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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 %
JAG
1601
Journey Advisory Group
Kentucky
$2.93M +$671K +2,174 +30%
RPWA
1602
Regent Peak Wealth Advisors
Georgia
$2.91M -$98.8K -320 -3%
PTCG
1603
Pring Turner Capital Group
California
$2.91M +$270K +873 +10%
HC
1604
Hourglass Capital
Texas
$2.91M -$105K -340 -3%
DAM
1605
Deltec Asset Management
New York
$2.91M +$2.91M +9,413 New
BWA
1606
BDO Wealth Advisors
Florida
$2.9M -$59.9K -194 -2%
TSWM
1607
Triangle Securities Wealth Management
North Carolina
$2.89M -$126K -407 -4%
DIA
1608
Dean Investment Associates
Ohio
$2.89M -$127K -412 -4%
CWS
1609
Confluence Wealth Services
Pennsylvania
$2.89M +$33.7K +109 +1%
CWS
1610
Cypress Wealth Services
California
$2.89M +$350K +1,135 +14%
PWA
1611
Phoenix Wealth Advisors
North Carolina
$2.87M
WA
1612
Wambolt & Associates
Colorado
$2.87M -$44.7K -144 -2%
AI
1613
AXS Investments
New York
$2.87M -$82.8K -268 -3%
ACM
1614
Ashford Capital Management
Delaware
$2.86M -$55K -178 -2%
BLC
1615
Brown, Lisle/Cummings
Rhode Island
$2.86M
MPCL
1616
My Personal CFO LLC
Washington
$2.86M +$2.84M +9,183 +13,309%
SAM
1617
SignalPoint Asset Management
Missouri
$2.86M -$40.8K -132 -1%
BWM
1618
BerganKDV Wealth Management
Minnesota
$2.85M -$23.5K -76 -0.8%
CB
1619
Cadence Bank
Mississippi
$2.85M -$10.8K -35 -0.4%
CA
1620
Calton & Associates
Florida
$2.84M -$547K -1,771 -16%
BHB
1621
Bank Hapoalim BM
Israel
$2.84M -$650K -2,104 -19%
RA
1622
Rockingstone Advisors
Massachusetts
$2.84M +$4.32K +14 +0.2%
BWP
1623
Balboa Wealth Partners
Arizona
$2.83M +$138K +448 +5%
RW
1624
REDW Wealth
New Mexico
$2.83M +$6.18K +20 +0.2%
SIS
1625
Strategic Investment Solutions
Illinois
$2.82M