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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 %
ACM
376
Ardent Capital Management
Ohio
$43.9M +$261K +846 +0.6%
NPF
377
Norris Perne & French
Michigan
$43.7M -$844K -2,733 -2%
IFS
378
Intelligent Financial Strategies
Minnesota
$43.7M +$9.35M +30,294 +27%
OSAM
379
O'Shaughnessy Asset Management
Connecticut
$43.6M -$509K -1,649 -1%
AZ
380
Aquamarine Zurich
Switzerland
$43.4M
PCM
381
Parsons Capital Management
Rhode Island
$43.1M -$713K -2,310 -2%
OPERF
382
Oregon Public Employees Retirement Fund
Oregon
$43M -$509K -1,649 -1%
AAS
383
Avantax Advisory Services
Texas
$42.7M +$1.14M +3,691 +3%
BAM
384
Belpointe Asset Management
Nevada
$42.6M +$867K +2,807 +2%
SWM
385
Segment Wealth Management
Texas
$42.3M +$1.43M +4,635 +4%
AWS
386
Atria Wealth Solutions
New York
$42.3M -$1.55M -5,016 -4%
BB
387
Busey Bank
Illinois
$42.1M +$938K +3,037 +2%
DCM
388
Dupont Capital Management
Delaware
$41.6M +$2.14M +6,929 +5%
LSV Asset Management
389
LSV Asset Management
Illinois
$41.5M -$12M -38,715 -22%
WF
390
Welch & Forbes
Massachusetts
$41.4M +$563K +1,824 +1%
DC
391
Defender Capital
North Carolina
$41.2M +$1.97M +6,365 +5%
WorldQuant Millennium Advisors
392
WorldQuant Millennium Advisors
New York
$41.2M +$26.1M +84,439 +172%
NA
393
NewEdge Advisors
Louisiana
$40.5M +$1.31M +4,234 +3%
LI
394
Lafayette Investments
Maryland
$40.4M -$127K -411 -0.3%
Wealthfront Advisers
395
Wealthfront Advisers
California
$40.2M -$76.6K -248 -0.2%
Twin Tree Management
396
Twin Tree Management
Texas
$39.9M +$16.2M +52,628 +69%
EOJOAM
397
E. Ohman J:or Asset Management
Sweden
$39.6M -$173K -560 -0.4%
HWA
398
Heritage Wealth Advisors
Virginia
$39.6M +$1.55M +5,028 +4%
MGIA
399
Moneta Group Investment Advisors
Missouri
$39.3M +$12.7M +41,110 +48%
SFM
400
Stack Financial Management
Montana
$39.2M +$750K +2,429 +2%