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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 %
FG
626
Fiduciary Group
Georgia
$18.1M -$110K -357 -0.6%
WWM
627
Western Wealth Management
Colorado
$18.1M +$139K +449 +0.8%
PFP
628
Pinnacle Financial Partners
Tennessee
$18M +$1.48M +4,807 +9%
WF
629
WoodTrust Financial
Wisconsin
$18M +$83.7K +271 +0.5%
CIA
630
Choate Investment Advisors
Massachusetts
$18M -$90.8K -294 -0.5%
BFA
631
Beaumont Financial Advisors
Massachusetts
$17.9M -$371K -1,202 -2%
EP
632
Elkhorn Partners
Nebraska
$17.9M +$164K +530 +0.9%
AWM
633
Absher Wealth Management
North Carolina
$17.9M +$160K +519 +0.9%
BFIM
634
Beese Fulmer Investment Management
Ohio
$17.9M +$1.05M +3,394 +6%
TCA
635
Teewinot Capital Advisers
New York
$17.8M -$229K -741 -1%
CL
636
Choreo LLC
Illinois
$17.7M +$10.7M +34,517 +150%
GU
637
Georgetown University
District of Columbia
$17.7M
PTB
638
Pioneer Trust Bank
Oregon
$17.6M -$489K -1,585 -3%
MWM
639
Meridian Wealth Management
Kentucky
$17.6M +$1.91M +6,176 +12%
PGIM
640
Pacific Global Investment Management
California
$17.6M -$1.57M -5,077 -8%
Eagle Capital Management (New York)
641
Eagle Capital Management (New York)
New York
$17.5M -$71.3K -231 -0.4%
NMIMC
642
Northwestern Mutual Investment Management Company
Wisconsin
$17.5M +$50.9K +165 +0.3%
KOCAA
643
Knights of Columbus Asset Advisors
Connecticut
$17.3M +$3.58M +11,607 +26%
SAM
644
Satovsky Asset Management
New York
$17.2M +$305K +986 +2%
LGWM
645
Litman Gregory Wealth Management
California
$17.2M +$17.2M +55,481 New
UI
646
Unconventional Investor
New Hampshire
$17.2M +$229K +742 +1%
SSB
647
Sandy Spring Bank
Maryland
$17.1M +$683K +2,213 +4%
ACA
648
Aptus Capital Advisors
Alabama
$17.1M -$170K -551 -1%
SWP
649
Stratos Wealth Partners
Ohio
$17M -$1.62M -5,259 -9%
NCM
650
Novare Capital Management
North Carolina
$16.8M -$191K -619 -1%