BRK.B icon

Berkshire Hathaway Class B

3,624 hedge funds and large institutions have $296B invested in Berkshire Hathaway Class B in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,468 increasing their positions, 1,358 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,624
Holders Change
+39
Holders Change %
+1.09%
% of All Funds
57.78%
Holding in Top 10
697
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+8.23%
% of All Funds
11.11%
New
160
Increased
1,468
Reduced
1,358
Closed
81
Calls
$6.44B
Puts
$3.86B
Net Calls
+$2.57B
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Shares
Change %
HR
3276
Howe & Rusling
New York
$335K
CCM
3277
Cox Capital Management
Massachusetts
$333K
CIP
3278
Capital Insight Partners
Arizona
$333K +$12.6K +36 +4%
AIA
3279
Alternative Investment Advisors
Florida
$333K +$333K +950 New
CCC
3280
Chelsea Counsel Company
California
$332K
HKIMG
3281
Hutchens & Kramer Investment Management Group
Indiana
$332K +$348 +1 +0.1%
TS
3282
Tamar Securities
California
$332K +$75.7K +216 +30%
MLIC
3283
Mandatum Life Insurance Company
Finland
$331K
WOC
3284
West Oak Capital
California
$331K
QC
3285
QCM Cayman
Texas
$331K +$331K +944 New
CWM
3286
CCG Wealth Management
California
$330K +$21K +60 +7%
DP
3287
Divergent Planning
Maryland
$330K
MAG
3288
MRA Advisory Group
New Jersey
$329K +$6.31K +18 +2%
RSS
3289
Rosenblum Silverman Sutton
California
$329K
AW
3290
Apricus Wealth
South Carolina
$329K
WMS
3291
Wealth Management Solutions
Pennsylvania
$328K +$328K +936 New
W
3292
WorthPointe
California
$328K +$97.7K +279 +43%
HFRG
3293
Houlihan Financial Resource Group
Virginia
$327K +$327K +957 New
CFSG
3294
Clark Financial Services Group
Missouri
$326K -$350 -1 -0.1%
AWM
3295
Affinity Wealth Management
Delaware
$326K
RIM
3296
Redwood Investment Management
Arizona
$325K -$269K -768 -45%
BAM
3297
Bellevue Asset Management
Washington
$325K -$63.1K -180 -16%
IIM
3298
Ipswich Investment Management
Massachusetts
$324K -$17.5K -50 -5%
WFS
3299
Widmann Financial Services
Maryland
$323K
SFG
3300
Steward Financial Group
Texas
$321K