BRK.B icon

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 %
MSA
1701
Marino Stram & Associates
Massachusetts
$2.83M +$63.1K +185 +2%
SAMC
1702
Spectrum Asset Management (California)
California
$2.82M -$289K -848 -9%
PFS
1703
Physicians Financial Services
North Carolina
$2.82M
WPC
1704
Waters Parkerson & Co
Louisiana
$2.82M
NA
1705
Nottingham Advisors
New York
$2.81M
APW
1706
Aurora Private Wealth
New Jersey
$2.81M -$23.2K -68 -0.8%
CWM
1707
C2C Wealth Management
Arizona
$2.8M
SIS
1708
Strategic Investment Solutions
Illinois
$2.8M -$167K -515 -6%
CG
1709
Cynosure Group
Utah
$2.79M +$2.79M +8,196 New
CCM
1710
Chilton Capital Management
Texas
$2.79M +$171K +501 +7%
LFA
1711
Landmark Financial Advisors
Kentucky
$2.79M -$270K -791 -9%
V
1712
VeraBank
Texas
$2.79M -$85.3K -250 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
1713
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.79M -$1.09M -3,190 -28%
TLCM
1714
Twin Lakes Capital Management
California
$2.79M -$55.6K -163 -2%
HCM
1715
Hodges Capital Management
Texas
$2.78M -$344K -885 -11%
AA
1716
Aufman Associates
Pennsylvania
$2.78M -$54.6K -160 -2%
SCM
1717
SOL Capital Management
Maryland
$2.78M +$59.7K +175 +2%
NERM
1718
New England Research & Management
Illinois
$2.78M -$27.3K -80 -1%
OC
1719
Oakworth Capital
Alabama
$2.78M +$69.6K +204 +3%
AIM
1720
Acropolis Investment Management
Missouri
$2.77M +$224K +657 +9%
BWM
1721
BigSur Wealth Management
Florida
$2.77M -$989K -2,900 -26%
KCM
1722
Kaye Capital Management
California
$2.77M +$34.4K +101 +1%
MRI
1723
Mad River Investors
Massachusetts
$2.77M -$88K -250 -3%
WA1
1724
Wimmer Associates 1
California
$2.77M -$7.84K -23 -0.3%
WAG
1725
Winthrop Advisory Group
Massachusetts
$2.77M +$236K +692 +9%