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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 %
WW
1776
Westshore Wealth
California
$2.56M -$5.12K -15 -0.2%
AWS
1777
AJ Wealth Strategies
New York
$2.56M +$91.4K +268 +4%
DM
1778
Delphi Management
Massachusetts
$2.56M +$2.56M +7,498 New
FMB
1779
Field & Main Bank
Kentucky
$2.55M +$25.2K +74 +1%
CWM
1780
Chesapeake Wealth Management
Virginia
$2.54M +$261K +765 +11%
LWM
1781
Ledge Wealth Management
Minnesota
$2.54M -$346K -1,016 -12%
SLT
1782
St Louis Trust
Missouri
$2.54M
FAM
1783
Formidable Asset Management
Ohio
$2.54M +$682 +2 +0%
VDI
1784
Vaughan David Investments
Illinois
$2.53M +$746K +2,188 +42%
HWMG
1785
Hurlow Wealth Management Group
Indiana
$2.53M -$682 -2 -0%
IRAG
1786
Investment Research & Advisory Group
Georgia
$2.53M -$13.3K -39 -0.5%
HAS
1787
HBW Advisory Services
California
$2.53M +$373K +1,094 +17%
PCMC
1788
Private Capital Management (Colorado)
Colorado
$2.53M +$20.5K +60 +0.8%
TCOO
1789
Trust Company of Oklahoma
Oklahoma
$2.53M -$40.2K -118 -2%
PFA
1790
Petra Financial Advisors
Colorado
$2.52M -$49.8K -146 -2%
Kayne Anderson Rudnick Investment Management
1791
Kayne Anderson Rudnick Investment Management
California
$2.52M +$34.4K +101 +1%
CFO
1792
Callan Family Office
Pennsylvania
$2.51M -$137K -403 -5%
REMPR
1793
Roof Eidam Maycock Peralta (REMP)
California
$2.51M +$23.5K +69 +0.9%
BWM
1794
BCGM Wealth Management
Indiana
$2.51M +$203K +595 +9%
MSA
1795
McAlister Sweet & Associates
Texas
$2.51M +$779K +2,285 +45%
AWC
1796
Adamsbrown Wealth Consultants
Kansas
$2.5M +$43.3K +127 +2%
FAT
1797
First American Trust
California
$2.49M -$207K -607 -8%
ACM
1798
Avalon Capital Management
California
$2.49M +$104K +306 +4%
FFP
1799
FourThought Financial Partners
Florida
$2.49M -$38.9K -114 -2%
CCM
1800
Carlson Capital Management
Minnesota
$2.49M +$89.3K +262 +4%