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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 %
GCM
1226
Glynn Capital Management
California
$5.76M
BIC
1227
Beach Investment Counsel
Pennsylvania
$5.75M
OFA
1228
Oak Family Advisors
Illinois
$5.74M -$190K -558 -3%
NB
1229
NBT Bank
New York
$5.74M -$116K -339 -2%
CWA
1230
CJM Wealth Advisers
Virginia
$5.74M
AF
1231
Arrow Financial
New York
$5.74M -$1.34M -3,921 -19%
HT
1232
Heritage Trust
Oklahoma
$5.73M +$237K +694 +4%
SIG
1233
Sargent Investment Group
Maryland
$5.7M +$262K +767 +5%
AFG
1234
Allegheny Financial Group
Pennsylvania
$5.68M -$93.4K -274 -2%
SCA
1235
Sander Capital Advisors
Washington
$5.67M
NW
1236
NewEdge Wealth
Pennsylvania
$5.64M -$80.1K -235 -1%
HTI
1237
Hikari Tsushin Inc
Japan
$5.64M
CFG
1238
Cooper Financial Group
California
$5.64M -$160K -470 -3%
FBCM
1239
Fort Baker Capital Management
California
$5.63M +$5.63M +16,500 New
AF
1240
Aldebaran Financial
$5.63M -$130K -380 -2%
SWA
1241
Stratos Wealth Advisors
Ohio
$5.6M +$111K +325 +2%
SQA
1242
Simon Quick Advisors
New Jersey
$5.6M +$209K +612 +4%
CC
1243
Codex Capital
New York
$5.59M -$955K -2,800 -15%
TA
1244
Tiedemann Advisors
New York
$5.58M +$1.01M +2,969 +22%
FGP
1245
Foyston, Gordon, & Payne
Ontario, Canada
$5.57M
BA
1246
Birinyi Associates
Connecticut
$5.56M -$85.2K -250 -2%
TPWA
1247
TRUE Private Wealth Advisors
Oregon
$5.54M -$341 -1 -0%
AWAG
1248
ARS Wealth Advisors Group
Florida
$5.53M +$5.53M +16,217 New
LSPW
1249
Lake Street Private Wealth
Illinois
$5.52M -$501K -1,468 -8%
TIM
1250
Tevis Investment Management
Texas
$5.51M -$79.8K -234 -1%