BRK.B icon

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 %
WPA
2026
Winning Points Advisors
Florida
$1.55M
P
2027
&Partners
Tennessee
$1.54M
AWM
2028
Aries Wealth Management
Maine
$1.54M +$35.2K +114 +2%
AIM
2029
Alhambra Investment Management
Florida
$1.54M
PCM
2030
Pennsylvania Capital Management
Pennsylvania
$1.54M -$91.1K -295 -6%
GCM
2031
G2 Capital Management
Ohio
$1.53M +$15.4K +50 +1%
BST
2032
Bath Savings Trust
Maine
$1.53M +$108K +350 +8%
PWMG
2033
Provence Wealth Management Group
California
$1.53M +$328K +1,062 +27%
TFP
2034
Tilia Fiduciary Partners
North Carolina
$1.53M +$80.6K +261 +6%
GCM
2035
Galibier Capital Management
Ontario, Canada
$1.52M
FWTB
2036
First Western Trust Bank
Colorado
$1.52M -$64.2K -208 -4%
LWP
2037
Lumature Wealth Partners
Georgia
$1.52M -$18.5K -60 -1%
PCH
2038
PGIM Custom Harvest
New Jersey
$1.52M -$52.2K -169 -3%
UAS
2039
United Asset Strategies
New York
$1.51M -$3.09K -10 -0.2%
EFL
2040
ERn Financial LLC
Wisconsin
$1.51M +$313K +1,014 +26%
AIM
2041
ARGA Investment Management
Connecticut
$1.51M -$317K -1,027 -17%
CPP
2042
Capasso Planning Partners
South Carolina
$1.5M -$8.03K -26 -0.5%
OC
2043
Oarsman Capital
Wisconsin
$1.5M -$58K -188 -4%
MLA
2044
My Legacy Advisors
Oregon
$1.5M +$18.1K +58 +1%
PPWM
2045
Paragon Private Wealth Management
Kentucky
$1.5M +$253K +819 +20%
IGWM
2046
ICA Group Wealth Management
Colorado
$1.5M +$1.5M +4,842 New
AMBIA
2047
Allen Mooney & Barnes Investment Advisors
Georgia
$1.49M +$7.41K +24 +0.5%
M
2048
MOTCO
Texas
$1.49M
LWP
2049
LMG Wealth Partners
Louisiana
$1.49M +$9.57K +31 +0.6%
UBG
2050
United Bank (Georgia)
Georgia
$1.49M -$19.8K -64 -1%