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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 %
EFL
2101
ERn Financial LLC
Wisconsin
$1.59M -$77.4K -227 -5%
SW
2102
SkyOak Wealth
Michigan
$1.59M +$270K +792 +20%
AWG
2103
Altus Wealth Group
Colorado
$1.59M +$2.39K +7 +0.2%
UBG
2104
United Bank (Georgia)
Georgia
$1.59M -$55.9K -164 -3%
AFS
2105
Aft Forsyth & Sober
Florida
$1.59M
PNAA
2106
Pictet North America Advisors
Switzerland
$1.59M
ACM
2107
Adalta Capital Management
New York
$1.58M +$141K +415 +10%
SA
2108
Shilanski & Associates
Alaska
$1.58M +$37.9K +111 +2%
CC
2109
Capital Counsel
New York
$1.57M
SF
2110
Symphony Financial
Texas
$1.57M +$497K +1,474 +46%
RFN
2111
RDA Financial Network
Iowa
$1.57M +$83.9K +246 +6%
IIM
2112
Intact Investment Management
Quebec, Canada
$1.57M -$477K -1,400 -23%
LCM
2113
LVM Capital Management
Michigan
$1.57M
HRC
2114
Hoertkorn Richard Charles
$1.56M
BA
2115
Bluesphere Advisors
Pennsylvania
$1.56M -$682 -2 -0%
GCM
2116
Galibier Capital Management
Ontario, Canada
$1.56M -$121K -355 -7%
CWP
2117
Concord Wealth Partners
Virginia
$1.56M +$25.6K +75 +2%
GCM
2118
Genus Capital Management
British Columbia, Canada
$1.55M +$1.55M +4,547 New
KMWM
2119
Keudell/Morrison Wealth Management
Oregon
$1.55M -$19.1K -56 -1%
MMG
2120
Monetary Management Group
Missouri
$1.55M
PT
2121
Plimoth Trust
Massachusetts
$1.55M +$27.3K +80 +2%
Edgewood Management
2122
Edgewood Management
Connecticut
$1.55M
FWP
2123
Firethorn Wealth Partners
Georgia
$1.54M +$47.1K +138 +3%
SHGA
2124
Sand Hill Global Advisors
California
$1.54M -$81.8K -240 -5%
SFS
2125
Strategic Financial Services
New York
$1.54M