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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 %
OA
3526
Operose Advisors
Wisconsin
$102K
CAS
3527
Coppell Advisory Solutions
Texas
$99.5K +$99.5K +295 New
SCM
3528
Silvant Capital Management
Georgia
$96.5K
ARS
3529
Adirondack Retirement Specialists
New York
$96.5K
WTA
3530
Washington Trust Advisors
Massachusetts
$93.8K
WFA
3531
West Financial Advisors
Iowa
$89K -$161K -471 -64%
TWD
3532
True Wealth Design
Ohio
$87K -$17.4K -51 -17%
DCBT
3533
Dakota Community Bank & Trust
North Dakota
$85.3K -$6.82K -20 -7%
SC
3534
Sawyer & Company
Massachusetts
$82K
RWPA
3535
Richard W. Paul & Associates
Michigan
$81.5K
2L
3536
25 LLC
Missouri
$74.2K +$1.37K +4 +2%
ETC
3537
Exchange Traded Concepts
Oklahoma
$73.7K +$27.3K +80 +59%
LFASL
3538
Lugano Financial Advisors SA (LFA)
Switzerland
$71.6K +$17.1K +50 +31%
BWAM
3539
Boyd Watterson Asset Management
Ohio
$70.6K
OIS
3540
Okabena Investment Services
Minnesota
$69.2K +$67.5K +198 +3,960%
AWM
3541
Ameliora Wealth Management
Switzerland
$68.2K
IAIM
3542
Industrial Alliance Investment Management
Quebec, Canada
$66K +$66K +194 New
DWA
3543
Delos Wealth Advisors
Texas
$60.4K
GCM
3544
Gables Capital Management
Florida
$59.7K
HIM
3545
Hillsdale Investment Management
Ontario, Canada
$58.3K
WAM
3546
Worth Asset Management
Texas
$54.6K
EAM
3547
Eukles Asset Management
Ohio
$53.2K +$10.6K +31 +25%
EL
3548
EMFO LLC
Florida
$50.5K +$6.14K +18 +14%
LWA
3549
Lowe Wealth Advisors
Maryland
$40.9K
MG
3550
MilWealth Group
Wisconsin
$40.2K