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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 %
HC
626
Hendley & Co
Ohio
$20.8M -$83.9K -246 -0.4%
AWM
627
Apollon Wealth Management
South Carolina
$20.7M +$5.1M +14,945 +33%
Man Group
628
Man Group
United Kingdom
$20.6M +$20.6M +60,423 New
WCMN
629
Westchester Capital Management (Nebraska)
Nebraska
$20.5M -$255K -748 -1%
DWM
630
Dakota Wealth Management
Florida
$20.5M +$5.08M +14,885 +33%
HLCM
631
Hi-Line Capital Management
South Dakota
$20.5M -$5.8M -17,011 -22%
OFG
632
OTA Financial Group
New York
$20.5M +$20.5M +60,000 New
AWS
633
Arkfeld Wealth Strategies
Nebraska
$20.4M +$468K +1,356 +2%
SWP
634
Stratos Wealth Partners
Ohio
$20.4M +$1.59M +4,671 +8%
MWM
635
Meridian Wealth Management
Kentucky
$20.4M +$981K +2,877 +5%
CIA
636
Choate Investment Advisors
Massachusetts
$20.3M +$453K +1,327 +2%
QCM
637
Quantinno Capital Management
New York
$20.2M +$1.77M +5,196 +10%
GA
638
Gateway Advisory
New Jersey
$20.2M +$118K +346 +0.6%
CAM
639
Carret Asset Management
New York
$20.2M +$42.6K +125 +0.2%
FG
640
Fiduciary Group
Georgia
$20.1M +$73.3K +215 +0.4%
NL
641
NWAM LLC
Washington
$20.1M +$3.11M +9,126 +18%
BC
642
Burney Company
Virginia
$19.9M -$2.46M -7,210 -11%
Eagle Capital Management (New York)
643
Eagle Capital Management (New York)
New York
$19.9M +$553K +1,623 +3%
NB
644
Norinchukin Bank
Japan
$19.9M -$9.46M -27,745 -32%
WF
645
WoodTrust Financial
Wisconsin
$19.8M -$46.7K -137 -0.2%
BFA
646
Beaumont Financial Advisors
Massachusetts
$19.8M -$48.8K -143 -0.2%
CHAM
647
Clear Harbor Asset Management
Connecticut
$19.7M +$1.84M +5,395 +10%
BFIM
648
Beese Fulmer Investment Management
Ohio
$19.7M -$44K -129 -0.2%
EP
649
Elkhorn Partners
Nebraska
$19.6M -$201K -590 -1%
PMG
650
ProVise Management Group
Florida
$19.6M +$1.9M +5,582 +11%