BRK.B icon

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 %
ACS
1376
Archford Capital Strategies
Illinois
$4.6M +$205K +587 +5%
SWP
1377
Strategic Wealth Partners
Ohio
$4.59M -$469K -1,375 -9%
MA
1378
MONECO Advisors
Connecticut
$4.58M +$681K +1,998 +17%
SC
1379
Slow Capital
California
$4.58M -$125K -366 -3%
FHA
1380
Flagship Harbor Advisors
Massachusetts
$4.58M +$90.4K +265 +2%
NF
1381
Nvest Financial
New Hampshire
$4.57M +$206K +603 +5%
FIA
1382
Foundations Investment Advisors
Arizona
$4.57M -$1.11M -3,247 -20%
RIA
1383
Regal Investment Advisors
Michigan
$4.56M -$68.2K -200 -1%
IWP
1384
Icon Wealth Partners
Texas
$4.55M +$57.6K +169 +1%
BWA
1385
BDO Wealth Advisors
Florida
$4.55M +$1.35M +3,953 +42%
CA
1386
Carson Advisory
Georgia
$4.54M +$64.8K +190 +1%
GIP
1387
Granite Investment Partners
California
$4.54M -$8.53K -25 -0.2%
JIP
1388
Jaffetilchin Investment Partners
Florida
$4.53M +$80.1K +235 +2%
AAM
1389
Advisors Asset Management
Colorado
$4.53M +$74K +217 +2%
TI
1390
Trexquant Investment
Connecticut
$4.51M +$4.51M +13,230 New
QI
1391
Qtron Investments
Massachusetts
$4.5M +$354K +1,037 +9%
HWA
1392
Hillcrest Wealth Advisors
New Jersey
$4.49M -$136K -400 -3%
AF
1393
Advisornet Financial
Minnesota
$4.49M -$96.8K -284 -2%
CPA
1394
Cowen Prime Advisors
New York
$4.49M -$136K -400 -3%
CHC
1395
City Holding Co
West Virginia
$4.49M +$188K +551 +4%
CQS
1396
Credential Qtrade Securities
$4.48M +$102K +298 +2%
CI
1397
Conning Inc
Connecticut
$4.48M -$575K -1,685 -11%
FBA
1398
Front Barnett Associates
Illinois
$4.48M
TCM
1399
Traynor Capital Management
Pennsylvania
$4.47M -$83.2K -244 -2%
LC
1400
Legacy CG
Texas
$4.46M +$106K +312 +2%