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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 %
AI
1651
AXS Investments
New York
$3.05M -$115K -337 -4%
SCM
1652
Schnieders Capital Management
California
$3.05M -$7.16K -21 -0.2%
BWP
1653
Balboa Wealth Partners
Arizona
$3.05M -$81.2K -238 -3%
BIAS
1654
Beacon Investment Advisory Services
New Jersey
$3.04M -$51.2K -150 -2%
PCS
1655
Personal CFO Solutions
New Jersey
$3.04M +$22.8K +67 +0.8%
BHB
1656
Bank Hapoalim BM
Israel
$3.03M -$108K -318 -3%
MWAM
1657
Manhattan West Asset Management
California
$3.03M +$844K +2,476 +39%
HFM
1658
Hartford Financial Management
Connecticut
$3.01M -$282K -827 -9%
TC
1659
Truvestments Capital
Florida
$3M +$105K +309 +4%
FA
1660
FDx Advisors
Illinois
$3M +$181K +530 +6%
BWM
1661
BerganKDV Wealth Management
Minnesota
$2.99M -$160K -469 -5%
PFA
1662
Professional Financial Advisors
Nebraska
$2.99M -$325K -953 -10%
VW
1663
Vance Wealth
California
$2.98M
LAS
1664
LWM Advisory Services
Florida
$2.97M +$12.3K +36 +0.4%
RFA
1665
Resurgent Financial Advisors
Georgia
$2.97M -$5.46K -16 -0.2%
DIA
1666
Dean Investment Associates
Ohio
$2.97M -$221K -647 -7%
NW
1667
Naviter Wealth
Arkansas
$2.96M +$276K +808 +10%
IP
1668
Intellectus Partners
California
$2.95M +$34.1K +100 +1%
JF
1669
JSF Financial
California
$2.95M -$79.8K -234 -3%
BFA
1670
Bill Few Associates
Pennsylvania
$2.95M -$11.6K -34 -0.4%
RWM
1671
RKL Wealth Management
Pennsylvania
$2.94M +$149K +436 +5%
MW
1672
Marcum Wealth
Ohio
$2.94M +$46K +135 +2%
CF
1673
Crosspoint Financial
California
$2.93M
SMC
1674
Smith, Moore & Co
Missouri
$2.92M +$155K +454 +6%
WGAM
1675
Wilkinson Global Asset Management
New York
$2.91M -$182K -535 -6%