$276K +$40.1K +130 +17%
SFPG
3252
Stonebridge Financial Planning Group
Florida
$276K +$4.33K +14 +2%
GWA
3253
Geometric Wealth Advisors
District of Columbia
$275K
PCA
3254
Providence Capital Advisors
North Carolina
$274K +$16.7K +54 +6%
HIIFS
3255
Harel Insurance Investments & Financial Services
Israel
$274K -$496K -1,620 -64%
AIM
3256
Arcadia Investment Management
Michigan
$274K -$66.1K -214 -19%
FA
3257
Fiducient Advisors
Illinois
$274K -$1.59M -5,143 -85%
AFO
3258
Allie Family Office
Florida
$272K
GFA
3259
Gallagher Fiduciary Advisors
Illinois
$271K +$271K +878 New
B
3260
Barings
North Carolina
$270K -$41.7K -135 -13%
FFWM
3261
Future Financial Wealth Management
Ohio
$270K -$82.9K -267 -23%
PAG
3262
Paladin Advisory Group
Iowa
$270K +$270K +874 New
GPA
3263
Guidance Point Advisors
Massachusetts
$270K
AT
3264
Arvest Trust
Oklahoma
$270K -$64.8K -210 -19%
JFG
3265
JDM Financial Group
Texas
$269K -$23.2K -75 -8%
SJIM
3266
St. Johns Investment Management
Florida
$269K
BRG
3267
Bay Rivers Group
Virginia
$269K
KFS
3268
Kaizen Financial Strategies
California
$269K
CWM
3269
CCG Wealth Management
California
$267K -$192K -622 -42%
LCM
3270
Linker Capital Management
Kentucky
$267K
ASW
3271
Astoria Strategic Wealth
Texas
$267K +$267K +864 New
BWM
3272
Boyd Wealth Management
California
$266K
BBP
3273
Banco BTG Pactual
Brazil
$266K -$672K -2,103 -72%
GA
3274
Goldstein Advisors
Wisconsin
$265K -$30.9K -100 -10%
EARNEST Partners
3275
EARNEST Partners
Georgia
$265K