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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 %
PWG
1126
Private Wealth Group
Florida
$6.03M -$11.7K -38 -0.2%
JSC
1127
Jackson Square Capital
California
$6.03M -$182K -591 -3%
BTWM
1128
Baker Tilly Wealth Management
Wisconsin
$6.02M +$641K +2,077 +12%
MCM
1129
Mitchell Capital Management
Kansas
$6.01M +$100K +325 +2%
FFA
1130
Fairfield Financial Advisors
Massachusetts
$5.98M +$27.8K +91 +0.5%
CHA
1131
Carmichael Hill & Associates
Maryland
$5.97M -$7.41K -24 -0.1%
SHWM
1132
Smith & Howard Wealth Management
Georgia
$5.97M -$243K -788 -4%
EF
1133
Empowered Funds
Pennsylvania
$5.94M -$2.8M -9,060 -32%
DWM
1134
Drive Wealth Management
Utah
$5.94M +$561K +1,817 +10%
WB
1135
WesBanco Bank
West Virginia
$5.93M +$661K +2,142 +13%
CC
1136
Codex Capital
New York
$5.93M
EIP
1137
Ellis Investment Partners
Pennsylvania
$5.92M +$51.3K +166 +0.9%
CP
1138
Clayton Partners
California
$5.91M +$79K +256 +1%
ISB
1139
Iowa State Bank
Iowa
$5.91M -$154K -500 -3%
MFA
1140
Mayflower Financial Advisors
Massachusetts
$5.9M +$193K +624 +3%
BPC
1141
Banque Pictet & Cie
Switzerland
$5.86M -$256K -830 -4%
SRG
1142
SBB Research Group
Illinois
$5.86M -$988K -3,200 -14%
LA
1143
LVW Advisors
New York
$5.86M -$151K -488 -3%
KGC
1144
Kennon-Green & Company
Ohio
$5.85M -$335K -1,084 -5%
PP
1145
PDS Planning
Ohio
$5.84M +$488K +1,582 +9%
ACIM
1146
Azimuth Capital Investment Management
Michigan
$5.8M +$265K +858 +5%
WA
1147
WBH Advisory
Maryland
$5.8M +$5.8M +18,772 New
LWM
1148
Laidlaw Wealth Management
New York
$5.78M -$68.9K -223 -1%
HIMC
1149
Heritage Investors Management Corp
Maryland
$5.78M -$53.4K -173 -0.9%
AAMU
1150
AEGON Asset Management (UK)
United Kingdom
$5.77M