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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 %
PCM
1276
Prana Capital Management
Connecticut
$4.67M +$4.67M +15,122 New
CM
1277
Cornerstone Management
Georgia
$4.64M +$4.58M +14,828 +7,233%
ARC
1278
Advisor Resource Council
Texas
$4.63M +$1.33M +4,243 +40%
WP
1279
Westmount Partners
California
$4.63M +$61.8K +200 +1%
CWM
1280
Calamos Wealth Management
Illinois
$4.63M +$118K +383 +3%
KWA
1281
KCS Wealth Advisory
California
$4.63M -$68.2K -221 -1%
RSWM
1282
Robertson Stephens Wealth Management
California
$4.62M +$875K +2,834 +23%
NMC
1283
Nine Masts Capital
Hong Kong
$4.62M -$5.68M -18,407 -55%
4WM
1284
4J Wealth Management
Virginia
$4.61M -$18.2K -59 -0.4%
JFGIW
1285
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.61M +$837K +2,712 +22%
PAM
1286
Pegasus Asset Management
New York
$4.61M +$25.9K +84 +0.6%
MWM
1287
Moran Wealth Management
Florida
$4.6M -$237K -768 -5%
HCP
1288
Holt Capital Partners
Texas
$4.59M +$926 +3 +0%
SIA
1289
Soltis Investment Advisors
Utah
$4.58M +$1.06M +3,449 +30%
SWP
1290
Strategic Wealth Partners
Ohio
$4.58M +$99.1K +321 +2%
CI
1291
Conning Inc
Connecticut
$4.57M -$48.8K -158 -1%
MC
1292
Martin & Co
Tennessee
$4.57M -$100K -324 -2%
WA
1293
Waverly Advisors
Alabama
$4.57M +$66.1K +214 +1%
TSS
1294
Thomas Story & Son
Indiana
$4.56M -$7.72K -25 -0.2%
BFC
1295
Blue Fin Capital
Rhode Island
$4.54M -$38.1K -119 -0.8%
RAM
1296
RK Asset Management
Michigan
$4.53M -$126K -404 -3%
WT
1297
Washington Trust
Rhode Island
$4.53M -$72.3K -234 -2%
PIA
1298
Perennial Investment Advisors
California
$4.53M +$1.17M +3,798 +35%
TI
1299
Truepoint Inc
Ohio
$4.52M -$586K -922 -11%
SCM
1300
Stonebridge Capital Management
California
$4.52M -$232K -750 -5%