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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 %
PCM
2051
Pennsylvania Capital Management
Pennsylvania
$1.7M +$682 +2 +0%
WFI
2052
West Family Investments
California
$1.7M +$1.7M +4,972 New
GCM
2053
G2 Capital Management
Ohio
$1.69M
IF
2054
Intrua Financial
Texas
$1.69M +$138K +406 +9%
AAM
2055
Ascension Asset Management
New York
$1.69M +$1.69M +4,959 New
APM
2056
Advanced Portfolio Management
New York
$1.69M +$1.69M +4,945 New
JWM
2057
Jupiter Wealth Management
Colorado
$1.69M +$220K +645 +15%
MAC
2058
Mason & Associates (California)
California
$1.69M +$362K +1,062 +27%
GGS
2059
Galvin Gaustad & Stein
Arizona
$1.68M -$49.8K -146 -3%
WHC
2060
Wulff, Hansen & Co
California
$1.68M +$1.68M +4,932 New
EFSCE
2061
Enterprise Financial Services Corp (EFSC)
Missouri
$1.68M +$111K +326 +7%
HCMG
2062
Howard Capital Management Group
California
$1.67M -$38.2K -112 -2%
AA
2063
Alta Advisers
United Kingdom
$1.67M +$102K +300 +7%
CPP
2064
Capasso Planning Partners
South Carolina
$1.67M +$8.87K +26 +0.5%
AIM
2065
ARGA Investment Management
Connecticut
$1.67M
LWP
2066
Lumature Wealth Partners
Georgia
$1.67M -$11.9K -35 -0.7%
AGC
2067
Aspen Grove Capital
Colorado
$1.66M +$664K +1,947 +66%
CT
2068
Clearstead Trust
Maine
$1.66M +$201K +617 +14%
LWP
2069
LMG Wealth Partners
Louisiana
$1.66M +$13K +38 +0.8%
KWS
2070
Keystone Wealth Services
California
$1.65M +$42.6K +125 +3%
ORC
2071
O'Rourke & Company
Massachusetts
$1.65M +$110K +323 +7%
FWTB
2072
First Western Trust Bank
Colorado
$1.64M -$35.5K -104 -2%
AIIMS
2073
Analyst IMS Investment Management Services
Israel
$1.64M +$16.5K +49 +1%
SCA
2074
Sippican Capital Advisors
Massachusetts
$1.64M
FFS
2075
Founders Financial Securities
Maryland
$1.64M +$29.3K +86 +2%