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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 %
HNW
1326
High Note Wealth
Minnesota
$4.89M -$423K -1,240 -8%
BP
1327
BBR Partners
New York
$4.88M -$38.2K -112 -0.8%
WP
1328
Westmount Partners
California
$4.87M -$237K -694 -5%
CAAS
1329
Capital Asset Advisory Services
Michigan
$4.87M +$157K +461 +3%
CF
1330
Centaurus Financial
California
$4.85M -$347K -1,019 -7%
MC
1331
Martin & Co
Tennessee
$4.84M -$213K -625 -4%
SA
1332
Strategic Advisors
New York
$4.84M -$153K -450 -3%
RFWA
1333
RPg Family Wealth Advisory
Massachusetts
$4.83M +$4.83M +14,158 New
HCA
1334
Horan Capital Advisors
Ohio
$4.83M +$26.3K +77 +0.5%
CCT
1335
Capital City Trust
Florida
$4.82M -$60K -176 -1%
LC
1336
Lindbrook Capital
California
$4.82M -$2.73K -8 -0.1%
MCA
1337
MSH Capital Advisors
Arizona
$4.81M -$49.4K -145 -1%
FCFS
1338
First Command Financial Services
Texas
$4.81M -$37.5K -110 -0.8%
FCB
1339
First Command Bank
Texas
$4.81M -$37.5K -110 -0.8%
RAM
1340
RK Asset Management
Michigan
$4.79M -$184K -540 -4%
DAM
1341
Delta Asset Management
Tennessee
$4.79M +$79.5K +233 +2%
GL
1342
Graypoint LLC
New York
$4.76M +$521K +1,528 +12%
WIM
1343
WealthPlan Investment Management
Nebraska
$4.76M -$7.85M -23,049 -62%
TI
1344
Truepoint Inc
Ohio
$4.75M +$457K +757 +11%
VCA
1345
Verdence Capital Advisors
Maryland
$4.74M +$87.3K +256 +2%
BWM
1346
BNC Wealth Management
Oregon
$4.74M +$3.99M +11,704 +532%
SC
1347
Stephens Consulting
Michigan
$4.74M -$150K -439 -3%
QCMNJ
1348
Quantum Capital Management (New Jersey)
New Jersey
$4.72M -$224K -657 -5%
PTC
1349
Private Trust Company
Ohio
$4.71M -$1.71K -5 -0%
CGA
1350
Crescent Grove Advisors
Illinois
$4.71M -$1.2M -3,516 -20%