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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 %
AA
1626
Advisory Alpha
Michigan
$3.2M +$1.96M +5,734 +158%
RPWA
1627
Regent Peak Wealth Advisors
Georgia
$3.19M -$20.5K -60 -0.6%
GC
1628
Gould Capital
Washington
$3.18M -$150K -439 -4%
SAM
1629
SignalPoint Asset Management
Missouri
$3.17M +$13.6K +40 +0.4%
PGWM
1630
Parisi Gray Wealth Management
New Jersey
$3.17M +$977K +3,165 +45%
Credit Agricole
1631
Credit Agricole
France
$3.16M +$803K +2,356 +34%
MPCL
1632
My Personal CFO LLC
Washington
$3.16M +$4.43K +13 +0.1%
RW
1633
REDW Wealth
New Mexico
$3.15M +$27.6K +81 +0.9%
TSWM
1634
Triangle Securities Wealth Management
North Carolina
$3.14M -$49.4K -145 -2%
JAG
1635
Journey Advisory Group
Kentucky
$3.14M -$90.7K -266 -3%
CB
1636
Cadence Bank
Mississippi
$3.14M -$1.71K -5 -0.1%
WB
1637
Webster Bank
Connecticut
$3.14M -$174K -510 -5%
CP
1638
CenterBook Partners
Connecticut
$3.13M -$330K -967 -10%
ACM
1639
Ashford Capital Management
Delaware
$3.13M -$37.9K -111 -1%
DAM
1640
Deltec Asset Management
New York
$3.12M -$88.7K -260 -3%
LL
1641
LPWM LLC
Minnesota
$3.12M +$3.12M +9,120 New
LCM
1642
Linker Capital Management
Kentucky
$3.11M
NAM
1643
NTV Asset Management
West Virginia
$3.1M
PFA
1644
Pure Financial Advisors
California
$3.09M +$614K +1,802 +25%
PWA
1645
Phoenix Wealth Advisors
North Carolina
$3.09M -$81.8K -240 -3%
HIP
1646
HUB Investment Partners
Texas
$3.08M +$192K +562 +7%
FCFC
1647
First Citizens Financial Corp
Iowa
$3.08M +$3.08M +9,037 New
OCM
1648
Orser Capital Management
Texas
$3.07M -$33.8K -99 -1%
WOSD
1649
WFA of San Diego
California
$3.06M -$662K -1,942 -18%
DRS
1650
Deane Retirement Strategies
Louisiana
$3.06M +$13.6K +40 +0.4%