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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 %
RFA
1651
Resurgent Financial Advisors
Georgia
$2.7M -$92K -298 -3%
TIAM2
1652
Tru Independence Asset Management 2
Oregon
$2.7M +$2.7M +8,729 New
LAS
1653
LWM Advisory Services
Florida
$2.68M +$4.94K +16 +0.2%
BFA
1654
Bill Few Associates
Pennsylvania
$2.68M -$12.7K -41 -0.5%
CF
1655
Crosspoint Financial
California
$2.66M
EVM
1656
Evelyn V. Moreno
$2.65M -$1.29M -4,189 -33%
IP
1657
Intellectus Partners
California
$2.64M +$7.1K +23 +0.3%
QIM
1658
Quantitative Investment Management
Virginia
$2.64M +$2.64M +8,556 New
WA1
1659
Wimmer Associates 1
California
$2.63M -$70.9K -219 -3%
TC
1660
Truvestments Capital
Florida
$2.62M +$52.5K +170 +2%
MW
1661
Marcum Wealth
Ohio
$2.62M +$305K +989 +13%
HIP
1662
HUB Investment Partners
Texas
$2.62M +$392K +1,270 +18%
SXL
1663
Summit X LLC
Missouri
$2.61M +$223K +721 +9%
AWM
1664
Accurate Wealth Management
Florida
$2.61M +$1.71M +5,462 +189%
LWM
1665
Ledge Wealth Management
Minnesota
$2.61M +$115K +371 +5%
V
1666
VeraBank
Texas
$2.61M -$120K -389 -4%
SIAP
1667
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.6M +$20.1K +65 +0.8%
MSR
1668
Main Street Research
Connecticut
$2.59M -$974K -3,156 -27%
CCFCSB
1669
Cape Cod Five Cents Savings Bank
Massachusetts
$2.59M -$170K -549 -6%
MGWM
1670
Marks Group Wealth Management
Minnesota
$2.59M +$35.5K +115 +1%
MA
1671
MCF Advisors
Kentucky
$2.57M -$14.2K -46 -0.5%
TLCM
1672
Twin Lakes Capital Management
California
$2.57M
AA
1673
Aufman Associates
Pennsylvania
$2.57M -$19.1K -62 -0.7%
AFP
1674
Ausdal Financial Partners
Iowa
$2.57M -$11.4K -37 -0.4%
APW
1675
Aurora Private Wealth
New Jersey
$2.57M