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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 %
BWM
3401
Biltmore Wealth Management
Arizona
$239K +$1.36K +4 +0.6%
LRIC
3402
Long Road Investment Counsel
Michigan
$239K
AA
3403
AlphaMark Advisors
Kentucky
$239K +$68.3K +200 +40%
UWM
3404
USAdvisors Wealth Management
Minnesota
$237K -$33.2K -97 -12%
PD
3405
Planning Directions
Pennsylvania
$237K +$237K +696 New
FA
3406
Fountainhead AM
New Jersey
$237K -$5.12K -15 -2%
NEPPG
3407
New England Professional Planning Group
Rhode Island
$237K
MIM
3408
Montgomery Investment Management
Maryland
$237K
PIWA
3409
Prevail Innovative Wealth Advisors
Kansas
$236K +$236K +693 New
FA
3410
Fortis Advisors
Pennsylvania
$236K -$14K -41 -6%
BSAM
3411
Blue Square Asset Management
New York
$235K
SEM
3412
Strategic Equity Management
Arizona
$234K +$3.41K +10 +1%
PAM
3413
Peninsula Asset Management
Florida
$233K
IIM
3414
Ironwood Investment Management
Massachusetts
$232K
APW
3415
Acima Private Wealth
Virginia
$232K
SV
3416
Sturgeon Ventures
United Kingdom
$232K +$232K +679 New
ACM
3417
Advance Capital Management
Michigan
$230K
SVCF
3418
Silicon Valley Community Foundation
California
$230K +$61.4K +180 +36%
JAIC
3419
Josh Arnold Investment Consultant
Minnesota
$230K +$230K +675 New
KFP
3420
KB Financial Partners
New Jersey
$230K -$6.14K -18 -3%
GWAM
3421
Guardian Wealth Advisors (Minnesota)
Minnesota
$230K
AIM
3422
Arcadia Investment Management
Michigan
$229K -$73K -214 -24%
HFM
3423
Harvest Fund Management
China
$229K -$37.9K -111 -14%
BRG
3424
Bay Rivers Group
Virginia
$228K -$68.2K -200 -23%
RA
3425
Rodgers & Associates
Pennsylvania
$228K -$18.8K -55 -8%