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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 %
FDS
1701
Freedom Day Solutions
Texas
$2.49M +$926 +3 +0%
KA
1702
Klingman & Associates
New York
$2.49M +$10.5K +34 +0.4%
PCFFS
1703
Pacific Center for Financial Services
California
$2.48M +$2.48M +8,041 New
KCM
1704
Kaye Capital Management
California
$2.48M +$80K +259 +3%
AMC
1705
Asset Management Corp
Illinois
$2.47M -$409K -1,325 -14%
SCM
1706
SOL Capital Management
Maryland
$2.46M -$11.1K -36 -0.4%
ZIC
1707
ZWJ Investment Counsel
Georgia
$2.46M +$11.4K +37 +0.5%
RGI
1708
River Global Investors
United Kingdom
$2.46M -$1M -3,250 -29%
OC
1709
Oakworth Capital
Alabama
$2.45M
LFS
1710
Lutz Financial Services
Nebraska
$2.45M -$166K -539 -6%
FAT
1711
First American Trust
California
$2.45M +$39.8K +129 +2%
AA
1712
Alesco Advisors
New York
$2.44M +$17K +55 +0.7%
CP
1713
Cumberland Partners
Ontario, Canada
$2.44M +$89.5K +290 +4%
QPWM
1714
Quadrant Private Wealth Management
Pennsylvania
$2.44M +$10.8K +35 +0.4%
GKFF
1715
George Kaiser Family Foundation
Oklahoma
$2.43M
NW
1716
Naviter Wealth
Arkansas
$2.43M -$291K -942 -11%
PFGIA
1717
Patriot Financial Group Insurance Agency
Massachusetts
$2.43M +$542K +1,754 +29%
FCA
1718
FLC Capital Advisors
California
$2.42M
VC
1719
Vicus Capital
Pennsylvania
$2.42M +$17.3K +56 +0.7%
LAIC
1720
Lederer & Associates Investment Counsel
California
$2.41M -$6.18K -20 -0.3%
CFO
1721
Callan Family Office
Pennsylvania
$2.4M +$837K +2,710 +54%
NCM
1722
Next Capital Management
New York
$2.4M -$836K -2,708 -26%
CD
1723
Chapin Davis
Maryland
$2.39M +$198K +641 +9%
EGA
1724
E&G Advisors
Texas
$2.39M
KFSC
1725
Keystone Financial Services (Colorado)
Colorado
$2.38M +$13.6K +44 +0.6%