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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 %
HCP
1301
Holt Capital Partners
Texas
$5.07M -$7.16K -21 -0.1%
FPAS
1302
Focus Partners Advisor Solutions
Missouri
$5.06M -$2.45M -7,178 -33%
4WM
1303
4J Wealth Management
Virginia
$5.05M -$48.8K -143 -1%
KC
1304
Knuff & Co
California
$5.04M -$196K -575 -4%
BDWCC
1305
B&D White Capital Company
Texas
$5.04M +$80.1K +235 +2%
TSS
1306
Thomas Story & Son
Indiana
$5.03M -$5.12K -15 -0.1%
SLI
1307
Sumitomo Life Insurance
Japan
$5.03M -$487K -1,427 -9%
AA
1308
Apriem Advisors
California
$5.03M +$266K +779 +6%
PCP
1309
Proficio Capital Partners
Massachusetts
$5.03M +$112K +329 +2%
EW
1310
Evoke Wealth
California
$5.02M +$213K +626 +4%
CAC
1311
Core Alternative Capital
Georgia
$5.01M +$570K +1,673 +13%
AUB
1312
Atlantic Union Bankshares
Virginia
$5M -$1.16M -3,396 -19%
NP
1313
Nilsine Partners
Colorado
$4.98M +$333K +978 +7%
WT
1314
Washington Trust
Rhode Island
$4.98M -$28K -82 -0.6%
XWM
1315
Xcel Wealth Management
Florida
$4.97M +$35.8K +105 +0.7%
GCA
1316
Genesee Capital Advisors
New York
$4.96M +$4.96M +14,554 New
ACM
1317
Alpha Capital Management
Texas
$4.95M
WA
1318
Waddell & Associates
Tennessee
$4.95M -$19.8K -58 -0.4%
MIH
1319
Meitav Investment House
Israel
$4.95M -$168K -499 -3%
TL
1320
Tradewinds LLC
North Carolina
$4.94M +$102K +298 +2%
PL
1321
Plancorp LLC
Missouri
$4.94M +$21.1K +62 +0.4%
SCM
1322
Stonebridge Capital Management
California
$4.93M -$66.2K -194 -1%
MECA
1323
Miller Equity Capital Advisors
Texas
$4.91M
AWE
1324
Avidian Wealth Enterprises
Texas
$4.9M -$1.86M -5,448 -27%
IAIM
1325
International Assets Investment Management
Florida
$4.9M +$172K +505 +4%