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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 %
AA
3351
Axiom Advisory
California
$231K
ACMA
3352
Arbor Capital Management (Alaska)
Alaska
$231K
AA
3353
Argent Advisors
Louisiana
$231K +$6.48K +21 +3%
TS
3354
Tamar Securities
California
$230K -$2.47K -8 -1%
TFA
3355
Toth Financial Advisory
Virginia
$230K +$7.72K +25 +3%
AAA
3356
Adams Asset Advisors
Texas
$230K
SA
3357
Scarborough Advisors
Maryland
$229K
CGPCS
3358
Capital Group Private Client Services
California
$229K -$765K -2,478 -77%
AWP
3359
Accretive Wealth Partners
New Jersey
$229K +$7.1K +23 +3%
EL
3360
EWA LLC
Pennsylvania
$228K +$228K +708 New
PCMF
3361
Private Capital Management (Florida)
Florida
$227K
SRSA
3362
S.R. Schill & Associates
Washington
$227K
FA
3363
Fortis Advisors
Pennsylvania
$226K -$123K -398 -35%
TDC
3364
Thompson Davis & Co
Virginia
$226K +$11.4K +37 +5%
WFA
3365
West Financial Advisors
Iowa
$226K +$145K +471 +180%
HB
3366
Horizon Bancorp
Indiana
$226K
SPI
3367
Santori & Peters Inc
Pennsylvania
$225K -$6.18K -20 -3%
SWM
3368
Shakespeare Wealth Management
Wisconsin
$225K
LI
3369
LVZ Inc
Michigan
$225K
IFU
3370
iSAM Funds (UK)
United Kingdom
$225K +$225K +728 New
WFAG
3371
Worth Financial Advisory Group
North Carolina
$224K +$4.32K +14 +2%
GIM
3372
Grassi Investment Management
California
$224K
RA
3373
Rodgers & Associates
Pennsylvania
$224K -$3.09K -10 -1%
CP
3374
Castleview Partners
Texas
$223K +$223K +722 New
MFG
3375
Menard Financial Group
Texas
$222K -$47.2K -153 -18%