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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 %
AGP
1426
Autumn Glory Partners
Texas
$4.28M +$692K +2,028 +19%
B
1427
Bellecapital
Switzerland
$4.27M
GAM
1428
Griffin Asset Management
New York
$4.26M -$14.3K -42 -0.3%
AFIA
1429
America First Investment Advisors
Nebraska
$4.26M +$34.1K +100 +0.8%
CPA
1430
Capital Performance Advisors
California
$4.25M +$111K +325 +3%
BW
1431
Bison Wealth
Georgia
$4.24M +$906K +2,657 +27%
WP
1432
WealthSpring Partners
California
$4.24M -$58K -170 -1%
EWA
1433
EverSource Wealth Advisors
Alabama
$4.23M +$3.11M +9,106 +276%
PG
1434
Patten Group
Tennessee
$4.22M +$14.7K +43 +0.3%
SIAG
1435
Signet Investment Advisory Group
Rhode Island
$4.21M -$83.2K -244 -2%
CW
1436
CIC Wealth
Maryland
$4.21M +$337K +989 +9%
WEG
1437
World Equity Group
Illinois
$4.21M -$50.4M -147,793 -92%
CAG
1438
Csenge Advisory Group
Florida
$4.21M +$161K +471 +4%
WAM
1439
WNY Asset Management
New York
$4.21M -$29.3K -86 -0.7%
XI
1440
XXEC Inc
Oklahoma
$4.2M -$23.9K -70 -0.6%
CWM
1441
Congress Wealth Management
Massachusetts
$4.19M +$55.2K +162 +1%
LA
1442
Lynch & Associates
Indiana
$4.19M +$14.3K +42 +0.3%
MCM
1443
Marathon Capital Management
Maryland
$4.18M -$1.71K -5 -0%
WGCA
1444
Wolf Group Capital Advisors
Virginia
$4.18M -$134K -416 -3%
MFG
1445
MidWestOne Financial Group
Iowa
$4.18M -$38.2K -112 -0.9%
YIH
1446
Y-Intercept (HK)
Hong Kong
$4.17M +$4.17M +12,236 New
JMFC
1447
J.M. Forbes & Co
Massachusetts
$4.17M +$3M +8,792 +256%
VIA
1448
Vickerman Investment Advisors
Washington
$4.14M +$666K +1,952 +19%
MWM
1449
Moran Wealth Management
Florida
$4.14M -$940K -2,757 -19%
BCM
1450
Blume Capital Management
California
$4.13M