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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 %
JC
1401
Jacobs & Co
California
$4.45M -$32.4K -95 -0.7%
NFG
1402
Nadler Financial Group
Illinois
$4.44M +$2.05K +6 +0%
UWM
1403
Udine Wealth Management
Florida
$4.43M -$34.4K -101 -0.8%
SFI
1404
Siemens Fonds Invest
Germany
$4.43M +$679 +2 +0%
DI
1405
DAGCO Inc
Ohio
$4.43M -$26.1K -80 -0.6%
TFM
1406
TFC Financial Management
Massachusetts
$4.41M -$66.2K -194 -1%
RMCM
1407
Reynders McVeigh Capital Management
Massachusetts
$4.4M +$340K +996 +8%
BA
1408
Bellwether Advisors
Nebraska
$4.4M -$33.4K -98 -0.8%
HCA
1409
Hyperion Capital Advisors
New York
$4.4M
CPA
1410
Cardiff Park Advisors
California
$4.38M +$32.4K +95 +0.7%
Dodge & Cox
1411
Dodge & Cox
California
$4.37M
CPIA
1412
Cornell Pochily Investment Advisors
New York
$4.36M +$32.1K +94 +0.7%
OCAM
1413
Onex Canada Asset Management
Ontario, Canada
$4.34M -$1.74M -5,105 -29%
BFO
1414
Biltmore Family Office
North Carolina
$4.33M +$297K +870 +7%
SIM
1415
Sentry Investment Management
Wisconsin
$4.33M -$33.1K -97 -0.8%
CFO
1416
CVA Family Office
Colorado
$4.33M +$1.02K +3 +0%
DIA
1417
Dana Investment Advisors
Wisconsin
$4.32M -$231K -678 -5%
HIM
1418
Harbour Investment Management
Washington
$4.32M -$11.9K -35 -0.3%
GWSG
1419
GPS Wealth Strategies Group
Colorado
$4.32M +$221K +647 +5%
AIS
1420
American Investment Services
Massachusetts
$4.32M -$107K -315 -2%
KF
1421
Krilogy Financial
Missouri
$4.3M -$148K -433 -3%
AA
1422
Aire Advisors
California
$4.29M +$363K +1,065 +9%
AC
1423
Avestar Capital
New York
$4.29M +$4.09K +12 +0.1%
CAM
1424
Costello Asset Management
Pennsylvania
$4.29M +$98.5K +289 +2%
HW
1425
Hancock Whitney
Mississippi
$4.28M -$154K -453 -3%