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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 %
RSVP
676
Ramsay Stattman Vela & Price
Colorado
$18.4M -$111K -325 -0.6%
MWM
677
Madison Wealth Management
Ohio
$18.3M +$31.7K +93 +0.2%
MCP
678
Mirador Capital Partners
California
$18.2M -$45.4K -133 -0.2%
HIA
679
Harbor Investment Advisory
Maryland
$18.1M +$13.9M +170,787 +326%
VW
680
Vantage Wealth
California
$18.1M -$202K -593 -1%
NRS
681
Neville Rodie & Shaw
New York
$18.1M -$58K -170 -0.3%
WA
682
WP Advisors
California
$17.9M +$31.7K +93 +0.2%
HPCM
683
Hunter Perkins Capital Management
Illinois
$17.9M +$10.2M +52,318 +133%
CA
684
Clearstead Advisors
Ohio
$17.8M +$3.56M +10,430 +25%
CTI
685
Community Trust & Investment
Kentucky
$17.8M -$104K -304 -0.6%
RI
686
Ridgewood Investments
New Jersey
$17.7M -$114K -333 -0.6%
SWM
687
Sculati Wealth Management
Michigan
$17.7M -$31.7K -93 -0.2%
PHS
688
Pekin Hardy Strauss
Illinois
$17.7M -$180K -527 -1%
CSPIA
689
Cary Street Partners Investment Advisory
Virginia
$17.6M +$918K +2,691 +5%
LFRG
690
Lazard Frères Gestion
France
$17.6M +$814K +2,401 +5%
IAS
691
Insigneo Advisory Services
Florida
$17.6M +$10.7M +31,246 +153%
MFAM
692
Motley Fool Asset Management
Virginia
$17.6M +$1.12M +3,282 +7%
GCMG
693
Gyroscope Capital Management Group
Florida
$17.5M +$853K +2,500 +5%
WSTAM
694
Wilbanks Smith & Thomas Asset Management
Virginia
$17.5M -$366K -1,074 -2%
BAM
695
Belpointe Asset Management
Nevada
$17.5M -$29.6M -86,769 -63%
MFG
696
Mendota Financial Group
Wisconsin
$17.5M -$1.07M -3,146 -6%
FFN
697
Focus Financial Network
Minnesota
$17.4M +$1.3M +3,801 +8%
EF
698
Empirical Finance
Pennsylvania
$17.4M -$42.6K -125 -0.2%
ACA
699
Aptus Capital Advisors
Alabama
$17.3M -$1.54M -4,512 -8%
MGP
700
Metis Global Partners
California
$17.2M -$1.24M -3,632 -7%