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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 %
WTC
476
WhitTier Trust Company
Nevada
$31.3M +$721K +2,335 +2%
PWP
477
Perfromance Wealth Partners
Illinois
$31M +$293K +949 +1%
BCI
478
Brinker Capital Investments
Pennsylvania
$30.7M +$10.7M +34,594 +53%
OPS
479
Orion Portfolio Solutions
Nebraska
$30.7M +$20.1M +65,067 +189%
LC
480
Lincoln Capital
Nebraska
$30.6M +$81.8K +265 +0.3%
HCM
481
Hutchinson Capital Management
California
$30.4M +$223K +723 +0.7%
JWA
482
JFS Wealth Advisors
Pennsylvania
$30.3M -$581K -1,881 -2%
Federated Hermes
483
Federated Hermes
Pennsylvania
$30.1M -$6.71M -21,746 -18%
YL
484
YCG LLC
Texas
$30.1M +$21.7M +70,400 +260%
EIM
485
Ervin Investment Management
Washington
$30M -$312K -1,024 -1%
GJCM
486
Grand Jean Capital Management
California
$29.8M -$6.18K -20 -0%
EDRH
487
Edmond de Rothschild Holding
Switzerland
$29.8M +$1.8M +5,837 +6%
LF
488
Lee Financial
Texas
$29.5M -$674K -2,184 -2%
MGIA
489
Matthew Goff Investment Advisor
Texas
$29.3M -$98.8K -320 -0.3%
WP
490
WealthPLAN Partners
Nebraska
$29.1M -$11.6M -37,555 -28%
CAM
491
Close Asset Management
United Kingdom
$29.1M +$177K +575 +0.6%
TNA
492
True North Advisors
Texas
$29M +$157K +509 +0.5%
HWM
493
HB Wealth Management
Georgia
$28.8M +$1.06M +3,429 +4%
BF
494
BOK Financial
Oklahoma
$28.7M -$5.79M -18,749 -17%
SIM
495
Sprucegrove Investment Management
Ontario, Canada
$28.5M -$1.54M -5,000 -5%
Connor, Clark & Lunn Investment Management (CC&L)
496
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$28.5M -$55.6K -180 -0.2%
EH
497
Equitable Holdings
New York
$28.5M +$1.71M +5,545 +6%
ACG
498
Allen Capital Group
Nebraska
$28.5M +$28.5M +92,266 New
RT
499
Rockland Trust
Massachusetts
$28.3M -$3.27M -10,592 -10%
GCM
500
GoodHaven Capital Management
New Jersey
$28M +$1.54K +5 +0%