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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 %
ANBT
726
American National Bank & Trust
Texas
$16M +$646K +1,893 +4%
WFG
727
Wills Financial Group
Virginia
$16M -$13.6K -40 -0.1%
SW
728
SVB Wealth
Massachusetts
$16M -$4.92M -14,425 -24%
WS
729
Wedbush Securities
California
$16M -$89.3K -262 -0.6%
TC
730
TownSquare Capital
Utah
$15.8M +$1.75M +5,141 +12%
AC
731
Aldebaran Capital
Indiana
$15.8M -$336K -985 -2%
BCM
732
Banyan Capital Management
Georgia
$15.7M -$120K -352 -0.8%
WPW
733
Waldron Private Wealth
Pennsylvania
$15.7M -$946K -2,774 -6%
MPW
734
Monterey Private Wealth
California
$15.7M +$447K +1,311 +3%
SF
735
Synovus Financial
Georgia
$15.5M -$2.15M -6,302 -12%
PWAG
736
Polaris Wealth Advisory Group
California
$15.5M -$1.65M -4,843 -10%
BG
737
Bahl & Gaynor
Ohio
$15.5M -$279K -817 -2%
UAM
738
Unison Asset Management
Florida
$15.5M +$312K +915 +2%
AWM
739
Axxcess Wealth Management
California
$15.5M +$769K +2,256 +5%
PCA
740
Pallas Capital Advisors
Massachusetts
$15.4M -$660K -1,916 -4%
WKSWA
741
White Knight Strategic Wealth Advisors
New Jersey
$15.3M -$43.3K -127 -0.3%
ECAM
742
East Coast Asset Management
Massachusetts
$15.3M -$3.17M -9,284 -17%
BFG
743
Beacon Financial Group
Texas
$15.2M -$197K -584 -1%
VA
744
Valmark Advisers
Ohio
$15.2M +$659K +1,934 +5%
IWA
745
Intercontinental Wealth Advisors
Texas
$15.1M +$679K +1,992 +5%
PAIM
746
Punch & Associates Investment Management
Minnesota
$15.1M -$90K -264 -0.6%
JWBC
747
J.W. Burns & Co
New York
$15M -$67.9K -199 -0.4%
AJ
748
Ashburton (Jersey)
Jersey
$14.9M -$493K -1,445 -3%
JF
749
Jump Financial
Illinois
$14.8M +$14.8M +43,355 New
FNBT
750
FineMark National Bank & Trust
Florida
$14.8M +$828K +2,428 +6%