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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 %
GSWM
1551
Greenup Street Wealth Management
Michigan
$3.59M +$2.64M +7,754 +281%
CA
1552
Crewe Advisors
Utah
$3.58M -$22.8K -67 -0.6%
FSG
1553
Financial Strategies Group
Michigan
$3.58M +$1.11M +3,262 +45%
Cohen & Steers
1554
Cohen & Steers
New York
$3.58M
NWM
1555
Northwest Wealth Management
Iowa
$3.57M +$7.84K +23 +0.2%
CWP
1556
Core Wealth Partners
California
$3.56M +$114K +335 +3%
FC
1557
Forte Capital
New York
$3.55M -$298K -875 -8%
OCBCO
1558
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.55M +$1.96M +5,762 +124%
PHIC
1559
Pine Haven Investment Counsel
Massachusetts
$3.54M -$71.6K -210 -2%
NWM
1560
NEIRG Wealth Management
Massachusetts
$3.53M -$686K -2,011 -16%
GWA
1561
GGM Wealth Advisors
Maryland
$3.52M
MW
1562
MBL Wealth
North Carolina
$3.52M +$15.3K +45 +0.4%
CFMC
1563
Curbstone Financial Management Corp
New Hampshire
$3.52M -$35.5K -104 -1%
PRS
1564
Pinkerton Retirement Specialists
Idaho
$3.52M -$5.12K -15 -0.1%
CBFP
1565
Cedar Brook Financial Partners
Ohio
$3.51M +$165K +483 +5%
WTB
1566
Washington Trust Bank
Washington
$3.5M +$3.41K +10 +0.1%
CFS
1567
CRA Financial Services
New Jersey
$3.5M +$133K +389 +4%
MCM
1568
Mengis Capital Management
Oregon
$3.5M -$21.1K -62 -0.6%
Financial Engines Advisors
1569
Financial Engines Advisors
California
$3.5M +$8.18K +24 +0.2%
RPC
1570
Rossmore Private Capital
Connecticut
$3.5M +$14K +41 +0.4%
BA
1571
Bridgewater Advisors
New York
$3.49M +$5.12K +15 +0.1%
BIP
1572
Blueprint Investment Partners
North Carolina
$3.49M -$1.24M -3,647 -26%
LFS
1573
Legacy Financial Strategies
Kansas
$3.49M -$33.1K -97 -0.9%
RA
1574
Rockingstone Advisors
Massachusetts
$3.48M +$342K +1,004 +11%
SIC
1575
Sterling Investment Counsel
New York
$3.48M +$23.9K +70 +0.7%