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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 %
SFS
976
Searcy Financial Services
Kansas
$8.69M -$169K -496 -2%
MA
977
Montag & Associates
Georgia
$8.67M -$10.6K -31 -0.1%
TFS
978
Thoroughbred Financial Services
Tennessee
$8.67M +$479K +1,405 +6%
AAM
979
Auxier Asset Management
Oregon
$8.66M
HWM
980
HFR Wealth Management
New York
$8.63M +$22.5K +66 +0.3%
TFA
981
Teamwork Financial Advisors
Texas
$8.58M +$29K +85 +0.3%
HSA
982
HBK Sorce Advisory
Pennsylvania
$8.57M +$193K +566 +2%
HCM
983
Highlander Capital Management
New Jersey
$8.57M +$59.7K +175 +0.7%
JRP
984
Jasper Ridge Partners
California
$8.53M
TMAM
985
Tokio Marine Asset Management
Japan
$8.52M +$304K +891 +4%
FMC
986
First Merchants Corp
Indiana
$8.44M +$11.3K +33 +0.1%
ZF
987
Zhang Financial
Michigan
$8.43M -$53.9K -158 -0.6%
ECG
988
Edge Capital Group
Georgia
$8.42M +$1.27M +3,729 +18%
P
989
Pitcairn
Pennsylvania
$8.4M +$323K +948 +4%
CAM
990
Clio Asset Management
Virginia
$8.39M +$8.39M +24,602 New
HBWM
991
Hollow Brook Wealth Management
New York
$8.38M +$227K +666 +3%
CT
992
Cambridge Trust
Massachusetts
$8.36M -$122K -359 -1%
GWM
993
Graybill Wealth Management
Illinois
$8.34M -$69.2K -203 -0.8%
P3I
994
Progeny 3 Inc
Washington
$8.33M
CGL
995
Clarius Group LLC
Washington
$8.33M +$110K +324 +1%
TWM
996
Tradition Wealth Management
Minnesota
$8.31M +$546K +1,602 +7%
AAIM
997
Asset Advisors Investment Management
Georgia
$8.31M -$119K -350 -1%
SRC
998
Stone Run Capital
New York
$8.3M
HI
999
Horizon Investments
North Carolina
$8.24M -$919K -2,695 -10%
GIM
1000
Goelzer Investment Management
Indiana
$8.19M -$238K -698 -3%