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 %
NCM
926
Northside Capital Management
Oregon
$8.59M -$154K -500 -2%
RIA
927
Realta Investment Advisors
Delaware
$8.56M +$2.76M +8,934 +48%
ONSWM
928
Old North State Wealth Management
North Carolina
$8.47M +$506K +1,640 +6%
DFG
929
Delta Financial Group
New Jersey
$8.47M -$47.2K -153 -0.6%
KS
930
Karpas Strategies
Connecticut
$8.46M -$188K -609 -2%
WKWM
931
Walter & Keenan Wealth Management
Indiana
$8.43M -$332K -1,075 -4%
TCM
932
Telos Capital Management
California
$8.42M -$275K -892 -3%
MSAM
933
Moloney Securities Asset Management
Missouri
$8.42M +$322K +1,043 +4%
KTM
934
Keeler Thomas Management
Utah
$8.42M -$2.97M -9,603 -26%
CGA
935
Compound Global Advisors
Washington
$8.39M +$476K +1,540 +6%
MPAM
936
Murphy Pohlad Asset Management
Minnesota
$8.34M -$220K -714 -3%
MC
937
Middleton & Co
Massachusetts
$8.33M +$61.8K +200 +0.7%
FFA
938
Farther Finance Advisors
California
$8.31M +$849K +2,748 +11%
GWM
939
Geneos Wealth Management
Colorado
$8.31M +$1.01M +3,261 +14%
RCAG
940
Rehmann Capital Advisory Group
Michigan
$8.31M +$22.5K +73 +0.3%
CIM
941
Courant Investment Management
Tennessee
$8.3M
HI
942
Horizon Investments
North Carolina
$8.29M -$4.18M -13,523 -33%
BJL
943
Brighton Jones LLC
Washington
$8.28M -$21.6K -70 -0.3%
CW
944
CreativeOne Wealth
Kansas
$8.28M +$602K +1,949 +8%
AC
945
Annandale Capital
Texas
$8.24M -$35.5K -115 -0.4%
SIM
946
Stratos Investment Management
Ohio
$8.2M -$204K -661 -2%
GFA
947
Gifford Fong Associates
California
$8.18M
B
948
Bailard
California
$8.12M -$80.9K -262 -1%
SB
949
Simmons Bank
Arkansas
$8.12M -$1.24M -4,003 -13%
MOS
950
MGO One Seven
Ohio
$8.09M +$255K +827 +3%