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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 %
HCM
1926
Hall Capital Management
Rhode Island
$2.07M +$16K +47 +0.8%
AP
1927
Adero Partners
California
$2.07M -$71.3K -209 -3%
PWS
1928
Paragon Wealth Strategies
Florida
$2.07M +$23.2K +68 +1%
CFG
1929
CMC Financial Group
Georgia
$2.07M -$14.3K -42 -0.7%
FMLI
1930
Fukoku Mutual Life Insurance
Japan
$2.06M
WCG
1931
Weaver Consulting Group
California
$2.06M -$7.16K -21 -0.3%
CA
1932
Centerpoint Advisors
Massachusetts
$2.05M -$52.9K -155 -3%
IIC
1933
Integrated Investment Consultants
Michigan
$2.05M -$67.9K -199 -3%
PTC
1934
Provident Trust Company
Wisconsin
$2.05M
CWP
1935
CFM Wealth Partners
Texas
$2.05M +$151K +442 +8%
SSWM
1936
Strait & Sound Wealth Management
California
$2.05M -$513K -1,504 -20%
LWMG
1937
Levy Wealth Management Group
Pennsylvania
$2.04M -$341 -1 -0%
TB
1938
Treynor Bancshares
Iowa
$2.04M -$127K -404 -6%
FPGK
1939
Financial Partners Group (Kansas)
Kansas
$2.03M -$17.8K -51 -0.9%
TPW
1940
Transatlantique Private Wealth
New York
$2.03M -$3.75K -11 -0.2%
G
1941
GenTrust
Florida
$2.03M -$256K -750 -11%
FWM
1942
Fingerlakes Wealth Management
New York
$2.03M -$94.1K -276 -4%
AWM
1943
Angeles Wealth Management
California
$2.02M -$6.14K -18 -0.3%
MCM
1944
Monarch Capital Management
Indiana
$2.02M
OL
1945
Optas LLC
Texas
$2.02M +$28K +82 +1%
TAM
1946
Townsend Asset Management
North Carolina
$2.02M -$24.9K -73 -1%
HFG
1947
Heron Financial Group
New York
$2.01M -$6.14K -18 -0.3%
GWM
1948
Gray Wealth Management
Maine
$2.01M +$181K +531 +10%
HBW
1949
Hazlett, Burt & Watson
West Virginia
$2.01M -$8.52K -25 -0.4%
PWM
1950
Palumbo Wealth Management
New York
$2M +$1.74M +5,095 +664%