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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 %
SWA
2276
Sax Wealth Advisors
New Jersey
$1.26M -$119K -348 -9%
TCM
2277
Tandem Capital Management
New Jersey
$1.25M +$25.9K +76 +2%
PWA
2278
Physician Wealth Advisors
Utah
$1.25M +$20.5K +60 +2%
FIM
2279
Fernwood Investment Management
Massachusetts
$1.25M +$44.8K +132 +4%
VCM
2280
Virtue Capital Management
Tennessee
$1.25M -$29K -85 -2%
MJP
2281
Michael J. Puzo
$1.25M -$15.3K -45 -1%
TCWM
2282
Total Clarity Wealth Management
Illinois
$1.25M +$66.5K +195 +6%
LCM
2283
Liberty Capital Management
Michigan
$1.25M
CIA
2284
Cladis Investment Advisory
Montana
$1.25M +$11.9K +35 +1%
TI
2285
Trigran Investments
Illinois
$1.24M
SAM
2286
Sequent Asset Management
Texas
$1.24M -$49.4K -145 -4%
SIC
2287
SFE Investment Counsel
California
$1.24M -$8.53K -25 -0.7%
FC
2288
Family CFO
California
$1.24M -$118K -346 -9%
FEM
2289
Fulcrum Equity Management
Texas
$1.24M +$5.12K +15 +0.4%
BA
2290
Bard Associates
Illinois
$1.24M -$17.1K -50 -1%
QIM
2291
Quantitative Investment Management
Virginia
$1.24M -$1.68M -4,921 -58%
FCM
2292
Fortis Capital Management
Washington
$1.24M +$12.3K +36 +1%
FCM
2293
Fourpath Capital Management
Oklahoma
$1.24M
RGF
2294
Retirement Guys Formula
Ohio
$1.23M -$57.3K -168 -4%
E
2295
Ergoteles
New York
$1.23M +$1.23M +3,615 New
EP
2296
Essential Planning
New Hampshire
$1.23M +$21.5K +63 +2%
SHJ
2297
Sharkey, Howes & Javer
Colorado
$1.22M
GSAM
2298
Grant Street Asset Management
Pennsylvania
$1.22M +$185K +543 +18%
PG
2299
Proffitt & Goodson
Tennessee
$1.22M +$14.7K +43 +1%
CCG
2300
Coastwise Capital Group
California
$1.22M +$68.2K +200 +6%