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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 %
LNB
801
Ledyard National Bank
$11.7M -$703K -2,278 -6%
ACA
802
Anchor Capital Advisors
Massachusetts
$11.7M -$28.7K -93 -0.2%
IVP
803
Intrinsic Value Partners
Arizona
$11.7M -$119K -385 -1%
KWM
804
Kingsview Wealth Management
Oregon
$11.7M +$3.25M +10,513 +39%
FFA
805
Fragasso Financial Advisors
Pennsylvania
$11.7M +$486K +1,573 +4%
GCGDR
806
Geo Capital Gestora de Recursos
Brazil
$11.6M -$953K -3,088 -8%
HKIM
807
Hayek Kallen Investment Management
Alabama
$11.6M -$238K -770 -2%
FFG
808
Frisch Financial Group
New York
$11.6M +$17.6K +57 +0.2%
LF
809
Longbow Finance
Switzerland
$11.6M +$241K +779 +2%
PAM
810
Private Asset Management
California
$11.6M +$278K +900 +2%
CA
811
Cornerstone Advisory
Maryland
$11.5M -$234K -758 -2%
PFM
812
Patton Fund Management
Texas
$11.5M -$102K -330 -0.9%
IPW
813
Inlet Private Wealth
Florida
$11.5M -$6.18K -20 -0.1%
WDL
814
Well Done LLC
Michigan
$11.5M +$48.5K +157 +0.4%
BL
815
Balentine LLC
Georgia
$11.5M -$4.12M -13,339 -26%
PWM
816
Perigon Wealth Management
California
$11.5M +$478K +1,549 +4%
SW
817
Solidarity Wealth
Utah
$11.4M +$11.4M +37,083 New
KWILP
818
Kiwi Wealth Investments Limited Partnership
New Zealand
$11.4M +$9.59M +31,068 +521%
WIM
819
WealthPlan Investment Management
Nebraska
$11.4M -$29.4M -95,134 -72%
AAB
820
ABN AMRO Bank
Netherlands
$11.4M +$11.4M +36,782 New
HVP
821
Hudson Value Partners
Florida
$11.3M +$311K +1,006 +3%
CFA
822
Cahill Financial Advisors
Minnesota
$11.3M +$32.1K +104 +0.3%
CC
823
Centiva Capital
New York
$11.3M +$11.3M +36,561 New
CLOS
824
Compagnie Lombard Odier SCmA
Switzerland
$11.3M +$81.2K +263 +0.7%
TCOK
825
Trust Company of Kansas
Kansas
$11.2M -$308K -998 -3%