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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 %
SIC
2251
Sigma Investment Counselors
Michigan
$1.3M +$10.2K +30 +0.8%
W
2252
WealthOne
New York
$1.3M +$20.5K +60 +2%
OIA
2253
Optimum Investment Advisors
Illinois
$1.3M +$34.1K +100 +3%
GCM
2254
Gibraltar Capital Management
Oklahoma
$1.3M
CIS
2255
Continental Investors Services
Washington
$1.3M +$725K +2,092 +127%
MCM
2256
MV Capital Management
Maryland
$1.29M +$19.1K +56 +1%
CYG
2257
Clean Yield Group
Vermont
$1.29M
EFMC
2258
Empire Financial Management Company
New York
$1.29M -$682 -2 -0.1%
CCA
2259
Column Capital Advisors
Indiana
$1.28M -$116 -67 -0%
9WM
2260
9258 Wealth Management
Ohio
$1.28M +$73.3K +215 +6%
PWMG
2261
Prestige Wealth Management Group
New Jersey
$1.28M -$9.55K -28 -0.7%
WAOTB
2262
Wealth Advisors of Tampa Bay
Florida
$1.28M
OCM
2263
Osterweis Capital Management
California
$1.28M -$1.08M -3,156 -46%
HBT
2264
Heartland Bank & Trust
Illinois
$1.28M -$78.1K -229 -6%
MA
2265
MKT Advisors
California
$1.28M +$1.05K +3 +0.1%
KFI
2266
Key Financial Inc
Pennsylvania
$1.27M -$229K -671 -15%
SIA
2267
Strategic Investment Advisors
Michigan
$1.27M +$263K +772 +26%
CCFP
2268
Charles Carroll Financial Partners
Massachusetts
$1.27M +$244K +715 +24%
IFU
2269
iSAM Funds (UK)
United Kingdom
$1.27M +$1.02M +2,996 +412%
FCT
2270
First Community Trust
Iowa
$1.27M -$1.36K -4 -0.1%
CPRC
2271
Consolidated Portfolio Review Corp
New York
$1.27M +$29K +85 +2%
AWA
2272
Amplius Wealth Advisors
Pennsylvania
$1.26M -$6.48K -19 -0.5%
WAOI
2273
Wealth Advisors of Iowa
Iowa
$1.26M +$51.2K +150 +4%
CCM
2274
Community Capital Management
Florida
$1.26M
AMG
2275
Advisors Management Group
Wisconsin
$1.26M -$59.7K -175 -5%