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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 %
AJ
726
Ashburton (Jersey)
Jersey
$14M -$4.77M -15,449 -25%
AIM
727
Avity Investment Management
Connecticut
$13.9M +$1.27M +4,116 +10%
WKSWA
728
White Knight Strategic Wealth Advisors
New Jersey
$13.9M +$80.3K +260 +0.6%
ANBT
729
American National Bank & Trust
Texas
$13.9M +$279K +902 +2%
AAS
730
Ameritas Advisory Services
Nebraska
$13.9M -$2.25M -7,076 -14%
MPW
731
Monterey Private Wealth
California
$13.8M -$237K -769 -2%
PAIM
732
Punch & Associates Investment Management
Minnesota
$13.7M -$157K -507 -1%
UAM
733
Unison Asset Management
Florida
$13.7M +$823K +2,665 +6%
JWBC
734
J.W. Burns & Co
New York
$13.7M +$176K +571 +1%
RJT
735
Raymond James Trust
Florida
$13.5M +$418K +1,355 +3%
TWM
736
TLW Wealth Management
Florida
$13.5M -$83.4K -270 -0.6%
CCM
737
Coldstream Capital Management
Washington
$13.4M -$18.8K -61 -0.1%
AWM
738
Axxcess Wealth Management
California
$13.3M -$4.32M -13,984 -25%
ASN
739
Advisory Services Network
Georgia
$13.2M -$225K -728 -2%
MFWM
740
Motley Fool Wealth Management
Virginia
$13.2M -$1.64M -5,301 -11%
BWM
741
Buckley Wealth Management
Nevada
$13.2M -$190K -614 -1%
BCM
742
Brookstone Capital Management
Illinois
$13.1M -$259K -800 -2%
VIM
743
Vinva Investment Management
Australia
$13.1M +$13.1M +43,063 New
VA
744
Valmark Advisers
Ohio
$13.1M +$1.03M +3,347 +9%
RCA
745
Riverview Capital Advisers
Massachusetts
$13.1M -$225K -729 -2%
WC
746
Whitney & Co
New York
$13.1M +$345K +1,118 +3%
FA
747
Fiduciary Alliance
South Carolina
$13.1M +$1.17M +3,794 +10%
DLCIG
748
D.L. Carlson Investment Group
New Hampshire
$13.1M -$1.62M -5,259 -11%
IWA
749
Intercontinental Wealth Advisors
Texas
$13.1M -$1.8M -5,818 -12%
SA
750
Sycale Advisors
New York
$13M +$13M +42,200 New