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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 %
TWD
3476
True Wealth Design
Ohio
$94.5K +$18.8K +61 +25%
OA
3477
Operose Advisors
Wisconsin
$92.6K -$232K -750 -71%
ARS
3478
Adirondack Retirement Specialists
New York
$87.5K
SCM
3479
Silvant Capital Management
Georgia
$87.4K
WTA
3480
Washington Trust Advisors
Massachusetts
$84.9K -$24.7K -80 -23%
DCBT
3481
Dakota Community Bank & Trust
North Dakota
$83.4K -$4.63K -15 -5%
SC
3482
Sawyer & Company
Massachusetts
$75K -$9.38K -30 -11%
RWPA
3483
Richard W. Paul & Associates
Michigan
$73.8K -$309 -1 -0.4%
2L
3484
25 LLC
Missouri
$69.1K +$69.1K +212 New
MFG
3485
Monumental Financial Group
Maryland
$68K +$68K +220 New
BWAM
3486
Boyd Watterson Asset Management
Ohio
$63.9K -$21.6K -70 -25%
CPFP
3487
Clear Perspectives Financial Planning
Ohio
$61.8K -$618 -2 -1%
AWM
3488
Ameliora Wealth Management
Switzerland
$61.8K
GWM
3489
Guardian Wealth Management
Illinois
$55.9K
DWA
3490
Delos Wealth Advisors
Texas
$54.7K -$43.5K -141 -44%
GCM
3491
Gables Capital Management
Florida
$54K
HIM
3492
Hillsdale Investment Management
Ontario, Canada
$52.8K
LFASL
3493
Lugano Financial Advisors SA (LFA)
Switzerland
$49.4K
WAM
3494
Worth Asset Management
Texas
$49.4K
SC
3495
Schubert & Co
Texas
$46.9K -$2.16K -7 -4%
ETC
3496
Exchange Traded Concepts
Oklahoma
$42K +$1.24K +4 +3%
AS
3497
Altshuler Shaham
Israel
$41.1K -$6.18K -20 -13%
EL
3498
EMFO LLC
Florida
$40.1K
EAM
3499
Eukles Asset Management
Ohio
$38.6K
LWA
3500
Lowe Wealth Advisors
Maryland
$37.1K