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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 %
ME
1676
McIlrath & Eck
Washington
$2.56M +$1.07M +3,472 +72%
CCA
1677
Cadent Capital Advisors
Oklahoma
$2.56M +$12.7K +41 +0.5%
LWM
1678
Lodestone Wealth Management
Washington
$2.56M -$20.7K -67 -0.8%
SAM
1679
Seelaus Asset Management
New Jersey
$2.56M +$649 +2 +0%
PFS
1680
Physicians Financial Services
North Carolina
$2.55M -$3.09K -10 -0.1%
WPC
1681
Waters Parkerson & Co
Louisiana
$2.55M -$65.8K -213 -3%
FA
1682
FDx Advisors
Illinois
$2.55M
PIM
1683
Penobscot Investment Management
Massachusetts
$2.55M +$173K +560 +7%
PFSC
1684
Peoples Financial Services Corp
Pennsylvania
$2.55M -$51.9K -168 -2%
IMOV
1685
Investment Management of Virginia
Virginia
$2.55M +$15.4K +50 +0.6%
CWM
1686
C2C Wealth Management
Arizona
$2.55M -$3.46K -11 -0.1%
CTFG
1687
Capstone Triton Financial Group
Oklahoma
$2.55M -$98.8K -320 -4%
NA
1688
Nottingham Advisors
New York
$2.55M
DWP
1689
Daymark Wealth Partners
Ohio
$2.54M +$368K +1,191 +17%
CNBT
1690
Canandaigua National Bank & Trust
New York
$2.54M +$2.54M +8,231 New
NERM
1691
New England Research & Management
Illinois
$2.54M -$255K -826 -9%
SG
1692
Stonnington Group
California
$2.54M -$63.6K -200 -2%
RWM
1693
RKL Wealth Management
Pennsylvania
$2.53M -$132K -428 -5%
RW
1694
Rede Wealth
Virginia
$2.53M +$25.9K +84 +1%
ICM
1695
IMS Capital Management
Oregon
$2.53M +$16.7K +54 +0.7%
ESB
1696
Essex Savings Bank
Connecticut
$2.52M -$31.2K -101 -1%
SMC
1697
Smith, Moore & Co
Missouri
$2.51M +$59.9K +194 +2%
MRI
1698
Mad River Investors
Massachusetts
$2.51M -$548K -1,775 -18%
MSA
1699
Marino Stram & Associates
Massachusetts
$2.5M +$75K +243 +3%
WPWM
1700
Western Pacific Wealth Management
Illinois
$2.5M +$30.9K +100 +1%