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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 %
SA
1301
Strategic Advisors
New York
$4.52M +$2.16K +7 +0%
WA
1302
Waddell & Associates
Tennessee
$4.5M -$351K -1,137 -7%
LIM
1303
Leavell Investment Management
Alabama
$4.49M -$9.88K -32 -0.2%
BDWCC
1304
B&D White Capital Company
Texas
$4.49M -$143K -462 -3%
CNFG
1305
Creegan & Nassoura Financial Group
New Hampshire
$4.49M +$25.9K +84 +0.6%
QCMNJ
1306
Quantum Capital Management (New Jersey)
New Jersey
$4.48M -$39.8K -129 -0.9%
XWM
1307
Xcel Wealth Management
Florida
$4.46M +$1.3M +4,221 +41%
CPA
1308
Cowen Prime Advisors
New York
$4.46M +$57.5K +175 +1%
PL
1309
Plancorp LLC
Missouri
$4.45M -$20.4K -66 -0.5%
BP
1310
BBR Partners
New York
$4.45M +$22.8K +74 +0.5%
PCP
1311
Proficio Capital Partners
Massachusetts
$4.45M +$34.6K +112 +0.8%
MECA
1312
Miller Equity Capital Advisors
Texas
$4.45M
SC
1313
Stephens Consulting
Michigan
$4.43M +$46.9K +152 +1%
CCT
1314
Capital City Trust
Florida
$4.42M -$34.9K -113 -0.8%
PMFA
1315
Plante Moran Financial Advisors
Michigan
$4.41M -$66.1K -214 -1%
LCS
1316
Levin Capital Strategies
New York
$4.41M +$286K +926 +7%
MCA
1317
MSH Capital Advisors
Arizona
$4.4M -$30.6K -99 -0.7%
FCFS
1318
First Command Financial Services
Texas
$4.39M +$82.8K +268 +2%
FCB
1319
First Command Bank
Texas
$4.39M +$82.8K +268 +2%
TL
1320
Tradewinds LLC
North Carolina
$4.38M +$4.38M +14,188 New
LC
1321
Lindbrook Capital
California
$4.37M -$343K -1,112 -7%
CWC
1322
Carolinas Wealth Consulting
North Carolina
$4.35M -$25.3K -82 -0.6%
EW
1323
Evoke Wealth
California
$4.35M +$53.4K +173 +1%
HCA
1324
Horan Capital Advisors
Ohio
$4.35M +$78.4K +254 +2%
CCMG
1325
Clark Capital Management Group
Pennsylvania
$4.33M -$20.7K -67 -0.5%