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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 %
Loomis, Sayles & Company
3501
Loomis, Sayles & Company
Massachusetts
$156K +$9.9K +29 +7%
TIM
3502
Thompson Investment Management
Wisconsin
$155K -$27.3K -80 -15%
IPW
3503
Impact Partnership Wealth
Georgia
$152K +$152K +446 New
IUHSA
3504
Itau Unibanco Holding S.A.
Brazil
$149K -$115K -338 -44%
CWA
3505
Core Wealth Advisors
Florida
$142K +$29K +85 +26%
CFS
3506
CGC Financial Services
Oregon
$138K +$138K +406 New
ACM
3507
Antonetti Capital Management
Florida
$138K -$5.12K -15 -4%
HC
3508
Hoese & Co
Minnesota
$136K
SC
3509
Steph & Co
Wisconsin
$133K
GCS
3510
Gordian Capital (Singapore)
Singapore
$132K
CCMW
3511
Cypress Capital Management (Wyoming)
Wyoming
$130K
DWA
3512
Dougherty Wealth Advisers
Minnesota
$130K
RTL
3513
Red Tortoise LLC
Georgia
$130K +$2.39K +7 +2%
HWM
3514
HighMark Wealth Management
Minnesota
$126K
GAG
3515
Goodman Advisory Group
Massachusetts
$125K -$27.3K -80 -18%
DF
3516
DecisionPoint Financial
Arizona
$124K
GWM
3517
Guardian Wealth Management
Illinois
$124K +$62.7K +184 +102%
RWM
3518
Ruedi Wealth Management
Illinois
$124K
DF
3519
Dunhill Financial
United Kingdom
$121K +$121K +344 New
PG
3520
Prostatis Group
Maryland
$116K +$116K +27,201 New
WWM
3521
Wolff Wiese Magana
California
$116K
SC
3522
Soundwatch Capital
Connecticut
$116K +$116K +219,320 New
FFC
3523
First Financial Corp
Indiana
$108K -$1.36K -4 -1%
FMTCOCP
3524
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$108K -$7.16K -21 -6%
RVM
3525
Robinson Value Management
Texas
$106K +$106K +310 New