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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 %
LSAG
976
Lake Street Advisors Group
New Hampshire
$7.69M +$452K +1,464 +6%
CT
977
Cambridge Trust
Massachusetts
$7.68M -$102K -330 -1%
VAG
978
VisionPoint Advisory Group
Texas
$7.68M +$1.19M +3,708 +18%
ZF
979
Zhang Financial
Michigan
$7.67M +$80.9K +262 +1%
DEA
980
DoubleLine ETF Adviser
Florida
$7.67M -$195K -630 -2%
GIM
981
Goelzer Investment Management
Indiana
$7.63M -$1.54M -4,998 -17%
AAIM
982
Asset Advisors Investment Management
Georgia
$7.63M
FMC
983
First Merchants Corp
Indiana
$7.63M +$1.02M +3,291 +15%
GWM
984
Graybill Wealth Management
Illinois
$7.61M +$71.9K +233 +1%
HSA
985
HBK Sorce Advisory
Pennsylvania
$7.58M -$8.28M -26,827 -52%
MWM
986
Marietta Wealth Management
Georgia
$7.56M -$56K -148 -0.7%
P3I
987
Progeny 3 Inc
Washington
$7.55M +$7.55M +24,439 New
GEM
988
Global Endowment Management
North Carolina
$7.53M +$1.66M +5,381 +28%
SRC
989
Stone Run Capital
New York
$7.52M -$253K -820 -3%
STA
990
Summit Trail Advisors
New York
$7.49M +$1.21M +3,926 +19%
TMAM
991
Tokio Marine Asset Management
Japan
$7.44M +$935K +3,027 +14%
CGL
992
Clarius Group LLC
Washington
$7.44M -$105K -339 -1%
DIM
993
Delta Investment Management
California
$7.44M -$314K -1,016 -4%
TFS
994
Thoroughbred Financial Services
Tennessee
$7.42M +$139K +451 +2%
HBWM
995
Hollow Brook Wealth Management
New York
$7.39M +$133K +431 +2%
LSWM
996
Lorne Steinberg Wealth Management
Canada
$7.38M -$1.85K -6 -0%
P
997
Pitcairn
Pennsylvania
$7.32M +$589K +1,906 +9%
SC
998
Sepio Capital
Utah
$7.31M -$590K -1,910 -7%
FM
999
Family Management
New York
$7.3M -$189K -612 -3%
OFG
1000
Oxford Financial Group
Indiana
$7.27M -$6.18K -20 -0.1%