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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 %
SCM
2001
Spreng Capital Management
Ohio
$1.85M -$128K -375 -6%
BCG
2002
Breakwater Capital Group
New Jersey
$1.84M +$107K +313 +6%
FFA
2003
Founders Financial Alliance
North Carolina
$1.84M +$147K +430 +9%
DSN
2004
D. Scott Neal
Kentucky
$1.84M
NGA
2005
Naples Global Advisors
Florida
$1.84M +$124K +365 +7%
BHIC
2006
Bassett Hargrove Investment Counsel
Delaware
$1.84M +$18.2K +59 +1%
TFA
2007
Tranquilli Financial Advisor
New Jersey
$1.84M +$58.7K +172 +3%
SA
2008
SL Advisors
New Jersey
$1.83M
VFA
2009
Voya Financial Advisors
Connecticut
$1.83M +$20.9K +62 +1%
VCAM
2010
Van Cleef Asset Management
Ohio
$1.83M -$426K -1,250 -19%
DBRC
2011
D.B. Root & Company
Pennsylvania
$1.82M +$34.8K +102 +2%
UAS
2012
United Asset Strategies
New York
$1.82M +$147K +432 +9%
SAF
2013
Smith Anglin Financial
Texas
$1.82M +$518K +1,518 +40%
CAM
2014
CPA Asset Management
Florida
$1.81M
CCM
2015
Consolidated Capital Management
California
$1.81M
EDRIA
2016
Edmonds Duncan Registered Investment Advisors
Kansas
$1.81M
PCH
2017
PGIM Custom Harvest
New Jersey
$1.8M +$128K +374 +8%
TP
2018
Tranquility Partners
Tennessee
$1.8M +$68.5K +201 +4%
PWMG
2019
Provence Wealth Management Group
California
$1.8M +$106K +311 +6%
AWA
2020
AmeriServ Wealth Advisors
Pennsylvania
$1.79M -$171K -500 -9%
BMWM
2021
Brown Miller Wealth Management
Virginia
$1.79M
CIA
2022
Compass Ion Advisors
Pennsylvania
$1.79M +$11.9K +35 +0.7%
OC
2023
Oarsman Capital
Wisconsin
$1.78M +$122K +357 +7%
SCA
2024
Sage Capital Advisors
South Dakota
$1.77M -$6.48K -19 -0.4%
RPGK
2025
Retirement Planning Group (Kansas)
Kansas
$1.77M +$18.4K +54 +1%