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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 %
LHC
1526
Little House Capital
Massachusetts
$3.72M +$132K +388 +4%
SCA
1527
Sandy Cove Advisors
Massachusetts
$3.72M +$82.5K +242 +2%
VWA
1528
Visionary Wealth Advisors
Illinois
$3.72M -$93.4K -274 -2%
BA
1529
Ballast Advisors
Minnesota
$3.71M -$90.7K -266 -2%
HI
1530
Harbour Investments
Wisconsin
$3.71M +$17.4K +51 +0.5%
AMIM
1531
Aull & Monroe Investment Management
Alabama
$3.71M
ACM
1532
Allred Capital Management
Texas
$3.7M -$24.9K -73 -0.7%
CIAS
1533
Capital Investment Advisory Services
North Carolina
$3.7M +$252K +739 +7%
CC
1534
Claybrook Capital
Massachusetts
$3.7M +$116K +340 +3%
DFA
1535
Delta Financial Advisors
Louisiana
$3.69M -$29K -85 -0.8%
RPSA
1536
Richard P. Slaughter Associates
Texas
$3.69M -$28K -82 -0.8%
IFWM
1537
Institute for Wealth Management
Colorado
$3.68M -$26.6K -78 -0.7%
FFM
1538
Flagstone Financial Management
Nebraska
$3.68M -$32.4K -95 -0.9%
FWM
1539
Focused Wealth Management
New York
$3.67M -$2.39K -7 -0.1%
BIM
1540
Barton Investment Management
Pennsylvania
$3.66M
DI
1541
DFPG Investments
Utah
$3.66M -$103K -300 -3%
JWCA
1542
J.W. Coons Advisors
Ohio
$3.64M +$34.1K +100 +0.9%
DCM
1543
Dimension Capital Management
Florida
$3.63M +$1.16M +3,401 +47%
BSG
1544
Black Swift Group
Colorado
$3.63M -$101K -297 -3%
JIR
1545
James Investment Research
Ohio
$3.63M +$555K +1,628 +18%
ICM
1546
Intrepid Capital Management
Florida
$3.61M -$106K -312 -3%
FCCM
1547
First City Capital Management
Georgia
$3.61M -$14.7K -43 -0.4%
SBIA
1548
Sheaff Brock Investment Advisors
Indiana
$3.61M -$843K -2,473 -19%
HG
1549
Herbst Group
Connecticut
$3.6M -$22.2K -65 -0.6%
NAM
1550
NorthCrest Asset Manangement
Minnesota
$3.59M +$15K +44 +0.4%