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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 %
PMG
676
ProVise Management Group
Florida
$16M +$1.82M +5,907 +13%
BAMF
677
BI Asset Management Fondsmaeglerselskab
Denmark
$15.9M -$2.66M -8,619 -14%
EF
678
Empirical Finance
Pennsylvania
$15.8M +$643K +2,084 +4%
BFP
679
Beacon Financial Planning
Massachusetts
$15.7M -$222K -718 -1%
GIA
680
GHP Investment Advisors
Colorado
$15.7M +$68.9K +223 +0.4%
SCA
681
Snowden Capital Advisors
New York
$15.7M +$1.45M +4,704 +10%
PWLP
682
Prio Wealth Limited Partnership
Massachusetts
$15.6M -$88K -285 -0.6%
PWAG
683
Polaris Wealth Advisory Group
California
$15.5M +$7.63M +24,721 +96%
Balyasny Asset Management
684
Balyasny Asset Management
Illinois
$15.5M -$12.2M -39,455 -44%
CC
685
Chicago Capital
Illinois
$15.5M +$92.6K +300 +0.6%
F1I
686
Fund 1 Investments
Puerto Rico
$15.4M +$4.63M +15,000 +43%
WCM
687
Weik Capital Management
Pennsylvania
$15.4M -$375K -1,214 -2%
NL
688
NWAM LLC
Washington
$15.3M -$3.57M -11,561 -19%
KFA
689
Kelleher Financial Advisors
New York
$15.3M -$2.03M -6,561 -12%
IWC
690
Integrated Wealth Concepts
Massachusetts
$15.3M +$7.01M +22,703 +84%
PFO
691
Pathstone Family Office
New Jersey
$15.2M -$32.6M -109,189 -68%
CJFS
692
Coulter & Justus Financial Services
Tennessee
$15.2M +$14.2K +46 +0.1%
PCA
693
Pallas Capital Advisors
Massachusetts
$15.2M +$3.28M +10,069 +28%
CSPIA
694
Cary Street Partners Investment Advisory
Virginia
$15.1M -$293K -950 -2%
GCMG
695
Gyroscope Capital Management Group
Florida
$15.1M -$30.9K -100 -0.2%
WPW
696
Waldron Private Wealth
Pennsylvania
$15.1M -$68.5K -222 -0.5%
HKAM
697
Horizon Kinetics Asset Management
New York
$15M +$2.03M +6,579 +16%
CIM
698
Corda Investment Management
Texas
$15M -$165K -534 -1%
CL
699
CIM LLC
New York
$14.9M -$111K -361 -0.7%
EIP
700
Easterly Investment Partners
Massachusetts
$14.9M +$2.78M +8,989 +23%