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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 %
OAM
2176
Occidental Asset Management
California
$1.43M -$43K -126 -3%
FNWM
2177
Financial Network Wealth Management
Utah
$1.43M
CP
2178
Camelot Portfolios
Ohio
$1.43M -$125K -367 -8%
HTHT
2179
Hemenway Trust Hemenway Trust
New Hampshire
$1.43M +$47.7K +140 +3%
AFC
2180
AFT Forsyth & Company
Florida
$1.43M -$58K -170 -4%
NFSG
2181
Newbridge Financial Services Group
Florida
$1.43M -$106K -311 -7%
RFG
2182
RFP Financial Group
Georgia
$1.43M +$1.17M +3,428 +450%
HWP
2183
Heritage Wealth Partners
Ohio
$1.43M +$1.43M +4,186 New
PP
2184
Patten & Patten
Tennessee
$1.42M -$40.6K -119 -3%
AIC
2185
Archer Investment Corporation
Indiana
$1.42M -$154K -452 -10%
BAG
2186
Bridgewealth Advisory Group
California
$1.42M +$37.9K +111 +3%
CG
2187
CFO4Life Group
Texas
$1.42M +$140K +410 +11%
SRAM
2188
Spouting Rock Asset Management
Pennsylvania
$1.42M -$369K -1,081 -21%
DMBA
2189
Deseret Mutual Benefit Administrators
Utah
$1.42M +$42.6K +125 +3%
SCP
2190
Stevens Capital Partners
Nebraska
$1.41M +$26.3K +77 +2%
MLFP
2191
MPS Loria Financial Planners
Illinois
$1.41M
CWM
2192
Centric Wealth Management
Illinois
$1.41M +$709K +2,079 +102%
TNAM
2193
Terra Nova Asset Management
New York
$1.41M +$8.53K +25 +0.6%
CIP
2194
Convergence Investment Partners
Florida
$1.41M -$64.1K -188 -4%
BMM
2195
Buffington Mohr McNeal
Idaho
$1.4M +$34.1K +100 +2%
DPIM
2196
Duff & Phelps Investment Management
Illinois
$1.4M
HAIM
2197
Hunter Associates Investment Management
Pennsylvania
$1.4M -$122K -359 -8%
JGIA
2198
Jackson Grant Investment Advisers
Connecticut
$1.39M
CWM
2199
Curi Wealth Management
North Carolina
$1.39M +$268K +786 +24%
AP
2200
Atwood & Palmer
Missouri
$1.39M +$69.9K +205 +5%