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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 %
SCA
2001
Sage Capital Advisors
South Dakota
$1.61M +$218K +706 +16%
CIA
2002
Compass Ion Advisors
Pennsylvania
$1.61M
AA
2003
Auxano Advisors
Washington
$1.61M +$90.2K +292 +6%
FFA
2004
Founders Financial Alliance
North Carolina
$1.6M +$45.3K +141 +3%
NSAM
2005
North Star Asset Management
Wisconsin
$1.6M
SPC
2006
Stewart & Patten Company
California
$1.6M +$20.1K +65 +1%
GGI
2007
Godsey & Gibb Inc
Virginia
$1.59M +$1.59M +5,144 New
RPGK
2008
Retirement Planning Group (Kansas)
Kansas
$1.59M +$212K +685 +15%
CAGAS
2009
Capital Advisory Group Advisory Services
Minnesota
$1.59M +$43.5K +141 +3%
EWA
2010
Encompass Wealth Advisors
Oregon
$1.59M +$9.26K +30 +0.6%
FPWM
2011
FSB Premier Wealth Management
Iowa
$1.58M +$64.8K +210 +4%
Citadel Advisors
2012
Citadel Advisors
Florida
$1.58M -$248M -802,099 -99%
HC
2013
Hamilton Capital
Ohio
$1.58M +$66.1K +214 +4%
OWP
2014
Old Well Partners
North Carolina
$1.57M
BI
2015
Ballast Inc
Kentucky
$1.57M
BF
2016
Blankinship & Foster
California
$1.57M
BCG
2017
Breakwater Capital Group
New Jersey
$1.57M +$63.9K +207 +4%
GGS
2018
Galvin Gaustad & Stein
Arizona
$1.57M -$200K -647 -11%
LJAC
2019
L.J. Altfest & Co
New York
$1.57M -$12K -39 -0.8%
TP
2020
Tranquility Partners
Tennessee
$1.57M -$62.1K -201 -4%
MSA
2021
McAlister Sweet & Associates
Texas
$1.57M -$7.1K -23 -0.5%
NGA
2022
Naples Global Advisors
Florida
$1.55M -$72.6K -235 -4%
CMI
2023
Clare Market Investments
Texas
$1.55M +$15.1K +49 +1%
EI
2024
Ethic Inc
New York
$1.55M +$130K +422 +9%
HCMG
2025
Howard Capital Management Group
California
$1.55M +$61.8K +200 +4%