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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 %
PWP
3351
Phillips Wealth Planners
Mississippi
$260K -$50.1K -147 -16%
RWM
3352
RBA Wealth Management
California
$260K -$6.82K -20 -3%
AWP
3353
Accretive Wealth Partners
New Jersey
$260K +$6.82K +20 +3%
SFS
3354
Starfox Financial Services
Texas
$259K
CAP
3355
Columbia Advisory Partners
Washington
$258K -$53.2K -156 -17%
BMCM
3356
Burns Matteson Capital Management
New York
$258K +$17.1K +50 +7%
FWM
3357
FSA Wealth Management
Massachusetts
$257K
FA
3358
Financial Advantage
Maryland
$256K
Mawer Investment Management
3359
Mawer Investment Management
Alberta, Canada
$256K
PA
3360
Prism Advisors
California
$256K
FAM
3361
Family Asset Management
South Carolina
$255K -$341 -1 -0.1%
WMA
3362
Wealth Management Associates
New Jersey
$255K -$1.02K -3 -0.4%
RK
3363
Rather & Kittrell
Tennessee
$255K +$255K +747 New
GWM
3364
Grand Wealth Management
Michigan
$255K -$4.77K -14 -2%
JFG
3365
JDM Financial Group
Texas
$254K -$42.6K -125 -14%
AA
3366
Axiom Advisory
California
$254K
AAA
3367
Adams Asset Advisors
Texas
$254K
SA
3368
Scarborough Advisors
Maryland
$253K
PCTC
3369
Perkins Coie Trust Company
Washington
$252K -$13.6K -40 -5%
AC
3370
Asio Capital
Kentucky
$252K +$17.4K +51 +7%
TFA
3371
Toth Financial Advisory
Virginia
$251K -$3.41K -10 -1%
WCM
3372
Wealthcare Capital Management
Virginia
$251K +$251K +735 New
SRSA
3373
S.R. Schill & Associates
Washington
$250K
TDC
3374
Thompson Davis & Co
Virginia
$250K
TS
3375
Tamar Securities
California
$249K -$5.12K -15 -2%