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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 %
FCA
1751
FLC Capital Advisors
California
$2.66M -$14.7K -43 -0.5%
OWIM
1752
Old West Investment Management
California
$2.65M +$99.9K +293 +4%
PWG
1753
Portside Wealth Group
Utah
$2.65M +$2.65M +7,765 New
CFGSD
1754
Compass Financial Group (South Dakota)
South Dakota
$2.65M +$30.7K +90 +1%
EWM
1755
Executive Wealth Management
Michigan
$2.64M +$663K +1,945 +34%
TW
1756
TrinityPoint Wealth
Connecticut
$2.64M +$17.7K +52 +0.7%
KFSC
1757
Keystone Financial Services (Colorado)
Colorado
$2.64M +$10.6K +31 +0.4%
VC
1758
Vicus Capital
Pennsylvania
$2.63M -$45.4K -133 -2%
JHP
1759
James Hambro & Partners
United Kingdom
$2.63M +$227K +666 +9%
VCM
1760
Versant Capital Management
Arizona
$2.63M +$26.3K +77 +1%
SW
1761
SMART Wealth
Nebraska
$2.62M +$10.2K +30 +0.4%
PFC
1762
Phocas Financial Corp
California
$2.62M +$245K +719 +10%
AA
1763
ALPS Advisors
Colorado
$2.62M -$491K -1,440 -16%
FNBOMD
1764
First National Bank of Mount Dora
Florida
$2.62M +$239K +700 +10%
HP
1765
Hikari Power
Japan
$2.62M
WA
1766
Wealth Alliance
New York
$2.61M +$37.9K +111 +1%
IIA
1767
IPG Investment Advisors
California
$2.6M -$697K -2,044 -21%
PNC
1768
Park National Corp
Ohio
$2.6M -$19.4K -57 -0.7%
TCA
1769
Trifecta Capital Advisors
Illinois
$2.6M -$13.6K -40 -0.5%
PCI
1770
Planning Center Inc
Illinois
$2.59M +$188K +552 +8%
SFG
1771
SNS Financial Group
Minnesota
$2.58M -$37.5K -110 -1%
CA
1772
Cortland Associates
Missouri
$2.57M +$341 +1 +0%
NSB
1773
Norway Savings Bank
Maine
$2.57M +$188K +550 +8%
SAM
1774
Seelaus Asset Management
New Jersey
$2.57M -$116K -340 -4%
BZWA
1775
Blue Zone Wealth Advisors
California
$2.57M +$22.8K +67 +0.9%