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Berkshire Hathaway Class B

3,532 hedge funds and large institutions have $256B invested in Berkshire Hathaway Class B in 2023 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,365 increasing their positions, 1,394 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,532
Holders Change
-18
Holders Change %
-0.51%
% of All Funds
56.53%
Holding in Top 10
627
Holding in Top 10 Change
-64
Holding in Top 10 Change %
-9.26%
% of All Funds
10.04%
New
157
Increased
1,365
Reduced
1,394
Closed
96
Calls
$5.39B
Puts
$3.71B
Net Calls
+$1.69B
Net Calls Change
-$52.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
1526
Canvas Wealth Advisors
Kansas
$3.22M -$374K -1,146 -10%
IPAM
1527
ICICI Prudential Asset Management
India
$3.22M +$281K +910 +10%
AMM
1528
American Money Management
California
$3.21M -$133K -430 -4%
Capstone Investment Advisors
1529
Capstone Investment Advisors
New York
$3.21M -$1.66M -5,385 -34%
GCM
1530
Gladius Capital Management
Illinois
$3.21M +$2.22M +7,181 +223%
KTC
1531
Kistler-Tiffany Companies
Pennsylvania
$3.21M +$117K +379 +4%
VWM
1532
Venturi Wealth Management
Texas
$3.21M +$61.8K +200 +2%
BFPW
1533
BOK Financial Private Wealth
Colorado
$3.2M +$190K +615 +6%
PRS
1534
Pinkerton Retirement Specialists
Idaho
$3.19M +$3.19M +10,337 New
MCM
1535
Mengis Capital Management
Oregon
$3.19M -$813K -2,633 -20%
LFS
1536
Legacy Financial Strategies
Kansas
$3.19M -$78.1K -253 -2%
VNA
1537
Valley National Advisers
Pennsylvania
$3.18M +$20.2K +62 +0.6%
MW
1538
MBL Wealth
North Carolina
$3.18M -$27.2K -88 -0.8%
HA
1539
Harfst & Associates
Wyoming
$3.17M +$4.94K +16 +0.2%
WTB
1540
Washington Trust Bank
Washington
$3.17M +$19.5K +63 +0.6%
SWS
1541
SYSTM Wealth Solutions
Illinois
$3.17M -$2.99M -9,699 -49%
GWA
1542
GGM Wealth Advisors
Maryland
$3.17M +$61.8K +200 +2%
Financial Engines Advisors
1543
Financial Engines Advisors
California
$3.16M +$312K +1,009 +11%
BA
1544
Bridgewater Advisors
New York
$3.16M +$2.47K +8 +0.1%
RPC
1545
Rossmore Private Capital
Connecticut
$3.16M +$77.2K +250 +3%
BW
1546
Bison Wealth
Georgia
$3.15M +$4.52K +14 +0.1%
LWA
1547
Lineweaver Wealth Advisors
Ohio
$3.15M +$48.5K +157 +2%
LIA
1548
LBMC Investment Advisors
Tennessee
$3.15M
TTWM
1549
TCV Trust & Wealth Management
Virginia
$3.15M +$64.8K +210 +2%
VIA
1550
Vickerman Investment Advisors
Washington
$3.14M -$30.3K -98 -1%