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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 %
CB
3376
CNB Bank
Pennsylvania
$222K
MM
3377
MQS Management
New York
$221K -$552K -1,789 -71%
FA
3378
Fountainhead AM
New Jersey
$219K -$7.72K -25 -3%
EWA
3379
Etesian Wealth Advisors
Oregon
$219K
NEPPG
3380
New England Professional Planning Group
Rhode Island
$219K
OBWP
3381
O'Brien Wealth Partners
Massachusetts
$219K -$15.7K -51 -7%
BMCM
3382
Burns Matteson Capital Management
New York
$218K -$14.8K -48 -6%
RWM
3383
Refined Wealth Management
Utah
$218K
IWP
3384
IAG Wealth Partners
Wisconsin
$218K
TC
3385
Tenret Company
Florida
$217K
MBFW
3386
Morton Brown Family Wealth
Pennsylvania
$217K
EIA
3387
Eastover Investment Advisors
North Carolina
$216K +$6.18K +20 +3%
CST
3388
Charles Schwab Trust
Nevada
$216K -$153K -496 -41%
LRIC
3389
Long Road Investment Counsel
Michigan
$216K
FF
3390
Fluent Financial
Texas
$216K -$6.48K -21 -3%
BWM
3391
Biltmore Wealth Management
Arizona
$215K +$215K +697 New
BA
3392
BCM Advisors
Louisiana
$215K
MIM
3393
Montgomery Investment Management
Maryland
$214K
CII
3394
Capital International Inc
California
$214K +$7.72K +25 +4%
KFP
3395
KB Financial Partners
New Jersey
$214K -$1.24K -4 -0.6%
HIF
3396
Hill Island Financial
Michigan
$214K +$214K +656 New
BSAM
3397
Blue Square Asset Management
New York
$213K
OPWM
3398
Oxinas Partners Wealth Management
Indiana
$213K -$4.32K -14 -2%
AC
3399
Asio Capital
Kentucky
$212K -$6.79K -22 -3%
TIA
3400
Tandem Investment Advisors
South Carolina
$212K +$212K +687 New