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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 %
FMWA
901
Forvis Mazars Wealth Advisors
Missouri
$10.4M +$110K +322 +1%
GWM
902
Geneos Wealth Management
Colorado
$10.4M +$1.23M +3,609 +13%
STA
903
Summit Trail Advisors
New York
$10.4M +$2.1M +6,169 +25%
VI
904
Vestcor Inc
New Brunswick, Canada
$10.3M -$3.18M -9,335 -24%
SI
905
Sprott Inc
Ontario, Canada
$10.3M
MC
906
Moors & Cabot
Massachusetts
$10.3M -$12.3K -36 -0.1%
STB
907
S&T Bank
Pennsylvania
$10.2M -$481K -1,410 -4%
AIM
908
Anchor Investment Management
South Carolina
$10.2M +$98.2K +288 +1%
CCG
909
Cypress Capital Group
Florida
$10.2M +$585K +1,715 +6%
B
910
Bailard
California
$10.1M +$1.15M +3,366 +13%
BJL
911
Brighton Jones LLC
Washington
$10.1M +$924K +2,711 +10%
MG
912
Mather Group
Illinois
$10M +$212K +621 +2%
FAM
913
Fenimore Asset Management
New York
$10M -$609K -1,786 -6%
CMP
914
Coston McIsaac & Partners
Maine
$10M +$189K +555 +2%
AWA
915
Aaron Wealth Advisors
Illinois
$10M +$105K +308 +1%
HAC
916
Harbor Advisory Corp
New Hampshire
$9.99M -$116K -340 -1%
AG
917
Ascent Group
Virginia
$9.98M +$2.64M +7,266 +36%
PAM
918
Private Asset Management
California
$9.98M -$2.78M -8,152 -22%
Wealth Enhancement Advisory Services
919
Wealth Enhancement Advisory Services
Minnesota
$9.95M +$3.23M +9,464 +48%
SAM
920
Synergy Asset Management
Washington
$9.95M -$1.51M -4,421 -13%
JCM
921
Janney Capital Management
Pennsylvania
$9.94M +$9.94M +29,153 New
DWP
922
Daymark Wealth Partners
Ohio
$9.94M +$7.13M +20,896 +254%
SFO
923
Stokes Family Office
Louisiana
$9.91M +$262K +768 +3%
PAS
924
Park Avenue Securities
New York
$9.88M +$73K +214 +0.7%
VWA
925
V Wealth Advisors
Kansas
$9.79M +$887K +2,600 +10%