BRK.B icon

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 %
XF
826
XML Financial
Maryland
$11.2M +$237K +768 +2%
CFG
827
Citizens Financial Group
Rhode Island
$11.1M -$532K -1,724 -5%
WANY
828
Wealthspire Advisors (New York)
New York
$11.1M -$827K -2,680 -7%
FTDI
829
First Trust Direct Indexing
Massachusetts
$11.1M +$942K +3,051 +9%
DAS
830
Dynamic Advisor Solutions
Arizona
$11.1M +$601K +1,947 +6%
SFS
831
Summit Financial Strategies
Ohio
$11.1M -$202K -653 -2%
TGAM
832
TBH Global Asset Management
Tennessee
$11.1M +$3.09M +10,009 +39%
NC
833
NovaPoint Capital
Georgia
$11M -$220K -714 -2%
ATIA
834
American Trust Investment Advisors
New Hampshire
$11M +$17.6K +57 +0.2%
CPA
835
Court Place Advisors
Maryland
$11M -$495K -1,602 -4%
PWW
836
Pettyjohn Wood & White
Virginia
$11M -$23.5K -76 -0.2%
SWM
837
Spire Wealth Management
Virginia
$11M -$1.46M -4,717 -12%
SAM
838
Summit Asset Management
Tennessee
$10.9M +$1.54K +5 +0%
FMTC
839
Farmers & Merchants Trust Company
California
$10.9M -$2.47K -8 -0%
OPCM
840
Osborne Partners Capital Management
California
$10.9M +$7.41K +24 +0.1%
OP
841
ORG Partners
Indiana
$10.9M +$10.9M +35,116 New
ECM
842
Evergreen Capital Management
Washington
$10.8M +$564K +1,828 +5%
ERSOT
843
Employees Retirement System of Texas
Texas
$10.8M -$48.8M -158,102 -82%
AIMCA
844
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.8M -$11.7M -37,930 -52%
DT
845
Diversified Trust
Tennessee
$10.8M -$771K -2,498 -7%
OCPWS
846
One Charles Private Wealth Services
Massachusetts
$10.8M +$732K +2,371 +7%
NNPTE
847
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$10.7M -$13M -41,973 -55%
SIM
848
Studio Investment Management
Illinois
$10.7M -$673K -2,180 -6%
PCM
849
Presidio Capital Management
California
$10.6M -$4.17M -13,499 -28%
NAMP
850
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.6M -$236K -763 -2%