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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 %
RIS
1976
Retirement Income Solutions
Michigan
$1.7M +$161K +520 +10%
AR
1977
Advisory Research
Illinois
$1.7M
QCM
1978
Qsemble Capital Management
New York
$1.7M +$1.7M +5,500 New
APWM
1979
Atlas Private Wealth Management
New York
$1.7M +$76.6K +248 +5%
HFS
1980
Hantz Financial Services
Michigan
$1.69M -$1.62M -5,241 -49%
TWM
1981
Thrive Wealth Management
Pennsylvania
$1.68M +$111K +361 +7%
AAM
1982
Aureus Asset Management
Massachusetts
$1.68M -$15.4K -50 -0.9%
PP
1983
Pegasus Partners
Wisconsin
$1.68M +$207K +670 +14%
AA
1984
Altman Advisors
Illinois
$1.67M -$288K -1,110 -15%
LWM
1985
Liberty Wealth Management
California
$1.67M +$1.67M +5,405 New
DSN
1986
D. Scott Neal
Kentucky
$1.67M
SA
1987
SL Advisors
New Jersey
$1.66M -$52.5K -170 -3%
GWM
1988
Gray Wealth Management
Maine
$1.66M +$115K +373 +7%
HL
1989
HeadInvest LLC
Maine
$1.65M -$4.94K -16 -0.3%
CAM
1990
CPA Asset Management
Florida
$1.64M
VFA
1991
Voya Financial Advisors
Connecticut
$1.64M -$420K -1,377 -20%
CCM
1992
Consolidated Capital Management
California
$1.64M
EDRIA
1993
Edmonds Duncan Registered Investment Advisors
Kansas
$1.64M
CCM
1994
Conway Capital Management
California
$1.63M +$26.2K +85 +2%
HZ
1995
Hixon Zuercher
Ohio
$1.62M -$34.6K -112 -2%
DBRC
1996
D.B. Root & Company
Pennsylvania
$1.62M +$59.9K +194 +4%
SRAM
1997
Spouting Rock Asset Management
Pennsylvania
$1.62M +$193K +626 +14%
BMWM
1998
Brown Miller Wealth Management
Virginia
$1.62M
VDI
1999
Vaughan David Investments
Illinois
$1.62M
TFA
2000
Tranquilli Financial Advisor
New Jersey
$1.61M +$57.4K +186 +4%