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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 %
PWMAG
751
Pinnacle Wealth Management Advisory Group
New Jersey
$13M +$297K +962 +2%
AIM
752
AMI Investment Management
Indiana
$13M -$1.11M -3,580 -8%
TCCM
753
Timber Creek Capital Management
Massachusetts
$12.9M -$877K -2,839 -6%
EWM
754
Edge Wealth Management
New York
$12.9M -$145K -470 -1%
CA
755
Clearstead Advisors
Ohio
$12.9M +$731K +2,367 +6%
LFRG
756
Lazard Frères Gestion
France
$12.9M +$619K +2,383 +5%
GI
757
Gradient Investments
Minnesota
$12.8M +$2.58M +8,345 +25%
TC
758
TownSquare Capital
Utah
$12.8M +$631K +2,043 +5%
AF
759
Alerus Financial
North Dakota
$12.7M +$2.03M +6,584 +19%
BHWM
760
Bar Harbor Wealth Management
New Hampshire
$12.7M -$537K -1,738 -4%
ATC
761
Argent Trust Co
Tennessee
$12.6M -$120K -390 -0.9%
FNBT
762
FineMark National Bank & Trust
Florida
$12.6M -$195K -633 -2%
Massachusetts Financial Services
763
Massachusetts Financial Services
Massachusetts
$12.6M -$418K -1,354 -3%
FHB
764
First Hawaiian Bank
Hawaii
$12.6M +$1.43M +4,623 +13%
NAS
765
Nicolet Advisory Services
Wisconsin
$12.6M +$5.18M +16,591 +70%
ECM
766
Exchange Capital Management
Michigan
$12.6M -$30.6K -99 -0.2%
BBA
767
Baader Bank Aktiengesellschaft
Germany
$12.6M +$583K +1,908 +5%
TI
768
Tidal Investments
Wisconsin
$12.6M +$266K +860 +2%
DSAM
769
Dock Street Asset Management
Florida
$12.5M +$650K +2,106 +5%
SC
770
Stolper & Co
Oklahoma
$12.5M +$69.5K +225 +0.6%
USAA
771
United Services Automobile Association
Texas
$12.5M -$7.79M -25,229 -38%
JWCA
772
J.W. Cole Advisors
Florida
$12.4M +$22.5K +73 +0.2%
KJWM
773
Kiley Juergens Wealth Management
Washington
$12.4M +$30.3K +98 +0.2%
SWM
774
Stockman Wealth Management
Montana
$12.4M -$136K -439 -1%
HCM
775
Hitchwood Capital Management
New York
$12.4M -$17M -55,000 -58%