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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 %
FCM
2276
Fortis Capital Management
Washington
$1.11M +$30.9K +100 +3%
AW
2277
Avion Wealth
Texas
$1.11M +$15.8K +51 +1%
SHJ
2278
Sharkey, Howes & Javer
Colorado
$1.11M -$57.7K -187 -5%
PWM
2279
PBMares Wealth Management
Virginia
$1.1M +$13.6K +44 +1%
D
2280
Diversified
Delaware
$1.1M +$9.57K +31 +0.9%
ODG
2281
O'Dell Group
Ohio
$1.1M
SAM
2282
S.A. Mason
Michigan
$1.1M +$34K +110 +3%
GCA
2283
Guardian Capital Advisors
Ontario, Canada
$1.1M +$59.8K +190 +6%
FIM
2284
Fernwood Investment Management
Massachusetts
$1.1M +$68.5K +222 +7%
WAOI
2285
Wealth Advisors of Iowa
Iowa
$1.1M +$1.54K +5 +0.1%
9WM
2286
9258 Wealth Management
Ohio
$1.1M +$926 +3 +0.1%
PG
2287
Proffitt & Goodson
Tennessee
$1.09M -$4.63K -15 -0.4%
SSG
2288
Summit Securities Group
New York
$1.09M +$529K +1,714 +94%
RFA
2289
Register Financial Advisors
Georgia
$1.09M -$7.72K -25 -0.7%
SIA
2290
SkyView Investment Advisors
New Jersey
$1.09M -$10.2K -33 -0.9%
WPW
2291
Watershed Private Wealth
Illinois
$1.09M +$8.03K +26 +0.7%
LK
2292
Lumbard & Kellner
New Hampshire
$1.09M
BP
2293
BCK Partners
New York
$1.09M
KWM
2294
Keebeck Wealth Management
Illinois
$1.09M
IA
2295
Insight Advisors
Pennsylvania
$1.09M -$167K -541 -13%
WAS
2296
Wealth Advisory Solutions
Indiana
$1.09M +$38.6K +125 +4%
SP
2297
SWS Partners
Ohio
$1.09M +$1.09M +3,522 New
MCC
2298
Money Concepts Capital
Florida
$1.09M -$2.81M -9,102 -72%
JSL
2299
JT Stratford LLC
Georgia
$1.09M -$646K -2,092 -37%
GA
2300
Geller Advisors
New York
$1.09M +$245K +793 +29%