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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 %
TA
1876
TruWealth Advisors
Louisiana
$1.96M -$161K -522 -8%
PVI
1877
Pine Valley Investments
New Jersey
$1.96M +$1.96M +6,031 New
MIC
1878
Meridian Investment Counsel
California
$1.96M +$170K +550 +9%
VF
1879
Vawter Financial
Ohio
$1.96M +$244K +789 +14%
CWAG
1880
Compton Wealth Advisory Group
Virginia
$1.96M +$31.5K +102 +2%
MFS
1881
Madrona Financial Services
Washington
$1.96M +$6.79K +22 +0.3%
WCAMG
1882
Woodard & Company Asset Management Group
North Carolina
$1.95M +$55.9K +181 +3%
MADR
1883
Milestones Administradora de Recursos
Brazil
$1.95M
HAS
1884
HBW Advisory Services
California
$1.95M -$552K -1,787 -22%
TRIA
1885
Trail Ridge Investment Advisors
Colorado
$1.95M +$163K +528 +9%
NDSI
1886
Newman Dignan & Sheerar Inc
Rhode Island
$1.95M -$36.4K -118 -2%
GA
1887
GoalVest Advisory
New York
$1.95M -$41.1K -133 -2%
GCA
1888
Gradient Capital Advisors
California
$1.94M +$66.4K +215 +4%
AP
1889
Adero Partners
California
$1.94M +$505K +1,634 +35%
SFG
1890
StrategIQ Financial Group
Indiana
$1.93M
GWM
1891
Greenwich Wealth Management
Connecticut
$1.93M -$60.8K -197 -3%
FWM
1892
Fingerlakes Wealth Management
New York
$1.92M +$30.9K +100 +2%
IIC
1893
Integrated Investment Consultants
Michigan
$1.92M +$5.87K +19 +0.3%
IDA
1894
Intelligence Driven Advisers
California
$1.92M +$13.3K +43 +0.7%
SMWM
1895
Silvia McColl Wealth Management
California
$1.92M
FCG
1896
Financial Connections Group
California
$1.91M -$51.3K -166 -3%
CA
1897
Centerpoint Advisors
Massachusetts
$1.91M -$146K -472 -7%
EWM
1898
Elmwood Wealth Management
California
$1.9M -$17.3K -56 -0.9%
TAM
1899
Tealwood Asset Management
Minnesota
$1.9M +$208K +675 +12%
MSFS
1900
Main Street Financial Solutions
Pennsylvania
$1.9M +$16.4K +53 +0.9%