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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 %
AFP
1726
Ausdal Financial Partners
Iowa
$2.77M -$68.9K -202 -2%
AR
1727
Advisory Research
Illinois
$2.76M +$886K +2,598 +47%
MFWP
1728
Mosaic Family Wealth Partners
Missouri
$2.76M +$170K +500 +7%
RW
1729
Rede Wealth
Virginia
$2.75M -$38.5K -113 -1%
FDS
1730
Freedom Day Solutions
Texas
$2.74M -$8.87K -26 -0.3%
CP
1731
Cumberland Partners
Ontario, Canada
$2.74M +$41.6K +122 +2%
SIMG
1732
Sonora Investment Management Group
Arizona
$2.74M +$134K +392 +5%
CNBT
1733
Canandaigua National Bank & Trust
New York
$2.73M -$73K -214 -3%
OGC
1734
Oak Grove Capital
New Hampshire
$2.73M +$151K +443 +6%
NCM
1735
Next Capital Management
New York
$2.73M +$84.6K +248 +3%
PFSC
1736
Peoples Financial Services Corp
Pennsylvania
$2.72M -$93.4K -274 -3%
RGI
1737
River Global Investors
United Kingdom
$2.72M
SA
1738
SRH Advisors
Kansas
$2.72M
BST
1739
Bath Savings Trust
Maine
$2.72M +$1.02M +3,000 +60%
PCFFS
1740
Pacific Center for Financial Services
California
$2.71M -$31.7K -93 -1%
CPA
1741
Capital Planning Advisors
California
$2.7M +$823K +2,413 +44%
QPWM
1742
Quadrant Private Wealth Management
Pennsylvania
$2.7M +$9.21K +27 +0.3%
LPT
1743
Legacy Private Trust
Wisconsin
$2.7M +$319K +935 +13%
AA
1744
Alesco Advisors
New York
$2.7M
LAIC
1745
Lederer & Associates Investment Counsel
California
$2.7M +$34.8K +102 +1%
ARMT
1746
Amica Retiree Medical Trust
Rhode Island
$2.69M -$354K -1,038 -12%
JWM
1747
Jackson Wealth Management
Florida
$2.69M +$195K +573 +8%
TCM
1748
Tufton Capital Management
Maryland
$2.69M -$367K -1,077 -12%
KA
1749
Klingman & Associates
New York
$2.68M -$69.2K -203 -3%
EGA
1750
E&G Advisors
Texas
$2.67M +$26.3K +77 +1%