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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 %
APS
2301
American Planning Services
Florida
$1.08M -$10.3M -33,383 -90%
SWM
2302
Silverlake Wealth Management
Vermont
$1.08M
TWM
2303
TMD Wealth Management
Arizona
$1.08M
C
2304
Certuity
Florida
$1.08M +$63K +204 +6%
JC
2305
JB Capital
Connecticut
$1.08M -$36.7K -119 -3%
TWM
2306
TriaGen Wealth Management
California
$1.07M
SMI
2307
Shelter Mutual Insurance
Missouri
$1.07M
TCWM
2308
Total Clarity Wealth Management
Illinois
$1.07M -$119K -386 -10%
NIC
2309
Northwest Investment Counselors
Oregon
$1.07M +$6.18K +20 +0.6%
LF
2310
LifeSteps Financial
California
$1.07M -$124K -400 -10%
PRWA
2311
Platte River Wealth Advisors
Colorado
$1.07M +$24.7K +80 +2%
AFT
2312
Alpha Family Trust
California
$1.07M +$74.1K +240 +7%
SWM
2313
Scissortail Wealth Management
Oklahoma
$1.06M +$1.06M +3,451 New
NCM
2314
Northwest Capital Management
Oregon
$1.06M +$47.2K +153 +5%
BONST
2315
Bank of Nova Scotia Trust
Ontario, Canada
$1.06M
JMFC
2316
J.M. Forbes & Co
Massachusetts
$1.06M +$7.72K +25 +0.7%
JJBC
2317
James J. Burns & Company
New York
$1.06M +$1.06M +3,428 New
KPWG
2318
KFA Private Wealth Group
Virginia
$1.06M +$157K +510 +17%
RWI
2319
Red Wave Investments
Pennsylvania
$1.06M -$5.25K -17 -0.5%
BCM
2320
Basso Capital Management
Connecticut
$1.06M
TFGT
2321
TS Financial Group (TSFG)
Illinois
$1.06M
EP
2322
Essential Planning
New Hampshire
$1.06M -$128K -428 -11%
FNB
2323
Farmers National Bank
Kentucky
$1.06M -$7.72K -25 -0.7%
BOM
2324
Bank of Marin
California
$1.06M -$3.09K -10 -0.3%
GA
2325
Greenspring Advisors
Maryland
$1.05M +$309 +1 +0%