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 %
TF
1026
Trek Financial
Arizona
$6.98M -$917K -2,971 -12%
BFEC
1027
Benjamin F. Edwards & Company
Missouri
$6.96M -$51.6K -167 -0.7%
SIM
1028
Seaview Investment Managers
Florida
$6.88M +$293K +950 +4%
FI
1029
Financial Insights
Washington
$6.87M -$271K -877 -4%
MBTD
1030
Mechanics Bank - Trust Department
California
$6.85M -$91.4K -296 -1%
RB
1031
Richmond Brothers
Michigan
$6.85M -$3.87M -12,532 -36%
BHPW
1032
Beverly Hills Private Wealth
California
$6.85M +$2.15M +6,971 +46%
CI
1033
CX Institutional
Indiana
$6.84M +$310K +1,000 +5%
CAC
1034
Certified Advisory Corp
Florida
$6.84M +$380K +1,232 +6%
CCT
1035
Chemung Canal Trust
New York
$6.81M -$29.3K -95 -0.4%
BS
1036
Banco Santander
Spain
$6.81M -$1.39M -4,509 -17%
LAM
1037
Lakewood Asset Management
Illinois
$6.81M +$127K +410 +2%
MIP
1038
Marietta Investment Partners
Wisconsin
$6.81M +$926 +3 +0%
FPAS
1039
Focus Partners Advisor Solutions
Missouri
$6.8M +$58.7K +190 +0.9%
TC
1040
TAGStone Capital
North Carolina
$6.8M -$11.1K -36 -0.2%
MAS
1041
Meeder Advisory Services
Ohio
$6.79M +$9.88K +32 +0.1%
MSE
1042
MUFG Securities EMEA
United Kingdom
$6.79M +$6.79M +22,000 New
CCM
1043
Canal Capital Management
Virginia
$6.76M +$1.93M +6,240 +40%
EM
1044
Excalibur Management
Massachusetts
$6.76M -$27.2K -88 -0.4%
RA
1045
Riverstone Advisors
Texas
$6.75M -$309 -1 -0%
FAIM
1046
Financial Advocates Investment Management
Washington
$6.75M -$1.14M -3,689 -14%
FMAEN1
1047
Fund Management at Engine No 1
California
$6.75M +$623K +2,018 +10%
IIC
1048
Ironwood Investment Counsel
Arizona
$6.74M +$376K +1,217 +6%
DWM
1049
Destination Wealth Management
California
$6.74M -$152K -491 -2%
BC
1050
Blackhill Capital
New Jersey
$6.72M