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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 %
HWA
1476
HCR Wealth Advisors
California
$4.01M -$175K -514 -4%
GWCM
1477
Godshalk Welsh Capital Management
Pennsylvania
$3.99M -$25.6K -75 -0.6%
Fiera Capital (Canada)
1478
Fiera Capital (Canada)
Quebec, Canada
$3.99M -$503K -1,476 -11%
BOSSRA
1479
B.O.S.S. Retirement Advisors
Utah
$3.98M -$99.2K -291 -2%
CSC
1480
Cove Street Capital
California
$3.97M
EP
1481
EPIQ Partners
Minnesota
$3.97M +$15.3K +45 +0.4%
CT
1482
Colonial Trust
South Carolina
$3.97M +$280K +820 +8%
MFG
1483
Magnus Financial Group
New York
$3.97M +$34.8K +102 +0.9%
AC
1484
Apella Capital
Connecticut
$3.96M +$3.96M +11,622 New
NHT
1485
New Hampshire Trust
New Hampshire
$3.96M -$21.1K -62 -0.5%
DI
1486
Diligent Investors
California
$3.96M
SWS
1487
SYSTM Wealth Solutions
Illinois
$3.96M +$461K +1,351 +13%
RWS
1488
Resolute Wealth Strategies
Mississippi
$3.95M -$97.9K -287 -2%
AIA
1489
AIMZ Investment Advisors
California
$3.95M -$25.6K -75 -0.6%
OAM
1490
Ostrum Asset Management
France
$3.95M -$76.4K -224 -2%
PCM
1491
Penserra Capital Management
California
$3.95M +$3.9M +11,452 +9,705%
STAS
1492
Strong Tower Advisory Services
Minnesota
$3.93M -$2.39K -7 -0.1%
EA
1493
Ellsworth Advisors
Ohio
$3.93M -$223K -655 -5%
RSWM
1494
Robertson Stephens Wealth Management
California
$3.9M -$1.2M -3,527 -24%
EWM
1495
Evergreen Wealth Management
Michigan
$3.9M +$339K +993 +10%
PSF
1496
Pacific Sun Financial
California
$3.89M +$3.89M +12,601 New
IMA
1497
Investment Management Associates
Colorado
$3.89M -$64.5K -189 -2%
ARC
1498
Advisor Resource Council
Texas
$3.88M -$1.15M -3,370 -23%
EWM
1499
Endurance Wealth Management
Rhode Island
$3.88M -$41.3K -121 -1%
QI
1500
QV Investors
Alberta, Canada
$3.88M -$191K -560 -5%