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Berkshire Hathaway Class B

3,624 hedge funds and large institutions have $296B invested in Berkshire Hathaway Class B in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,468 increasing their positions, 1,358 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,624
Holders Change
+39
Holders Change %
+1.09%
% of All Funds
57.78%
Holding in Top 10
697
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+8.23%
% of All Funds
11.11%
New
160
Increased
1,468
Reduced
1,358
Closed
81
Calls
$6.44B
Puts
$3.86B
Net Calls
+$2.57B
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Shares
Change %
PD
3426
Planning Directions
Pennsylvania
$254K +$9.82K +28 +4%
LSA
3427
Lion Street Advisors
Texas
$254K -$231K -660 -48%
WFAG
3428
Worth Financial Advisory Group
North Carolina
$252K
WAG
3429
Wallace Advisory Group
California
$250K +$250K +732 New
VFIC
3430
Valley Forge Investment Consultants
Pennsylvania
$249K +$16.8K +48 +7%
TDC
3431
Thompson Davis & Co
Virginia
$249K -$7.71K -22 -3%
EWA
3432
Etesian Wealth Advisors
Oregon
$249K
SA
3433
Scarborough Advisors
Maryland
$248K -$12.3K -35 -5%
OBWP
3434
O'Brien Wealth Partners
Massachusetts
$248K
RWM
3435
Refined Wealth Management
Utah
$247K
BWA
3436
BlueSky Wealth Advisors
North Carolina
$247K +$247K +706 New
HB
3437
Horizon Bancorp
Indiana
$247K -$8.75K -25 -3%
LBWM
3438
Left Brain Wealth Management
Illinois
$247K -$102K -290 -29%
CBT
3439
Central Bank & Trust
Kentucky
$247K
MBFW
3440
Morton Brown Family Wealth
Pennsylvania
$246K
BWM
3441
Biltmore Wealth Management
Arizona
$246K +$350 +1 +0.1%
EIA
3442
Eastover Investment Advisors
North Carolina
$246K
OPOWM
3443
One Plus One Wealth Management
Florida
$246K
OAP
3444
One Advisory Partners
Kansas
$245K +$245K +700 New
LRIC
3445
Long Road Investment Counsel
Michigan
$245K
DWM
3446
Darwin Wealth Management
Florida
$244K
EA
3447
Eudaimonia Advisors
Tennessee
$243K -$35K -100 -13%
NEPPG
3448
New England Professional Planning Group
Rhode Island
$243K
MIM
3449
Montgomery Investment Management
Maryland
$243K
PIWA
3450
Prevail Innovative Wealth Advisors
Kansas
$243K