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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 %
PCM
3301
Prelude Capital Management
New York
$287K +$287K +841 New
PWMG
3302
Pinnacle Wealth Management Group
Michigan
$286K -$85.3K -250 -23%
EC
3303
EdgeRock Capital
Colorado
$286K -$26.3K -77 -8%
IWP
3304
Invenio Wealth Partners
Florida
$285K +$285K +837 New
EF
3305
Exeter Financial
Arizona
$285K
NRWA
3306
North Ridge Wealth Advisors
Oregon
$285K -$81.2K -238 -22%
WCM
3307
Windsor Capital Management
Arizona
$284K
SAM
3308
Smithbridge Asset Management
Pennsylvania
$283K
NG
3309
NatWest Group
United Kingdom
$282K
CB
3310
Community Bank
New York
$282K
SWM
3311
Selective Wealth Management
Virginia
$282K +$282K +826 New
DACG
3312
Donor Advised Charitable Giving
California
$280K -$224K -658 -44%
WMA
3313
West Michigan Advisors
Michigan
$280K +$1.02K +3 +0.4%
RA
3314
Ruggaard & Associates
Ohio
$280K -$62.7K -184 -18%
PIM
3315
Provident Investment Management
Michigan
$280K
MWM
3316
Maltin Wealth Management
New Jersey
$277K +$5.12K +15 +2%
EA
3317
Echo45 Advisors
California
$277K +$7.16K +21 +3%
FF
3318
Friedenthal Financial
New Jersey
$276K -$4.09K -12 -1%
NPP
3319
New Potomac Partners
Maryland
$276K
JSA
3320
Jacobson & Schmitt Advisors
Wisconsin
$276K
BC
3321
Barrett & Company
Rhode Island
$275K +$6.82K +20 +3%
NCG
3322
Newport Capital Group
New Jersey
$274K +$274K +829 New
MA
3323
Mosaic Advisors
Texas
$273K +$273K +802 New
GM
3324
GeoWealth Management
Illinois
$273K +$8.91K +26 +3%
AC
3325
AXQ Capital
New Jersey
$273K -$136K -400 -33%