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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 %
LMKC
1326
L.M. Kohn & Company
Ohio
$4.32M +$35.5K +115 +0.8%
AA
1327
Apriem Advisors
California
$4.31M +$86.8K +281 +2%
FSA
1328
Fort Sheridan Advisors
Illinois
$4.3M +$792K +2,565 +23%
BIP
1329
Blueprint Investment Partners
North Carolina
$4.29M -$1.57M -5,086 -27%
SFS
1330
Stiles Financial Services
Minnesota
$4.29M -$76.6K -248 -2%
IAIM
1331
International Assets Investment Management
Florida
$4.28M -$10.6M -34,381 -71%
PTC
1332
Private Trust Company
Ohio
$4.27M -$454K -1,469 -10%
CAAS
1333
Capital Asset Advisory Services
Michigan
$4.26M +$325K +1,051 +8%
SC
1334
Slow Capital
California
$4.26M +$1.03M +3,331 +32%
BFW
1335
Brady Family Wealth
Missouri
$4.26M -$50.6K -164 -1%
DAM
1336
Delta Asset Management
Tennessee
$4.26M -$46.3K -150 -1%
SIG
1337
Sky Investment Group
Connecticut
$4.26M +$56.8K +184 +1%
CFM
1338
Capricorn Fund Managers
United Kingdom
$4.25M +$432K +1,400 +11%
SVCP
1339
Silicon Valley Capital Partners
California
$4.25M +$360K +1,167 +9%
CFFP
1340
Center for Financial Planning
Michigan
$4.24M -$10.8K -35 -0.3%
Jacobs Levy Equity Management
1341
Jacobs Levy Equity Management
New Jersey
$4.22M -$127K -410 -3%
OFS
1342
Oldfather Financial Services
Nebraska
$4.22M +$61.8K +200 +1%
VCA
1343
Verdence Capital Advisors
Maryland
$4.22M +$60.5K +196 +1%
IAM
1344
Innovis Asset Management
Illinois
$4.21M -$162K -525 -4%
NP
1345
Nilsine Partners
Colorado
$4.21M +$4.21M +13,634 New
NSIM
1346
North Star Investment Management
Illinois
$4.2M -$35.2K -114 -0.8%
ACA
1347
Atlas Capital Advisors
Wyoming
$4.2M +$4.2M +13,588 New
WDA
1348
Wendell David Associates
New Hampshire
$4.19M -$164K -530 -4%
CAM
1349
Cozad Asset Management
Illinois
$4.19M
HWA
1350
Hillcrest Wealth Advisors
New Jersey
$4.19M