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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 %
AFO
1951
Arrowroot Family Office
California
$1.99M +$565K +1,657 +40%
WMSA
1952
Weiss Multi-Strategy Advisers
New York
$1.99M
HT
1953
Headlands Technologies
Illinois
$1.99M +$1.99M +5,823 New
VWM
1954
Venturi Wealth Management
Texas
$1.98M -$1.56M -4,569 -44%
BEI
1955
Benjamin Edwards Inc
Missouri
$1.98M -$76K -223 -4%
LRIA
1956
Leonard Rickey Investment Advisors
Washington
$1.98M -$15.7K -46 -0.8%
BCM
1957
Bourgeon Capital Management
Connecticut
$1.98M -$93.4K -274 -5%
V
1958
ViaWealth
Kansas
$1.97M -$40.9K -120 -2%
LFGO
1959
Legacy Financial Group (Oklahoma)
Oklahoma
$1.97M +$6.48K +19 +0.3%
WWM
1960
Windsor Wealth Management
Indiana
$1.97M +$16.7K +49 +0.9%
LTI
1961
Laffer Tengler Investments
Tennessee
$1.96M +$525K +1,541 +37%
ABLA
1962
Alan B. Lancz & Associates
Ohio
$1.96M -$34.1K -100 -2%
SL
1963
Stevard LLC
Illinois
$1.96M
RBC
1964
Romano Brothers & Co
Illinois
$1.95M -$25.6K -75 -1%
ROTUOC
1965
Regents of the University of California
California
$1.95M
WP
1966
WealthShield Partners
North Carolina
$1.95M -$14.7K -43 -0.7%
RIA
1967
Retirement Investment Advisors
Oklahoma
$1.95M +$1.95M +5,718 New
M
1968
MOTCO
Texas
$1.95M +$299K +876 +18%
JAFL
1969
Jay A. Fishman Ltd
Michigan
$1.95M +$10.9K +32 +0.6%
AIA
1970
Arbor Investment Advisors
North Carolina
$1.94M
ZIG
1971
Zullo Investment Group
Pennsylvania
$1.94M -$682 -2 -0%
FPFS
1972
First Personal Financial Services
North Carolina
$1.94M
CWM
1973
Cordatus Wealth Management
Pennsylvania
$1.94M +$1.94M +5,680 New
LG
1974
LaFleur & Godfrey
Michigan
$1.94M -$58K -170 -3%
PI
1975
PGGM Investments
Netherlands
$1.93M -$3.38M -9,913 -64%