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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 %
PAM
3401
Peninsula Asset Management
Florida
$211K +$7.72K +25 +4%
IIM
3402
Ironwood Investment Management
Massachusetts
$210K
APW
3403
Acima Private Wealth
Virginia
$210K
MWM
3404
MinichMacGregor Wealth Management
New York
$209K +$29.3K +95 +16%
PWA
3405
PCG Wealth Advisors
Kansas
$209K
ACM
3406
Advance Capital Management
Michigan
$208K -$28.4K -92 -12%
SEM
3407
Strategic Equity Management
Arizona
$208K
GWAM
3408
Guardian Wealth Advisors (Minnesota)
Minnesota
$208K
DA
3409
Drake & Associates
Wisconsin
$208K +$208K +674 New
BO
3410
Bank OZK
Arkansas
$208K -$7.72K -25 -4%
JPLA
3411
Joseph P. Lucia & Associates
New York
$207K
IFPG
3412
Intrepid Financial Planning Group
Indiana
$207K -$15.4K -50 -7%
SWM
3413
Seed Wealth Management
Illinois
$207K
CWM
3414
Cahill Wealth Management
Michigan
$206K
CG
3415
Clifford Group
Massachusetts
$206K +$206K +666 New
SEEDPG
3416
S.E.E.D. Planning Group
New York
$205K -$58.7K -190 -22%
LBC
3417
Lawrence B. Cohen
$205K -$15.4K -50 -7%
VFIC
3418
Valley Forge Investment Consultants
Pennsylvania
$205K -$240K -778 -54%
CIC
3419
Chase Investment Counsel
Virginia
$204K
TF
3420
Talbot Financial
Washington
$204K
CFCI
3421
Comprehensive Financial Consultants Institutional
Indiana
$203K
MAM
3422
McCarthy Asset Management
California
$203K
CIR
3423
Clear Investment Research
Georgia
$203K +$35.5K +115 +21%
EA
3424
Evolution Advisers
Virginia
$202K
RWM
3425
Reston Wealth Management
Virginia
$202K +$202K +653 New