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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 %
MCM
1251
McDonough Capital Management
Florida
$5.5M -$8.52K -25 -0.2%
3IP
1252
3Chopt Investment Partners
Virginia
$5.5M -$164K -480 -3%
ACP
1253
Aviance Capital Partners
Florida
$5.45M
CWM
1254
Circle Wealth Management
New Jersey
$5.45M +$3.41K +10 +0.1%
SHWM
1255
Smith & Howard Wealth Management
Georgia
$5.44M -$1.15M -3,375 -17%
FSA
1256
Franklin Street Advisors
North Carolina
$5.44M -$412K -1,209 -7%
AFA
1257
AllGen Financial Advisors
Florida
$5.43M -$76.4K -224 -1%
PCM
1258
Pointe Capital Management
Michigan
$5.42M +$22.2K +65 +0.4%
PWS
1259
Peterson Wealth Services
Utah
$5.41M +$167K +491 +3%
CSI
1260
Cross Staff Investments
New York
$5.4M -$49.4K -145 -0.9%
SNBOSCI
1261
Security National Bank of Sioux City Iowa
Iowa
$5.4M +$5.4M +15,825 New
EWA
1262
Evolution Wealth Advisors
Florida
$5.38M -$128K -376 -2%
NP
1263
NorthRock Partners
Minnesota
$5.36M -$555K -1,629 -9%
CNFG
1264
Creegan & Nassoura Financial Group
New Hampshire
$5.36M +$407K +1,195 +8%
BFA
1265
Benedict Financial Advisors
Georgia
$5.35M -$114K -334 -2%
TBA
1266
Tower Bridge Advisors
Pennsylvania
$5.35M -$3.16M -9,256 -37%
TPA
1267
Trivium Point Advisory
Connecticut
$5.34M -$74.7K -219 -1%
FNC
1268
First National Corp
Massachusetts
$5.32M -$18.1K -53 -0.3%
TCM
1269
Teza Capital Management
Illinois
$5.32M +$4.56M +13,369 +602%
CA
1270
Continuum Advisory
Idaho
$5.3M +$62.1K +182 +1%
BFA
1271
Bragg Financial Advisors
North Carolina
$5.29M -$112K -329 -2%
LC
1272
Lavaca Capital
Texas
$5.29M -$18.1K -53 -0.3%
BOH
1273
Bank of Hawaii
Hawaii
$5.29M -$79.5K -233 -1%
SVCP
1274
Silicon Valley Capital Partners
California
$5.29M +$591K +1,733 +13%
PVI
1275
Pine Valley Investments
New Jersey
$5.27M +$3.21M +9,422 +156%