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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 %
BFP
701
Beacon Financial Planning
Massachusetts
$17.2M -$190K -556 -1%
PWLP
702
Prio Wealth Limited Partnership
Massachusetts
$17.2M -$27.3K -80 -0.2%
SPC
703
Sigma Planning Corp
Michigan
$17.1M +$908K +2,662 +6%
CC
704
Chicago Capital
Illinois
$17.1M +$2.39K +7 +0%
KSWA
705
Kathleen S. Wright Associates
Pennsylvania
$17M -$944K -2,768 -5%
WCM
706
Weik Capital Management
Pennsylvania
$16.8M -$166K -487 -1%
AI
707
Accredited Investors
Minnesota
$16.8M +$1.33M +3,906 +9%
CJFS
708
Coulter & Justus Financial Services
Tennessee
$16.8M -$2.73K -8 -0%
NAS
709
Nicolet Advisory Services
Wisconsin
$16.7M +$2.92M +8,562 +21%
HKAM
710
Horizon Kinetics Asset Management
New York
$16.6M -$17.4K -51 -0.1%
GT
711
Glenview Trust
Kentucky
$16.6M +$536K +1,572 +3%
FNT
712
First National Trust
Pennsylvania
$16.5M +$49.8K +146 +0.3%
FA
713
Fiduciary Alliance
South Carolina
$16.4M +$1.94M +5,698 +13%
CIM
714
Corda Investment Management
Texas
$16.4M -$140K -410 -0.8%
UIM
715
USS Investment Management
United Kingdom
$16.4M
MFWM
716
Motley Fool Wealth Management
Virginia
$16.4M +$1.79M +5,246 +12%
QF
717
QVT Financial
New York
$16.3M
OIA
718
OneDigital Investment Advisors
Kansas
$16.3M -$1.33M -3,906 -8%
VCM
719
Violich Capital Management
California
$16.3M -$102K -300 -0.6%
GP
720
Greenline Partners
New York
$16.3M -$3.41K -10 -0%
BDA
721
Borer Denton & Associates
Pennsylvania
$16.3M +$25.6K +75 +0.2%
SEM
722
Suncoast Equity Management
Florida
$16.2M +$338K +991 +2%
CL
723
CIM LLC
New York
$16.1M -$352K -1,031 -2%
ASN
724
Advisory Services Network
Georgia
$16M +$1.43M +4,204 +10%
IMRF
725
Illinois Municipal Retirement Fund
Illinois
$16M -$1.87M -5,494 -10%