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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 %
CFP
1776
Catalyst Financial Partners
Massachusetts
$2.23M +$478K +1,548 +27%
1WA
1777
180 Wealth Advisors
Washington
$2.23M +$60.5K +196 +3%
BBNA
1778
Bremer Bank National Association
Minnesota
$2.23M
RFP
1779
Root Financial Partners
California
$2.23M +$2.23M +7,209 New
AWC
1780
Adamsbrown Wealth Consultants
Kansas
$2.22M -$13.9K -45 -0.6%
MSFP
1781
Mark Sheptoff Financial Planning
Connecticut
$2.22M -$15.4K -50 -0.7%
SCM
1782
Sterneck Capital Management
Missouri
$2.22M -$313K -1,013 -12%
WEG
1783
World Equity Group
Illinois
$2.22M +$2.04M +147,446 +1,161%
GC
1784
Gibson Capital
Pennsylvania
$2.21M +$309 +1 +0%
NL
1785
NVWM LLC
Pennsylvania
$2.21M +$11.7K +38 +0.5%
S
1786
SimplyRich
California
$2.2M
WAG
1787
Windsor Advisory Group
Ohio
$2.2M -$134K -435 -6%
JBA
1788
Johnson Bixby & Associates
Washington
$2.2M -$322K -1,042 -13%
AMG
1789
Asset Management Group
Connecticut
$2.2M
WAM
1790
Weatherly Asset Management
California
$2.19M -$225K -730 -9%
PGWM
1791
Parisi Gray Wealth Management
New Jersey
$2.19M -$958K -3,104 -30%
JFG
1792
Jefferies Financial Group
New York
$2.19M +$1.67M +5,400 +321%
1W
1793
1776 Wealth
Georgia
$2.18M
AIP
1794
Ahrens Investment Partners
Louisiana
$2.17M +$505K +1,636 +30%
CCM
1795
Carlson Capital Management
Minnesota
$2.17M -$15.4K -50 -0.7%
JHP
1796
James Hambro & Partners
United Kingdom
$2.17M -$252K -819 -10%
NFP
1797
NorthLanding Financial Partners
New York
$2.17M +$22.8K +74 +1%
WWC
1798
Waypoint Wealth Counsel
Georgia
$2.17M +$43.2K +140 +2%
CBA
1799
Coastal Bridge Advisors
Connecticut
$2.16M +$25K +81 +1%
ACM
1800
Avalon Capital Management
California
$2.16M -$15.4K -50 -0.7%