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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 %
ACM
3276
Ayrshire Capital Management
Connecticut
$263K
ZAM
3277
Zevin Asset Management
Massachusetts
$263K -$18.5K -60 -7%
HA
3278
HFG Advisors
Ohio
$261K -$4.63K -15 -2%
LAM
3279
LifePro Asset Management
California
$260K
WHCI
3280
W.H. Cornerstone Investments
Massachusetts
$260K
FAG
3281
Fortitude Advisory Group
Washington
$260K -$17.3K -56 -6%
SPI
3282
Sutton Place Investors
New York
$260K +$5.87K +19 +2%
EF
3283
Exeter Financial
Arizona
$259K +$25.3K +81 +11%
WWG
3284
West Wealth Group
California
$259K -$37.1K -120 -13%
DCM
3285
DGS Capital Management
New Jersey
$258K -$15.1K -49 -6%
AWM
3286
Avaii Wealth Management
Wisconsin
$257K +$21.3K +69 +9%
WCM
3287
Windsor Capital Management
Arizona
$257K
CFSG
3288
Clark Financial Services Group
Missouri
$257K -$7.41K -24 -3%
GCM
3289
Goldstream Capital Management
Hong Kong
$257K +$257K +832 New
NI
3290
NFC Investments
Tennessee
$256K -$978K -3,170 -79%
SAM
3291
Smithbridge Asset Management
Pennsylvania
$256K -$1.23K -4 -0.5%
NG
3292
NatWest Group
United Kingdom
$255K
TCMP
3293
Thrive Capital Management (Pennsylvania)
Pennsylvania
$255K +$255K +837 New
CB
3294
Community Bank
New York
$255K
AWM
3295
Avondale Wealth Management
Texas
$255K -$38.6K -125 -13%
PWA
3296
Peterson Wealth Advisors
Utah
$255K -$1.24K -4 -0.5%
CAM
3297
Concorde Asset Management
Michigan
$254K -$465K -1,505 -65%
FF
3298
Friedenthal Financial
New Jersey
$254K +$254K +822 New
MRWM
3299
ML&R Wealth Management
Texas
$253K -$37.4K -121 -13%
WCFA
3300
Walkner Condon Financial Advisors
Wisconsin
$253K -$926 -3 -0.4%