BRK.B icon

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 %
RWA
1851
Redhawk Wealth Advisors
Minnesota
$2.34M +$309K +906 +15%
KWA
1852
Kingswood Wealth Advisors
California
$2.33M +$2.33M +6,826 New
MCM
1853
Magnolia Capital Management
New York
$2.32M +$17K +50 +0.7%
RWA
1854
River Wealth Advisors
Pennsylvania
$2.32M +$39.6K +116 +2%
LB
1855
Leo Brokerage
Texas
$2.31M -$43.3K -127 -2%
TCM
1856
Triumph Capital Management
Colorado
$2.31M +$69.2K +203 +3%
PSC
1857
Prentiss Smith & Co
Vermont
$2.31M
RVPG
1858
Relative Value Partners Group
$2.3M +$664K +1,948 +41%
AA
1859
Addison Advisors
Vermont
$2.29M +$7.84K +23 +0.3%
ODG
1860
O'Dell Group
Ohio
$2.29M +$1.08M +3,159 +89%
KIA
1861
Kraematon Investment Advisors
Massachusetts
$2.29M +$13.6K +40 +0.6%
GWP
1862
Gateway Wealth Partners
Wisconsin
$2.29M +$91K +267 +4%
GCA
1863
Gradient Capital Advisors
California
$2.27M +$125K +368 +6%
DL
1864
DOHJ LLC
Washington
$2.27M +$81.2K +238 +4%
GP
1865
Girard Partners
Pennsylvania
$2.26M -$46K -135 -2%
WFS
1866
Walker Financial Services
Kentucky
$2.26M +$4.43K +13 +0.2%
WSC
1867
Wellington Shields & Co
New York
$2.26M +$3.75K +11 +0.2%
AB
1868
Atlas Brown
Kentucky
$2.26M -$3.41K -10 -0.2%
LBC
1869
Lowe Brockenbrough & Co
Virginia
$2.26M -$4.09K -12 -0.2%
GKFF
1870
George Kaiser Family Foundation
Oklahoma
$2.25M -$439K -1,288 -16%
GLA
1871
Good Life Advisors
Pennsylvania
$2.25M +$22.8K +67 +1%
CWM
1872
Connecticut Wealth Management
Connecticut
$2.24M +$13K +38 +0.6%
GFP
1873
Guardian Financial Partners
California
$2.24M +$23.9K +70 +1%
BT
1874
Brandywine Trust
Delaware
$2.23M
CGA
1875
Channing Global Advisors
Florida
$2.23M -$27.3K -80 -1%