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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 %
IFPG
3426
Intrepid Financial Planning Group
Indiana
$228K
SWM
3427
Seed Wealth Management
Illinois
$228K
DA
3428
Drake & Associates
Wisconsin
$228K -$2.05K -6 -0.9%
CWM
3429
Cahill Wealth Management
Michigan
$227K
BO
3430
Bank OZK
Arkansas
$227K -$2.73K -8 -1%
CG
3431
Clifford Group
Massachusetts
$227K
CFCI
3432
Comprehensive Financial Consultants Institutional
Indiana
$227K
SEEDPG
3433
S.E.E.D. Planning Group
New York
$227K
LBC
3434
Lawrence B. Cohen
$226K
VFIC
3435
Valley Forge Investment Consultants
Pennsylvania
$226K
CPG
3436
Cornerstone Planning Group
New Jersey
$225K +$225K +661 New
TF
3437
Talbot Financial
Washington
$225K
BG
3438
Bollard Group
Massachusetts
$225K +$54.5K +160 +32%
CST
3439
Charles Schwab Trust
Nevada
$225K
MAM
3440
McCarthy Asset Management
California
$224K
HIF
3441
Hill Island Financial
Michigan
$224K
W
3442
WorthPointe
California
$224K +$224K +656 New
BA
3443
BCM Advisors
Louisiana
$223K
EBT
3444
Enterprise Bank & Trust
Massachusetts
$223K +$223K +654 New
EA
3445
Evolution Advisers
Virginia
$223K
FWC
3446
First Washington Corp
Washington
$222K
ACMA
3447
Arbor Capital Management (Alaska)
Alaska
$220K -$30.6K -90 -12%
CII
3448
Capital International Inc
California
$220K -$16.4K -48 -7%
BB
3449
Berkshire Bank
Massachusetts
$220K +$220K +645 New
D
3450
Dentgroup
Louisiana
$220K +$220K +645 New