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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 %
JPLA
3451
Joseph P. Lucia & Associates
New York
$220K -$9.21K -27 -4%
FFL
3452
Financial Freedom LLC
Ohio
$218K
FF
3453
Fluent Financial
Texas
$217K -$21.1K -62 -9%
TC
3454
Trilogy Capital
California
$216K +$216K +626 New
AWP
3455
Ascent Wealth Partners
New York
$216K +$216K +632 New
DA
3456
DSC Advisors
Illinois
$214K +$214K +628 New
PCM
3457
Perritt Capital Management
Illinois
$214K +$2.39K +7 +1%
SWMG
3458
Signature Wealth Management Group
Georgia
$214K +$214K +627 New
IRC
3459
Investors Research Corp
Georgia
$213K
SWAG
3460
Spectrum Wealth Advisory Group
California
$213K +$213K +625 New
CI
3461
Ceera Investments
Texas
$212K +$212K +622 New
IPW
3462
Invictus Private Wealth
Colorado
$212K +$212K +621 New
AI
3463
Atom Investors
Texas
$211K +$211K +619 New
AFS
3464
AFG Fiduciary Services
Massachusetts
$211K +$211K +618 New
PWM
3465
Pacific Wealth Management
California
$209K +$209K +612 New
JA
3466
JVL Associates
Michigan
$208K +$208K +609 New
PFA
3467
Pinnacle Family Advisors
Missouri
$206K -$251K -736 -55%
PWA
3468
PCG Wealth Advisors
Kansas
$206K -$24.2K -71 -11%
LD
3469
Lipe & Dalton
New York
$206K
TW
3470
Towerpoint Wealth
California
$206K +$206K +604 New
KWM
3471
Kaydan Wealth Management
Michigan
$206K +$206K +603 New
AI
3472
Auour Investments
Massachusetts
$206K +$206K +603 New
ARIS
3473
Advanced Research Investment Solutions
California
$205K +$205K +602 New
NME
3474
Notis-McConarty Edward
$205K -$64.8K -190 -24%
RWG
3475
Regal Wealth Group
California
$204K +$204K +597 New