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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 %
JIC
1001
Joel Isaacson & Co
New York
$8.19M +$1.19M +3,504 +17%
VIM
1002
VELA Investment Management
Ohio
$8.17M -$1.59M -4,658 -16%
CT
1003
Coastline Trust
Rhode Island
$8.15M +$1.1M +3,224 +16%
LSWM
1004
Lorne Steinberg Wealth Management
Canada
$8.09M -$62.4K -183 -0.8%
MIC
1005
Means Investment Company
Maine
$8.08M +$169K +497 +2%
SFFS
1006
Stonehage Fleming Financial Services
Jersey
$8.07M +$8.07M +24,371 New
TF
1007
Trek Financial
Arizona
$8.05M +$343K +1,005 +4%
AFA
1008
Arlington Financial Advisors
California
$8.03M +$19.8K +58 +0.2%
SB
1009
Strategic Blueprint
Georgia
$8.02M +$4.09M +11,981 +104%
FFA
1010
Farther Finance Advisors
California
$8M -$1.18M -3,463 -13%
GAMC
1011
Garner Asset Management Corp
Texas
$7.98M -$3.44M -10,102 -30%
BCPWM
1012
Bradley & Co Private Wealth Management
Florida
$7.97M +$59.3K +174 +0.8%
LA
1013
LexAurum Advisors
Kansas
$7.95M +$63.1K +185 +0.8%
OFG
1014
Oxford Financial Group
Indiana
$7.95M -$84.6K -248 -1%
DA
1015
DCM Advisors
New York
$7.94M +$652K +1,912 +9%
BIA
1016
Beacon Investment Advisors
Maryland
$7.93M +$87.3K +256 +1%
SIA
1017
Schechter Investment Advisors
Michigan
$7.92M +$121K +354 +2%
WHRC
1018
W.H. Reaves & Co
New Jersey
$7.92M -$80.8K -237 -1%
FMAEN1
1019
Fund Management at Engine No 1
California
$7.92M +$465K +1,364 +6%
CIA
1020
CCM Investment Advisers
South Carolina
$7.91M +$583K +1,710 +8%
FM
1021
Family Management
New York
$7.89M -$171K -500 -2%
AAS
1022
Ameritas Advisory Services
Nebraska
$7.89M -$6.99M -20,516 -47%
CWM
1023
Chronos Wealth Management
Florida
$7.88M -$72.3K -212 -0.9%
HI
1024
Hudock Inc
Pennsylvania
$7.86M +$47.1K +138 +0.6%
IB
1025
Intrust Bank
Kansas
$7.84M -$24.6K -72 -0.3%