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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 %
HCM
851
Hutner Capital Management
Vermont
$11.9M +$850K +2,494 +8%
FTDI
852
First Trust Direct Indexing
Massachusetts
$11.9M -$389K -1,141 -3%
SAM
853
Summit Asset Management
Tennessee
$11.9M -$195K -571 -2%
PCM
854
Presidio Capital Management
California
$11.8M +$119K +349 +1%
HWM
855
Heirloom Wealth Management
Colorado
$11.8M +$342K +1,004 +3%
SIM
856
Studio Investment Management
Illinois
$11.7M -$47.7K -140 -0.4%
GCGDR
857
Geo Capital Gestora de Recursos
Brazil
$11.7M -$1.16M -3,396 -9%
LFAS
858
Level Four Advisory Services
Texas
$11.7M -$1.48M -4,352 -11%
NAMP
859
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$11.7M -$34.1K -100 -0.3%
AP
860
Arlington Partners
Alabama
$11.6M +$494K +1,448 +4%
TCCM
861
Timber Creek Capital Management
Massachusetts
$11.5M -$2.73M -8,011 -19%
TSS
862
Two Sigma Securities
New York
$11.5M +$10.9M +31,970 +1,754%
KLI
863
Kelman-Lazarov Inc
Tennessee
$11.5M +$161K +471 +1%
TFA
864
Trinity Financial Advisors
Ohio
$11.5M +$890K +2,610 +8%
WCM
865
WealthBridge Capital Management
Ohio
$11.5M -$92.1K -270 -0.8%
BP
866
Ballentine Partners
Massachusetts
$11.4M +$422K +1,238 +4%
BFM
867
Boston Financial Management
Massachusetts
$11.4M +$63.8K +187 +0.6%
SIM
868
Sterling Investment Management
Arizona
$11.4M -$18.4K -54 -0.2%
CG
869
Caprock Group
Idaho
$11.4M +$254K +745 +2%
EML
870
Eos Management LP
New York
$11.3M
FAB
871
First American Bank
Illinois
$11.3M -$130K -381 -1%
Simplex Trading
872
Simplex Trading
Illinois
$11.3M +$11.3M +33,093 New
BHPW
873
Beverly Hills Private Wealth
California
$11.3M +$3.51M +10,035 +45%
EFS
874
Essex Financial Services
Connecticut
$11.2M -$135K -396 -1%
RMC
875
Regis Management Company
California
$11.2M