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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 %
DWM
1551
Dorchester Wealth Management
Quebec, Canada
$3.13M +$284K +920 +10%
DCM
1552
Dudley Capital Management
Virginia
$3.13M +$71.6K +232 +2%
TC
1553
Trust Company
Kansas
$3.13M +$56.5K +183 +2%
CP
1554
CenterBook Partners
Connecticut
$3.13M -$821K -2,660 -21%
SMA
1555
Sage Mountain Advisors
Georgia
$3.13M +$149K +481 +5%
ECM
1556
ExodusPoint Capital Management
New York
$3.13M -$1.43M -4,622 -31%
RBFC
1557
Roman Butler Fullerton & Co
Missouri
$3.13M -$121K -373 -4%
SIC
1558
Sterling Investment Counsel
New York
$3.13M +$20.7K +67 +0.7%
CIAS
1559
Capital Investment Advisory Services
North Carolina
$3.12M +$154K +499 +5%
MCCP
1560
Mission Creek Capital Partners
California
$3.12M +$158K +513 +5%
CWP
1561
Core Wealth Partners
California
$3.12M +$1.62M +5,238 +108%
SAG
1562
SageView Advisory Group
California
$3.12M +$906K +2,934 +41%
UHC
1563
Union Heritage Capital
Michigan
$3.12M
BOPW
1564
Brandywine Oak Private Wealth
Pennsylvania
$3.11M
RHDIC
1565
R.H. Dinel Investment Counsel
California
$3.1M
GIM
1566
Guardian Investment Management
California
$3.09M +$1.27M +4,965 +70%
HGCK
1567
HPC Germany & Co KG
Germany
$3.08M
BCM
1568
Bridgeway Capital Management
Texas
$3.07M -$299K -968 -9%
SC
1569
Searle & Co
Connecticut
$3.06M -$106K -324 -3%
CFS
1570
CRA Financial Services
New Jersey
$3.05M +$184K +595 +6%
PWPS
1571
Pinnacle Wealth Planning Services
Ohio
$3.04M +$96.6K +313 +3%
KFP
1572
KMG Fiduciary Partners
Ohio
$3.04M +$599K +1,939 +25%
LPAM
1573
Lodestar Private Asset Management
California
$3.04M +$5.56K +18 +0.2%
CBFP
1574
Cedar Brook Financial Partners
Ohio
$3.03M +$21.6K +70 +0.7%
OIM
1575
Orca Investment Management
Oregon
$3.03M -$6.18K -20 -0.2%