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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 %
SIM
551
Sprucegrove Investment Management
Ontario, Canada
$26.3M -$5.21M -15,276 -17%
RDWM
552
Red Door Wealth Management
Tennessee
$26.3M +$17.7M +51,967 +207%
MA
553
Menlo Advisors
California
$26.2M -$445K -1,305 -2%
LGF
554
LGT Group Foundation
Liechtenstein
$26.2M -$130K -382 -0.5%
PAS
555
Professional Advisory Services
Florida
$26.2M -$981K -2,876 -4%
AssetMark Inc
556
AssetMark Inc
California
$26.2M +$312K +916 +1%
FCBT
557
First Citizens Bank & Trust
North Carolina
$25.9M +$4.58M +13,437 +21%
MAM
558
Magellan Asset Management
Australia
$25.9M
HF
559
HRT Financial
New York
$25.8M +$25.8M +75,647 New
API
560
Advisor Partners II
California
$25.7M +$80.1K +235 +0.3%
FCH
561
Freestone Capital Holdings
Washington
$25.7M +$1.14M +3,357 +5%
LOPW
562
Live Oak Private Wealth
North Carolina
$25.6M +$68.2K +200 +0.3%
SS
563
Simplicity Solutions
Minnesota
$25.5M -$3.18M -9,317 -11%
SAM
564
Shell Asset Management
Netherlands
$25.4M -$909K -2,666 -3%
UCB
565
United Community Bank
South Carolina
$25.4M -$538K -1,579 -2%
H
566
HoyleCohen
California
$25.4M -$49.4K -145 -0.2%
LKIM
567
Lawson Kroeker Investment Management
Nebraska
$25.3M -$335K -982 -1%
KP
568
Kiltearn Partners
United Kingdom
$25.2M -$784K -2,300 -3%
AIM
569
Achmea Investment Management
Netherlands
$25.2M +$7.54M +22,120 +43%
BFS
570
Bard Financial Services
Connecticut
$25.2M -$341K -1,000 -1%
TSW
571
Thompson Siegel & Walmsley
Virginia
$25.1M -$667K -1,955 -3%
PC
572
Pecaut & Co
Iowa
$24.8M -$285K -837 -1%
SC
573
Steginsky Capital
New York
$24.8M -$1.47M -4,325 -6%
ADEF
574
Adams Diversified Equity Fund
Maryland
$24.7M -$12.9M -37,751 -34%
PA
575
Parallel Advisors
California
$24.6M +$178K +521 +0.7%