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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 %
ORC
2101
O'Rourke & Company
Massachusetts
$1.39M +$60.2K +195 +5%
VFPI
2102
Vantage Financial Partners (Illinois)
Illinois
$1.39M -$100K -325 -7%
FC
2103
Fiduciary Counselling
Minnesota
$1.39M
FLI
2104
Family Legacy Inc
South Carolina
$1.39M +$89.5K +290 +7%
BWP
2105
BSW Wealth Partners
Colorado
$1.39M -$309 -1 -0%
LWAM
2106
Legacy Wealth Asset Management
Minnesota
$1.39M -$9.57K -31 -0.7%
NAMM
2107
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.39M +$1.39M +4,495 New
CWP
2108
Concord Wealth Partners
Virginia
$1.39M -$131K -424 -9%
EP
2109
Eudaimonia Partners
Tennessee
$1.38M -$28.7K -93 -2%
CT
2110
Clearstead Trust
Maine
$1.38M -$154K -500 -10%
PP
2111
Prosperity Planning
Missouri
$1.38M -$16.7K -54 -1%
LT
2112
Legacy Trust
Michigan
$1.38M -$11.4K -37 -0.8%
FPCG
2113
Fort Pitt Capital Group
Pennsylvania
$1.38M -$187K -607 -12%
ACM
2114
Armbruster Capital Management
New York
$1.38M +$29.3K +95 +2%
GGHC
2115
Gilder Gagnon Howe & Co
New York
$1.38M +$40.8K +132 +3%
HAIM
2116
Hunter Associates Investment Management
Pennsylvania
$1.38M -$451K -1,460 -25%
AC
2117
Allstate Corporation
Illinois
$1.38M -$19.9M -64,547 -94%
PT
2118
Plimoth Trust
Massachusetts
$1.38M +$54.7K +177 +4%
PO
2119
Private Ocean
California
$1.37M +$5.56K +18 +0.4%
SGI
2120
Summit Global Investments
Utah
$1.37M +$144K +466 +12%
GHA
2121
GW Henssler & Associates
Georgia
$1.37M -$46K -149 -3%
HT
2122
HighTower Trust
Texas
$1.37M +$338K +1,113 +33%
WCA
2123
Waypoint Capital Advisors
Minnesota
$1.36M -$21.3K -69 -2%
RWB
2124
RMR Wealth Builders
New Jersey
$1.36M +$469K +1,518 +52%
KFI
2125
Key Financial Inc
Pennsylvania
$1.36M +$203K +656 +18%