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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 %
TWM
751
TLW Wealth Management
Florida
$14.8M -$104K -304 -0.7%
EWM
752
Edge Wealth Management
New York
$14.7M +$418K +1,226 +3%
WCM
753
Wedge Capital Management
North Carolina
$14.7M -$3.01M -8,841 -17%
Fisher Asset Management
754
Fisher Asset Management
Washington
$14.7M +$1.47M +4,321 +11%
RJT
755
Raymond James Trust
Florida
$14.7M -$242K -711 -2%
WC
756
Whitney & Co
New York
$14.7M +$176K +516 +1%
BWM
757
Buckley Wealth Management
Nevada
$14.6M +$26.9K +79 +0.2%
SW
758
Solidarity Wealth
Utah
$14.4M +$1.8M +5,280 +14%
DLCIG
759
D.L. Carlson Investment Group
New Hampshire
$14.4M -$3.75K -11 -0%
GI
760
Gradient Investments
Minnesota
$14.4M +$251K +735 +2%
N
761
Natixis
France
$14.4M +$13.3M +39,102 +1,280%
KFA
762
Kelleher Financial Advisors
New York
$14.4M -$2.58M -7,555 -15%
CCM
763
Coldstream Capital Management
Washington
$14.4M -$427K -1,251 -3%
RCA
764
Riverview Capital Advisers
Massachusetts
$14.4M -$138K -405 -1%
OCPWS
765
One Charles Private Wealth Services
Massachusetts
$14.3M +$2.46M +7,214 +21%
CFG
766
Citizens Financial Group
Rhode Island
$14.3M +$1.99M +5,846 +16%
CIA
767
Capital Investment Advisors
Georgia
$14.3M +$1.1M +3,228 +8%
PWMAG
768
Pinnacle Wealth Management Advisory Group
New Jersey
$14.2M -$81.8K -240 -0.6%
FFA
769
Fragasso Financial Advisors
Pennsylvania
$14.2M +$1.37M +4,012 +11%
BCM
770
Brookstone Capital Management
Illinois
$14.2M +$329K +964 +2%
Massachusetts Financial Services
771
Massachusetts Financial Services
Massachusetts
$14.1M +$146K +427 +1%
ERIM
772
Eagle Ridge Investment Management
Connecticut
$14M -$2.05M -5,998 -13%
ATC
773
Argent Trust Co
Tennessee
$14M +$25.2K +74 +0.2%
USAA
774
United Services Automobile Association
Texas
$13.9M +$157K +459 +1%
ECM
775
Exchange Capital Management
Michigan
$13.9M +$8.87K +26 +0.1%