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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 %
GKIM
3476
GW&K Investment Management
Massachusetts
$203K +$199K +585 +5,318%
MFP
3477
Meridian Financial Partners
Virginia
$203K +$203K +587 New
OFG
3478
OmniStar Financial Group
North Carolina
$203K +$203K +595 New
MWM
3479
MinichMacGregor Wealth Management
New York
$202K -$28.3K -83 -12%
KM
3480
Kalos Management
Georgia
$201K -$1.71K -5 -0.8%
OPWM
3481
Oxinas Partners Wealth Management
Indiana
$201K -$34.1K -100 -15%
BFA
3482
BMS Financial Advisors
South Dakota
$201K +$201K +589 New
TLP
3483
Tri Locum Partners
New York
$201K +$201K +588 New
NCM
3484
Narwhal Capital Management
Georgia
$200K +$200K +587 New
PA
3485
PSI Advisors
Florida
$198K +$46K +135 +30%
SFCL
3486
Strengthening Families & Communities LLC
Massachusetts
$196K -$11.2K -33 -5%
QCI
3487
Quaker Capital Investments
Pennsylvania
$194K
IA
3488
IFS Advisors
Kansas
$187K +$26.6K +78 +17%
DI
3489
Disciplined Investments
Oklahoma
$184K -$2.73K -8 -1%
OSNBOA
3490
Old Second National Bank of Aurora
Illinois
$183K -$6.82K -20 -4%
SIA
3491
Sit Investment Associates
Minnesota
$182K
TAM
3492
Tucker Asset Management
Colorado
$180K +$6.48K +19 +4%
TLA
3493
Tanglewood Legacy Advisors
Texas
$173K
GWSA
3494
Global Wealth Strategies & Associates
Colorado
$172K -$28K -82 -14%
BFA
3495
BBJS Financial Advisors
Washington
$171K
EAM
3496
Erste Asset Management
Austria
$169K +$17.1K +50 +11%
BWS
3497
Buck Wealth Strategies
Colorado
$168K +$55.9K +164 +50%
SAM
3498
Sycomore Asset Management
France
$167K
CWM
3499
Cranbrook Wealth Management
Michigan
$165K
MLA
3500
MB, Levis & Associates
Pennsylvania
$162K