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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 %
PIM
3301
Provident Investment Management
Michigan
$253K
WMA
3302
West Michigan Advisors
Michigan
$253K +$20.1K +65 +9%
SWM
3303
SFG Wealth Management
Maryland
$251K +$31.2K +101 +14%
NPP
3304
New Potomac Partners
Maryland
$250K
CFA
3305
Compass Financial Advisors
Indiana
$250K
JSA
3306
Jacobson & Schmitt Advisors
Wisconsin
$249K
ES
3307
ETF Store
Kansas
$247K
CW
3308
Cook Wealth
North Carolina
$247K +$247K +757 New
TFA
3309
Tobias Financial Advisors
Florida
$246K
MFA
3310
Morling Financial Advisors
California
$246K +$17.6K +57 +8%
MWM
3311
Maltin Wealth Management
New Jersey
$246K
EAM
3312
Empirical Asset Management
Massachusetts
$246K -$141K -458 -37%
EA
3313
Eudaimonia Advisors
Tennessee
$245K
UWM
3314
USAdvisors Wealth Management
Minnesota
$244K
NME
3315
Notis-McConarty Edward
$244K -$3.09K -10 -1%
EA
3316
Echo45 Advisors
California
$244K +$13.6K +44 +6%
WIM
3317
Warwick Investment Management
Texas
$244K +$2.16K +7 +0.9%
BAM
3318
Beaumont Asset Management
Texas
$243K -$26.2K -85 -10%
LA
3319
Lifeworks Advisors
Michigan
$243K +$243K +788 New
BC
3320
Barrett & Company
Rhode Island
$243K -$309 -1 -0.1%
CCA
3321
Conservest Capital Advisors
Pennsylvania
$243K
CCM
3322
Chiron Capital Management
Florida
$243K
KA
3323
Kozak & Associates
Colorado
$242K -$10.5K -34 -4%
APWA
3324
Atlas Private Wealth Advisors
New Jersey
$242K +$15.4K +50 +7%
MCM
3325
Monument Capital Management
Virginia
$242K +$21K +68 +10%