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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 %
PAM
1976
Paradigm Asset Management
New York
$1.93M -$2.66M -7,800 -58%
SAM
1977
Steinberg Asset Management
New York
$1.93M
GB
1978
Goepper Burkhardt
South Carolina
$1.93M
NB
1979
Northwest Bancshares
Pennsylvania
$1.93M -$31K -91 -2%
BW
1980
BIP Wealth
Georgia
$1.92M -$77.4K -227 -4%
TBWA
1981
Three Bridge Wealth Advisors
California
$1.92M -$130K -381 -6%
TAM
1982
Tealwood Asset Management
Minnesota
$1.92M -$180K -529 -9%
MWM
1983
Mattern Wealth Management
Kansas
$1.92M -$24.9K -73 -1%
FGI
1984
Foresight Global Investors
New York
$1.91M
NWA
1985
New World Advisors
Massachusetts
$1.9M
FCM
1986
Firestone Capital Management
Florida
$1.9M
TFP
1987
Tilia Fiduciary Partners
North Carolina
$1.89M +$207K +606 +12%
RIS
1988
Retirement Income Solutions
Michigan
$1.89M +$13K +38 +0.7%
AFM
1989
Armstrong Fleming & Moore
District of Columbia
$1.89M +$1.89M +5,538 New
CIC
1990
Cutler Investment Counsel
Oregon
$1.89M -$1.71K -5 -0.1%
MLA
1991
My Legacy Advisors
Oregon
$1.88M +$238K +694 +14%
SIC
1992
Schwartz Investment Counsel
Michigan
$1.88M -$34.1K -100 -2%
LWM
1993
Liberty Wealth Management
California
$1.88M +$35.5K +104 +2%
EWS
1994
Evergreen Wealth Solutions
Pennsylvania
$1.87M -$59K -173 -3%
HFS
1995
Hantz Financial Services
Michigan
$1.87M +$8.87K +26 +0.5%
LNWTC
1996
Laird Norton Wetherby Trust Company
Washington
$1.86M -$24.2K -71 -1%
HL
1997
HeadInvest LLC
Maine
$1.85M -$64.1K -179 -3%
AAM
1998
Aureus Asset Management
Massachusetts
$1.85M
PP
1999
Pegasus Partners
Wisconsin
$1.85M
FWM
2000
Fairhaven Wealth Management
Illinois
$1.85M +$1.85M +5,426 New