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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 %
DWM
1576
Dorchester Wealth Management
Quebec, Canada
$3.46M
WP
1577
WealthSource Partners
California
$3.46M -$474K -1,390 -12%
HZ
1578
Hixon Zuercher
Ohio
$3.45M +$1.66M +4,874 +93%
CPCM
1579
Cardinal Point Capital Management
Ontario, Canada
$3.45M +$167K +495 +5%
UHC
1580
Union Heritage Capital
Michigan
$3.45M
ATC
1581
Adirondack Trust Company
New York
$3.44M +$9.85K +28 +0.3%
RHDIC
1582
R.H. Dinel Investment Counsel
California
$3.43M
CW
1583
Channel Wealth
California
$3.43M +$387K +1,135 +13%
CC
1584
Cipher Capital
New York
$3.42M -$3.35M -9,827 -49%
LIA
1585
LBMC Investment Advisors
Tennessee
$3.41M -$68.5K -201 -2%
HGCK
1586
HPC Germany & Co KG
Germany
$3.4M
CWA
1587
Canvas Wealth Advisors
Kansas
$3.39M -$53.1K -152 -2%
AWM
1588
Aberdeen Wealth Management
Illinois
$3.39M +$1.5M +7,138 +79%
PTCG
1589
Pring Turner Capital Group
California
$3.38M +$167K +491 +5%
BLC
1590
Brown, Lisle/Cummings
Rhode Island
$3.37M +$213K +625 +7%
DCM
1591
Dudley Capital Management
Virginia
$3.36M -$97.2K -285 -3%
HWP
1592
Highline Wealth Partners
California
$3.36M -$699K -2,049 -17%
LPAM
1593
Lodestar Private Asset Management
California
$3.35M -$10.2K -30 -0.3%
VNA
1594
Valley National Advisers
Pennsylvania
$3.35M +$21.1K +62 +0.6%
FIM
1595
Freedom Investment Management
Connecticut
$3.35M -$800K -2,346 -19%
PWPS
1596
Pinnacle Wealth Planning Services
Ohio
$3.34M -$22.5K -66 -0.7%
BSA
1597
Bull Street Advisors
Georgia
$3.34M
CWS
1598
Cypress Wealth Services
California
$3.33M +$114K +331 +4%
LCM
1599
Legato Capital Management
California
$3.32M
TTWM
1600
TCV Trust & Wealth Management
Virginia
$3.32M -$156K -458 -4%