BRK.B icon

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 %
AWM
1926
Angeles Wealth Management
California
$1.84M +$697K +2,258 +61%
RWA
1927
Redhawk Wealth Advisors
Minnesota
$1.83M +$77.8K +252 +4%
MCM
1928
Monarch Capital Management
Indiana
$1.83M -$9.88K -32 -0.5%
HFG
1929
Heron Financial Group
New York
$1.83M +$6.18K +20 +0.3%
HBW
1930
Hazlett, Burt & Watson
West Virginia
$1.83M +$238K +771 +15%
V
1931
ViaWealth
Kansas
$1.82M
BHIC
1932
Bassett Hargrove Investment Counsel
Delaware
$1.82M -$18.2K -59 -1%
BW
1933
BIP Wealth
Georgia
$1.81M +$1.81M +5,872 New
FPGK
1934
Financial Partners Group (Kansas)
Kansas
$1.81M +$24.1K +78 +1%
ABLA
1935
Alan B. Lancz & Associates
Ohio
$1.81M
EFG
1936
Everhart Financial Group
Ohio
$1.81M +$189K +611 +12%
LRIA
1937
Leonard Rickey Investment Advisors
Washington
$1.81M +$32.7K +106 +2%
LG
1938
LaFleur & Godfrey
Michigan
$1.8M +$35.2K +114 +2%
OL
1939
Optas LLC
Texas
$1.8M -$309 -1 -0%
EIA
1940
Eldridge Investment Advisors
New Hampshire
$1.8M -$6.18K -20 -0.3%
WMSA
1941
Weiss Multi-Strategy Advisers
New York
$1.8M
ANB
1942
Amarillo National Bank
Texas
$1.8M +$4.63K +15 +0.3%
VAM
1943
Verity Asset Management
North Carolina
$1.79M +$897K +2,906 +100%
EWM
1944
Executive Wealth Management
Michigan
$1.79M +$150K +485 +9%
RBC
1945
Romano Brothers & Co
Illinois
$1.79M +$3.09K +10 +0.2%
SCM
1946
Spreng Capital Management
Ohio
$1.79M -$12.4K -40 -0.7%
WWM
1947
Windsor Wealth Management
Indiana
$1.79M +$3.13K +10 +0.2%
GWM
1948
GSB Wealth Management
Connecticut
$1.78M -$9.88K -32 -0.6%
WP
1949
WealthShield Partners
North Carolina
$1.78M +$201K +650 +13%
AWA
1950
AmeriServ Wealth Advisors
Pennsylvania
$1.78M