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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 %
MCM
1876
Maple Capital Management
Vermont
$2.23M -$22.8K -67 -1%
TC
1877
Trust Company
Kansas
$2.22M -$1.24M -3,639 -36%
OWA
1878
Octavia Wealth Advisors
Ohio
$2.22M -$32.1K -94 -1%
LFA
1879
Laraway Financial Advisors
Minnesota
$2.19M -$51.2K -150 -2%
TA
1880
TruWealth Advisors
Louisiana
$2.19M +$21.5K +63 +1%
EFG
1881
Everhart Financial Group
Ohio
$2.19M +$194K +568 +10%
NQWM
1882
Northwest Quadrant Wealth Management
Oregon
$2.19M
IDA
1883
Intelligence Driven Advisers
California
$2.18M +$74.8K +219 +4%
BSB
1884
Bangor Savings Bank
Maine
$2.18M -$6.48K -19 -0.3%
BAM
1885
Brave Asset Management
New Jersey
$2.18M
AWA
1886
Artemis Wealth Advisors
New York
$2.18M
VCP
1887
Verus Capital Partners
Arizona
$2.18M -$126K -370 -5%
KP
1888
Keel Point
Alabama
$2.18M +$121K +356 +6%
NB
1889
Nicolet Bankshares
Wisconsin
$2.17M -$58K -170 -3%
PCG
1890
Prosperity Consulting Group
Maryland
$2.17M -$61.4K -180 -3%
GC
1891
Guidance Capital
Kentucky
$2.17M +$2.17M +6,059 New
BFG
1892
Bouchey Financial Group
New York
$2.17M +$88K +258 +4%
MIC
1893
Meridian Investment Counsel
California
$2.17M +$3.41K +10 +0.2%
MCA
1894
Magnolia Capital Advisors
Mississippi
$2.16M -$7.16K -21 -0.3%
MFS
1895
Madrona Financial Services
Washington
$2.16M +$682 +2 +0%
CCM
1896
Condor Capital Management
New Jersey
$2.16M -$12.3K -36 -0.6%
TRIA
1897
Trail Ridge Investment Advisors
Colorado
$2.16M +$5.12K +15 +0.2%
CWAG
1898
Compton Wealth Advisory Group
Virginia
$2.16M -$5.12K -15 -0.2%
NDSI
1899
Newman Dignan & Sheerar Inc
Rhode Island
$2.16M
TWM
1900
Thrive Wealth Management
Pennsylvania
$2.15M +$294K +863 +16%