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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 %
Bank of Nova Scotia
401
Bank of Nova Scotia
Ontario, Canada
$45M -$81.4M -238,793 -64%
ACI
402
Alpha Cubed Investments
California
$44.8M +$4.49M +13,181 +11%
GIBU
403
Gulf International Bank (UK)
United Kingdom
$44.7M -$13.5M -39,544 -23%
KPWS
404
Kestra Private Wealth Services
Texas
$44.6M +$6.94M +20,358 +18%
MGIA
405
Moneta Group Investment Advisors
Missouri
$44.5M +$1.14M +3,343 +3%
LI
406
Lafayette Investments
Maryland
$44.4M -$258K -757 -0.6%
DC
407
Defender Capital
North Carolina
$44.2M -$1.3M -3,819 -3%
DCM
408
Dupont Capital Management
Delaware
$44.2M -$1.8M -5,283 -4%
HWA
409
Heritage Wealth Advisors
Virginia
$44.1M +$391K +1,147 +0.9%
DJSG
410
D.J. St. Germain
Massachusetts
$43.9M +$43.9M +128,780 New
FT
411
Fiduciary Trust
Massachusetts
$43.6M +$903K +2,648 +2%
SFM
412
Stack Financial Management
Montana
$43.5M +$215K +631 +0.5%
EOJOAM
413
E. Ohman J:or Asset Management
Sweden
$42.9M -$841K -2,467 -2%
RG
414
Retirement Group
California
$42.8M +$134K +394 +0.3%
HIMCH
415
Hartford Investment Management Co (HIMCO)
Connecticut
$42.7M -$9.08M -26,624 -18%
CA
416
CapWealth Advisors
Tennessee
$42.4M -$46K -135 -0.1%
WM
417
WS Management
Florida
$42.1M
AWM
418
Avior Wealth Management
Nebraska
$42.1M -$90.7K -266 -0.2%
ECM
419
Elgethun Capital Management
South Dakota
$41.6M +$172K +503 +0.4%
AIS
420
AM Investment Strategies
Tennessee
$41.3M -$418K -1,225 -1%
HNB
421
Huntington National Bank
Ohio
$41.2M -$573K -1,680 -1%
TNB
422
Thomasville National Bank
Georgia
$41.1M +$613K +1,799 +2%
SYBT
423
Stock Yards Bank & Trust
Kentucky
$41.1M -$207K -606 -0.5%
LWCA
424
Locust Wood Capital Advisers
New York
$41M +$4.73M +13,876 +13%
SDWIA
425
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$40.6M -$2.39K -7 -0%