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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 %
FAM
1751
Formidable Asset Management
Ohio
$2.31M -$48K -155 -2%
IRAG
1752
Investment Research & Advisory Group
Georgia
$2.3M -$19.1K -62 -0.8%
EWM
1753
EPG Wealth Management
Georgia
$2.3M +$58.4K +189 +3%
BZWA
1754
Blue Zone Wealth Advisors
California
$2.3M -$1.54K -5 -0.1%
SLT
1755
St Louis Trust
Missouri
$2.3M +$254K +821 +12%
HWMG
1756
Hurlow Wealth Management Group
Indiana
$2.29M -$8.96K -29 -0.4%
FFP
1757
FourThought Financial Partners
Florida
$2.29M
WAG
1758
Winthrop Advisory Group
Massachusetts
$2.29M +$25.3K +82 +1%
FMB
1759
Field & Main Bank
Kentucky
$2.28M +$86.8K +281 +4%
PCMC
1760
Private Capital Management (Colorado)
Colorado
$2.27M -$568K -1,839 -20%
JCM
1761
Jag Capital Management
Missouri
$2.27M +$38.6K +125 +2%
PWP
1762
Pursue Wealth Partners
California
$2.27M -$265K -859 -10%
I
1763
INVST
Indiana
$2.26M +$91.7K +281 +4%
JWM
1764
Jackson Wealth Management
Florida
$2.26M +$567K +1,835 +34%
REMPR
1765
Roof Eidam Maycock Peralta (REMP)
California
$2.25M
SAMT
1766
Select Asset Management & Trust
Pennsylvania
$2.25M
Kayne Anderson Rudnick Investment Management
1767
Kayne Anderson Rudnick Investment Management
California
$2.25M -$76.6K -248 -3%
PFA
1768
Pure Financial Advisors
California
$2.24M +$59.9K +194 +3%
DCM
1769
Dimension Capital Management
Florida
$2.24M +$35.5K +115 +2%
SW
1770
SlateStone Wealth
Florida
$2.24M +$232K +752 +12%
PCI
1771
Planning Center Inc
Illinois
$2.24M -$20.4K -64 -0.9%
FSG
1772
Financial Strategies Group
Michigan
$2.24M +$264K +855 +13%
AWS
1773
AJ Wealth Strategies
New York
$2.24M -$34.9K -113 -2%
FAG
1774
Financial Advisory Group
Texas
$2.23M
SIC
1775
Samalin Investment Counsel
New York
$2.23M -$37.7K -122 -2%