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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 %
CWA
1201
Clarity Wealth Advisors
California
$5.28M +$85.2K +276 +2%
VAS
1202
Vestmark Advisory Solutions
Massachusetts
$5.28M +$17.9K +58 +0.3%
LWANC
1203
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.26M +$87.4K +283 +2%
GEA
1204
Glen Eagle Advisors
New Jersey
$5.26M +$581K +1,883 +12%
MMPW
1205
Mitchell McLeod Pugh & Williams
Alabama
$5.26M -$309 -1 -0%
WG
1206
Watchman Group
Texas
$5.25M -$20.4K -66 -0.4%
CFG
1207
Cooper Financial Group
California
$5.25M +$95.4K +309 +2%
KA
1208
Kovack Advisors
Florida
$5.24M +$5.24M +16,985 New
AFG
1209
Allegheny Financial Group
Pennsylvania
$5.22M +$1.07M +3,476 +26%
FLPIM
1210
F.L. Putnam Investment Management
Massachusetts
$5.22M +$936K +3,031 +22%
GCM
1211
Glynn Capital Management
California
$5.22M
TLP
1212
Trinity Legacy Partners
Texas
$5.21M +$193K +624 +4%
AF
1213
Aldebaran Financial
$5.21M -$325K -1,054 -6%
LIA
1214
LS Investment Advisors
Michigan
$5.21M +$4.5M +14,573 +633%
BIC
1215
Beach Investment Counsel
Pennsylvania
$5.2M -$1.68M -5,432 -24%
LS
1216
Leelyn Smith
Illinois
$5.2M +$153K +494 +3%
CWA
1217
CJM Wealth Advisers
Virginia
$5.2M
NW
1218
NewEdge Wealth
Pennsylvania
$5.18M +$187K +606 +4%
APC
1219
Asset Planning Corporation
Tennessee
$5.17M +$3.61M +11,707 +232%
FIA
1220
Foundations Investment Advisors
Arizona
$5.14M +$34K +110 +0.7%
SCA
1221
Sander Capital Advisors
Washington
$5.13M +$1.3M +4,210 +34%
3IP
1222
3Chopt Investment Partners
Virginia
$5.12M -$108K -350 -2%
GC
1223
GFG Capital
Florida
$5.12M +$695K +1,313 +16%
ATPW
1224
Ashton Thomas Private Wealth
Arizona
$5.11M +$225K +730 +5%
BA
1225
Birinyi Associates
Connecticut
$5.11M +$147K +475 +3%