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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 %
R
1801
Rebalance
California
$2.49M -$1.92M -5,635 -44%
CGH
1802
CMG Global Holdings
Texas
$2.49M +$235K +689 +10%
FAG
1803
Financial Advisory Group
Texas
$2.47M
SIC
1804
Samalin Investment Counsel
New York
$2.46M -$341 -1 -0%
NL
1805
NVWM LLC
Pennsylvania
$2.46M +$25.9K +76 +1%
SW
1806
SlateStone Wealth
Florida
$2.46M -$15.3K -45 -0.6%
1WA
1807
180 Wealth Advisors
Washington
$2.46M -$14.7K -43 -0.6%
MSFP
1808
Mark Sheptoff Financial Planning
Connecticut
$2.45M
SSA
1809
Schonfeld Strategic Advisors
New York
$2.45M -$144K -422 -6%
JCM
1810
Jag Capital Management
Missouri
$2.45M -$61.7K -181 -2%
GIM
1811
Guardian Investment Management
California
$2.44M -$1.68M -4,938 -41%
BBNA
1812
Bremer Bank National Association
Minnesota
$2.44M -$19.4K -57 -0.8%
RFP
1813
Root Financial Partners
California
$2.43M -$24.2K -71 -1%
S
1814
SimplyRich
California
$2.43M
JBA
1815
Johnson Bixby & Associates
Washington
$2.43M
FCP
1816
Fidelis Capital Partners
Florida
$2.43M +$207K +606 +9%
WAG
1817
Windsor Advisory Group
Ohio
$2.43M -$2.05K -6 -0.1%
SCM
1818
Sterneck Capital Management
Missouri
$2.43M -$22.5K -66 -0.9%
AMG
1819
Asset Management Group
Connecticut
$2.43M
EWM
1820
EPG Wealth Management
Georgia
$2.43M -$119K -350 -5%
WAM
1821
Weatherly Asset Management
California
$2.42M -$5.12K -15 -0.2%
SAMT
1822
Select Asset Management & Trust
Pennsylvania
$2.41M -$72.6K -213 -3%
CWMU
1823
Caliber Wealth Management (Utah)
Utah
$2.41M +$75.7K +222 +3%
CCM
1824
Conway Capital Management
California
$2.41M +$614K +1,800 +34%
RZH
1825
Relyea Zuckerberg Hanson
Connecticut
$2.41M -$1.15M -3,379 -32%