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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 %
HIP
3376
Harrell Investment Partners
Texas
$249K +$249K +731 New
HB
3377
Horizon Bancorp
Indiana
$249K
SPI
3378
Santori & Peters Inc
Pennsylvania
$249K
TFA
3379
Tobias Financial Advisors
Florida
$248K -$23.9K -70 -9%
LI
3380
LVZ Inc
Michigan
$248K
SWM
3381
Shakespeare Wealth Management
Wisconsin
$248K
MFG
3382
Menard Financial Group
Texas
$248K +$3.07K +9 +1%
GIM
3383
Grassi Investment Management
California
$248K
PI
3384
Pachira Investments
California
$248K +$248K +726 New
WFAG
3385
Worth Financial Advisory Group
North Carolina
$246K -$2.05K -6 -0.8%
CB
3386
CNB Bank
Pennsylvania
$245K
CIC
3387
Chase Investment Counsel
Virginia
$245K +$19.7K +58 +9%
HHGA
3388
Halbert Hargrove Global Advisors
California
$244K -$906K -2,655 -79%
AA
3389
Argent Advisors
Louisiana
$242K -$12.3K -36 -5%
EWA
3390
Etesian Wealth Advisors
Oregon
$242K
OBWP
3391
O'Brien Wealth Partners
Massachusetts
$241K
CP
3392
Castleview Partners
Texas
$241K -$5.46K -16 -2%
RWM
3393
Refined Wealth Management
Utah
$241K
SHFP
3394
Second Half Financial Partners
Florida
$240K +$240K +705 New
CBT
3395
Central Bank & Trust
Kentucky
$240K +$25.9K +76 +12%
TC
3396
Tenret Company
Florida
$240K
MBFW
3397
Morton Brown Family Wealth
Pennsylvania
$240K
DWM
3398
Darwin Wealth Management
Florida
$239K -$85.8K -250 -26%
OPOWM
3399
One Plus One Wealth Management
Florida
$239K -$132K -388 -36%
EIA
3400
Eastover Investment Advisors
North Carolina
$239K