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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 %
SFS
3326
Starfox Financial Services
Texas
$242K
ACM
3327
Alamar Capital Management
California
$241K
RWM
3328
RBA Wealth Management
California
$241K
HFM
3329
Harvest Fund Management
China
$241K -$1.39M -4,507 -85%
PCTC
3330
Perkins Coie Trust Company
Washington
$240K +$12.4K +40 +5%
IUHSA
3331
Itau Unibanco Holding S.A.
Brazil
$240K +$240K +776 New
MTWM
3332
Masso Torrence Wealth Management
New Jersey
$239K -$9.26K -30 -4%
GM
3333
GeoWealth Management
Illinois
$238K -$37.7K -122 -14%
MAM
3334
MMA Asset Management
Pennsylvania
$237K
NF
3335
Nikulski Financial
Iowa
$237K
PWM
3336
Palumbo Wealth Management
New York
$237K +$237K +767 New
WEPOG
3337
Wealth Enhancement & Preservation of GA
Georgia
$236K
DA
3338
Detalus Advisors
Missouri
$236K
FM
3339
Foster & Motley
Ohio
$235K +$15.4K +50 +7%
RFG
3340
RFP Financial Group
Georgia
$235K -$1.06M -3,448 -82%
GWM
3341
Grand Wealth Management
Michigan
$235K -$11.4K -37 -5%
SWP
3342
Semus Wealth Partners
Florida
$234K
TB
3343
Terril Brothers
Missouri
$234K +$234K +757 New
FWM
3344
FSA Wealth Management
Massachusetts
$233K +$233K +754 New
SCA
3345
Scott Capital Advisors
Oregon
$233K -$81.5K -264 -26%
WMA
3346
Wealth Management Associates
New Jersey
$232K
FAM
3347
Family Asset Management
South Carolina
$232K -$2.47K -8 -1%
FA
3348
Financial Advantage
Maryland
$232K
Mawer Investment Management
3349
Mawer Investment Management
Alberta, Canada
$232K
PA
3350
Prism Advisors
California
$232K