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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 %
MFA
3326
Morling Financial Advisors
California
$272K
EAM
3327
Empirical Asset Management
Massachusetts
$271K
MCM
3328
Monument Capital Management
Virginia
$271K +$4.43K +13 +2%
EA
3329
Eudaimonia Advisors
Tennessee
$271K
WIM
3330
Warwick Investment Management
Texas
$271K +$2.05K +6 +0.8%
BAM
3331
Beaumont Asset Management
Texas
$269K
KA
3332
Kozak & Associates
Colorado
$268K
CCA
3333
Conservest Capital Advisors
Pennsylvania
$268K
CCM
3334
Chiron Capital Management
Florida
$268K
SL
3335
Sentinus LLC
Illinois
$267K -$39.6K -116 -13%
CIR
3336
Clear Investment Research
Georgia
$267K +$42.3K +124 +19%
PP
3337
PFS Partners
New Jersey
$266K +$67.9K +199 +34%
B
3338
Barings
North Carolina
$265K -$34.1K -100 -11%
AWM
3339
Avondale Wealth Management
Texas
$264K -$17.1K -50 -6%
MTWM
3340
Masso Torrence Wealth Management
New Jersey
$264K
PMIA
3341
Patrick Mauro Investment Advisor
Illinois
$264K +$264K +774 New
PWA
3342
Peterson Wealth Advisors
Utah
$264K -$18.5K -54 -7%
UW
3343
Unique Wealth
Florida
$263K +$263K +772 New
ES
3344
ETF Store
Kansas
$263K
RWA
3345
Rainsberger Wealth Advisors
Colorado
$263K -$80.1K -235 -23%
GIS
3346
Grayhawk Investment Strategies
Alberta, Canada
$263K
AFG
3347
Affinia Financial Group
Massachusetts
$262K -$75.5K -215 -22%
NF
3348
Nikulski Financial
Iowa
$262K
CW
3349
Cook Wealth
North Carolina
$261K -$3.14K -9 -1%
BDFN
3350
Bond & Devick Financial Network
Minnesota
$261K -$102K -298 -28%