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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 %
FWMM
1901
Foundation Wealth Management (Missouri)
Missouri
$2.15M -$203K -596 -9%
MMHP
1902
Murphy Middleton Hinkle & Parker
Georgia
$2.14M -$157K -460 -7%
LW
1903
Linscomb Wealth
Texas
$2.14M -$204K -599 -9%
GWM
1904
GSB Wealth Management
Connecticut
$2.14M +$169K +496 +9%
LWM
1905
Lyell Wealth Management
California
$2.13M -$243K -714 -10%
SFG
1906
StrategIQ Financial Group
Indiana
$2.13M
VF
1907
Vawter Financial
Ohio
$2.13M -$30.7K -90 -1%
GC
1908
Gilbert & Cook
Iowa
$2.13M +$69.9K +205 +3%
WCAMG
1909
Woodard & Company Asset Management Group
North Carolina
$2.13M -$33.4K -98 -2%
IIM
1910
InTrack Investment Management
Vermont
$2.13M -$215K -631 -9%
SFG
1911
SevenBridge Financial Group
Pennsylvania
$2.12M +$40.2K +118 +2%
SMWM
1912
Silvia McColl Wealth Management
California
$2.12M
FWA
1913
FSM Wealth Advisors
Ohio
$2.11M +$45.3K +132 +2%
PFG
1914
Pinnacle Financial Group
Illinois
$2.11M +$20.1K +59 +1%
MWA
1915
Miller Wealth Advisors
Colorado
$2.11M +$2.07M +6,056 +4,884%
GWM
1916
Greenwich Wealth Management
Connecticut
$2.1M -$32.4K -95 -2%
BMC
1917
Benin Management Corp
Connecticut
$2.09M
CWM
1918
Cahaba Wealth Management
Georgia
$2.09M +$34.1K +100 +2%
BCM
1919
BlueCrest Capital Management
Jersey
$2.09M +$2.09M +6,125 New
MSFS
1920
Main Street Financial Solutions
Pennsylvania
$2.09M -$11.3K -33 -0.5%
GA
1921
GoalVest Advisory
New York
$2.08M -$67.5K -198 -3%
AWA
1922
Alta Wealth Advisors
Massachusetts
$2.08M +$51.5K +151 +3%
EWM
1923
Elmwood Wealth Management
California
$2.08M -$18.4K -54 -0.9%
WC
1924
Winmill & Co
New York
$2.08M
GWAG
1925
Garrett Wealth Advisory Group
Texas
$2.08M