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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 %
AFO
3276
Allie Family Office
Florida
$300K
CIS
3277
Connors Investor Services
Pennsylvania
$300K -$17K -50 -5%
WEPOG
3278
Wealth Enhancement & Preservation of GA
Georgia
$299K +$38.2K +112 +15%
PCA
3279
Providence Capital Advisors
North Carolina
$298K -$4.77K -14 -2%
PAG
3280
Paladin Advisory Group
Iowa
$298K
GPA
3281
Guidance Point Advisors
Massachusetts
$297K -$1.02K -3 -0.3%
HVM
3282
Harvest Volatility Management
Connecticut
$296K -$65.1K -191 -18%
SJIM
3283
St. Johns Investment Management
Florida
$296K -$1.02K -3 -0.3%
NA
3284
Navellier & Associates
Nevada
$295K +$295K +866 New
ASW
3285
Astoria Strategic Wealth
Texas
$295K
BWM
3286
Boyd Wealth Management
California
$294K
FAG
3287
Fortitude Advisory Group
Washington
$294K +$7.16K +21 +2%
SFPG
3288
Stonebridge Financial Planning Group
Florida
$293K -$10.9K -32 -4%
EARNEST Partners
3289
EARNEST Partners
Georgia
$293K
SWP
3290
Semus Wealth Partners
Florida
$293K +$34.1K +100 +13%
AT
3291
Arvest Trust
Oklahoma
$293K -$14.4K -41 -5%
XS
3292
XR Securities
Illinois
$292K -$130K -381 -31%
ZAM
3293
Zevin Asset Management
Massachusetts
$291K
ACM
3294
Ayrshire Capital Management
Connecticut
$289K -$3.44K -10 -1%
SPI
3295
Sutton Place Investors
New York
$289K +$2.05K +6 +0.7%
DCM
3296
DGS Capital Management
New Jersey
$288K +$2.73K +8 +1%
GWA
3297
Geometric Wealth Advisors
District of Columbia
$288K
HA
3298
HFG Advisors
Ohio
$288K
GA
3299
Goldstein Advisors
Wisconsin
$288K -$5.46K -16 -2%
EL
3300
EWA LLC
Pennsylvania
$287K +$45.4K +133 +19%