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Berkshire Hathaway Class B

3,550 hedge funds and large institutions have $257B invested in Berkshire Hathaway Class B in 2023 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 1,371 increasing their positions, 1,400 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 96

45% more call options, than puts

Call options by funds: $5.39B | Put options by funds: $3.71B

0% less funds holding

Funds holding: 3,5653,550 (-15)

0.8% less ownership

Funds ownership: 64.71%63.91% (-0.8%)

2% less repeat investments, than reductions

Existing positions increased: 1,371 | Existing positions reduced: 1,400

7% less capital invested

Capital invested by funds: $275B → $257B (-$18.4B)

9% less funds holding in top 10

Funds holding in top 10: 695632 (-63)

Holders
3,550
Holders Change
-15
Holders Change %
-0.42%
% of All Funds
56.57%
Holding in Top 10
632
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-9.06%
% of All Funds
10.07%
New
160
Increased
1,371
Reduced
1,400
Closed
96
Calls
$5.39B
Puts
$3.71B
Net Calls
+$1.69B
Net Calls Change
-$52.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
151
Kovitz Investment Group Partners
Illinois
$146M +$13.2M +42,684 +10%
AIG
152
American International Group
New York
$145M +$541K +1,755 +0.4%
MIM
153
MetLife Investment Management
New Jersey
$144M -$271K -879 -0.2%
SBCM
154
Schwerin Boyle Capital Management
Massachusetts
$142M -$7.3M -23,700 -5%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$140M +$29.6M +96,053 +27%
SCM
156
Shapiro Capital Management
Georgia
$140M -$1.27M -4,110 -0.9%
Empower Advisory Group
157
Empower Advisory Group
Colorado
$140M +$139M +451,900 New
Allspring Global Investments
158
Allspring Global Investments
North Carolina
$139M +$41.9M +135,974 +43%
GC
159
Giverny Capital
Quebec, Canada
$137M -$5.06M -16,434 -4%
C
160
Consulta
United Kingdom
$136M
MIS
161
Morningstar Investment Services
Illinois
$135M -$2.42M -7,854 -2%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$130M +$948K +3,075 +0.7%
OP
163
Oldfield Partners
United Kingdom
$129M -$1.69M -5,500 -1%
BC
164
Bartlett & Co
Ohio
$127M -$2.05M -6,643 -2%
BCWM
165
Bartlett & Co Wealth Management
Ohio
$127M -$2.05M -6,643 -2%
ProShare Advisors
166
ProShare Advisors
Maryland
$127M +$13.7M +44,485 +12%
Hudson Bay Capital Management
167
Hudson Bay Capital Management
Connecticut
$126M +$58.6M +190,000 +88%
Aberdeen Group
168
Aberdeen Group
United Kingdom
$124M -$12.4M -40,210 -9%
HPC
169
HM Payson & Co
Maine
$123M +$851K +2,761 +0.7%
BCM
170
Bronte Capital Management
Australia
$122M -$5.59M -18,148 -4%
MCI
171
McDonald Capital Investors
California
$120M -$2.18M -7,065 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
172
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$120M +$119M +387,340 New
M&T Bank
173
M&T Bank
New York
$120M -$4.07M -13,191 -3%
SAM
174
Storebrand Asset Management
Norway
$119M -$1.44M -4,659 -1%
JWBC
175
John W. Bristol & Co
New York
$117M +$850K +2,757 +0.7%