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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 %
CBTWT
1201
Community Bank & Trust (Waco, Texas)
Texas
$5.97M +$31.4K +92 +0.5%
GEA
1202
Glen Eagle Advisors
New Jersey
$5.96M +$157K +459 +3%
GWS
1203
Glassman Wealth Services
Virginia
$5.94M -$82.5K -242 -1%
LAM
1204
L2 Asset Management
Massachusetts
$5.92M +$10.2K +31 +0.2%
TNBTD
1205
Trustmark National Bank Trust Department
Mississippi
$5.9M +$2.83M +8,297 +92%
PA
1206
Procyon Advisors
Connecticut
$5.89M +$289K +847 +5%
CWA
1207
Clarity Wealth Advisors
California
$5.88M +$48.4K +142 +0.8%
DCM
1208
Donaldson Capital Management
Indiana
$5.88M -$153K -448 -3%
BCM
1209
Beddow Capital Management
Wyoming
$5.86M -$22.2K -65 -0.4%
LS
1210
Leelyn Smith
Illinois
$5.84M +$99.2K +291 +2%
VAS
1211
Vestmark Advisory Solutions
Massachusetts
$5.84M +$7.5K +22 +0.1%
MMPW
1212
Mitchell McLeod Pugh & Williams
Alabama
$5.84M +$36.1K +106 +0.6%
ACM
1213
AKRE Capital Management
Virginia
$5.84M
LA
1214
LVW Advisors
New York
$5.83M -$638K -1,871 -10%
DWT
1215
Dorsey & Whitney Trust
South Dakota
$5.83M +$343K +1,006 +6%
WG
1216
Watchman Group
Texas
$5.83M +$30.7K +90 +0.5%
TCA
1217
Taconic Capital Advisors
New York
$5.8M +$341K +1,000 +6%
BWP
1218
Baldwin Wealth Partners
Massachusetts
$5.8M -$210K -615 -3%
LJCM
1219
Lee Johnson Capital Management
Texas
$5.79M +$521K +1,529 +10%
VLC
1220
Van Leeuwen & Company
New Jersey
$5.79M -$237K -694 -4%
WAP
1221
Wealthcare Advisory Partners
Pennsylvania
$5.79M -$1.03M -3,035 -15%
LWANC
1222
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.79M -$22.5K -66 -0.4%
TLP
1223
Trinity Legacy Partners
Texas
$5.78M +$23.5K +69 +0.4%
HDIM
1224
Hanson & Doremus Investment Management
Vermont
$5.78M +$357K +1,047 +7%
AAMU
1225
AEGON Asset Management (UK)
United Kingdom
$5.77M -$605K -1,775 -9%