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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 %
BMC
1901
Benin Management Corp
Connecticut
$1.9M +$71.6K +232 +4%
PFG
1902
Pinnacle Financial Group
Illinois
$1.89M +$142K +459 +8%
HGERS
1903
Householder Group Estate & Retirement Specialist
Arizona
$1.89M +$183K +592 +11%
WC
1904
Winmill & Co
New York
$1.89M
GWAG
1905
Garrett Wealth Advisory Group
Texas
$1.89M -$26.9K -87 -1%
SFG
1906
SevenBridge Financial Group
Pennsylvania
$1.89M
CFG
1907
CMC Financial Group
Georgia
$1.89M -$61.8K -200 -3%
BFG
1908
Bouchey Financial Group
New York
$1.88M +$61.7K +200 +3%
BCM
1909
Bourgeon Capital Management
Connecticut
$1.87M +$30.3K +98 +2%
WCG
1910
Weaver Consulting Group
California
$1.87M +$51.6K +167 +3%
FMLI
1911
Fukoku Mutual Life Insurance
Japan
$1.87M
GC
1912
Gilbert & Cook
Iowa
$1.87M +$29K +94 +2%
BEI
1913
Benjamin Edwards Inc
Missouri
$1.86M +$68.8K +223 +4%
HCM
1914
Hall Capital Management
Rhode Island
$1.86M +$4.01K +13 +0.2%
CWM
1915
Cahaba Wealth Management
Georgia
$1.86M -$358K -1,161 -16%
KP
1916
Keel Point
Alabama
$1.86M -$17.9K -58 -1%
TBWA
1917
Three Bridge Wealth Advisors
California
$1.86M +$73.8K +239 +4%
FWA
1918
FSM Wealth Advisors
Ohio
$1.86M +$274K +886 +17%
PTC
1919
Provident Trust Company
Wisconsin
$1.86M
PWS
1920
Paragon Wealth Strategies
Florida
$1.86M
IIM
1921
Intact Investment Management
Quebec, Canada
$1.85M +$247K +800 +15%
LWMG
1922
Levy Wealth Management Group
Pennsylvania
$1.85M +$662K +2,145 +56%
TAM
1923
Townsend Asset Management
North Carolina
$1.85M -$128K -415 -6%
TPW
1924
Transatlantique Private Wealth
New York
$1.84M -$13.9K -45 -0.7%
AWA
1925
Alta Wealth Advisors
Massachusetts
$1.84M +$1.84M +5,962 New