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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 %
PI
1276
PFG Investments
New York
$5.26M +$1.59M +4,668 +43%
PB
1277
Pinnacle Bancorp
Nebraska
$5.26M +$31K +91 +0.6%
VHAM
1278
Van Hulzen Asset Management
California
$5.26M -$5.24M -15,353 -50%
BFC
1279
Blue Fin Capital
Rhode Island
$5.25M +$413K +1,210 +9%
SF
1280
Summit Financial
New Jersey
$5.25M -$642K -1,882 -11%
FPB
1281
First PREMIER Bank
South Dakota
$5.24M -$227K -667 -4%
RWP
1282
RWA Wealth Partners
Massachusetts
$5.23M -$3.37M -9,872 -39%
AWA
1283
Arkadios Wealth Advisors
Georgia
$5.23M -$329K -964 -6%
III
1284
Independent Investors Inc
New York
$5.23M
CWM
1285
Calamos Wealth Management
Illinois
$5.23M +$115K +337 +2%
MHS
1286
M Holdings Securities
Oregon
$5.21M -$1.67M -4,893 -24%
GC
1287
Grimes & Company
Massachusetts
$5.2M -$49.8K -146 -0.9%
Balyasny Asset Management
1288
Balyasny Asset Management
Illinois
$5.18M -$12M -35,157 -70%
APP
1289
Avantax Planning Partners
Iowa
$5.18M -$85.3K -250 -2%
KWA
1290
KCS Wealth Advisory
California
$5.17M +$65.1K +191 +1%
SNBOSD
1291
Security National Bank of So Dak
Iowa
$5.17M +$5.17M +15,164 New
SIA
1292
Soltis Investment Advisors
Utah
$5.17M +$107K +314 +2%
GSEP
1293
Golden State Equity Partners
California
$5.17M +$652K +1,911 +14%
Jacobs Levy Equity Management
1294
Jacobs Levy Equity Management
New Jersey
$5.16M +$503K +1,476 +11%
CFGS
1295
Concourse Financial Group Securities
Alabama
$5.16M -$163K -478 -3%
LMKC
1296
L.M. Kohn & Company
Ohio
$5.16M +$385K +1,128 +8%
JFGIW
1297
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.14M +$44K +129 +0.9%
PIA
1298
Pinion Investment Advisors
Kansas
$5.13M +$497K +1,458 +11%
PAM
1299
Pegasus Asset Management
New York
$5.1M +$11.9K +35 +0.2%
PJSIMP
1300
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.1M -$172K -495 -3%