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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 %
HCA
2326
Harbour Capital Advisors
Virginia
$1.18M -$239K -700 -17%
LF
2327
LifeSteps Financial
California
$1.18M -$682 -2 -0.1%
IWN
2328
Independent Wealth Network
Iowa
$1.18M +$26.3K +77 +2%
PRWA
2329
Platte River Wealth Advisors
Colorado
$1.18M
CG
2330
Clarus Group
Texas
$1.18M +$43.6K +128 +4%
OQS
2331
Occudo Quantitative Strategies
Florida
$1.18M +$1.18M +3,451 New
AFT
2332
Alpha Family Trust
California
$1.18M
DBG
2333
De Burlo Group
Massachusetts
$1.18M +$310K +910 +36%
RWI
2334
Red Wave Investments
Pennsylvania
$1.17M +$2.39K +7 +0.2%
FNB
2335
Farmers National Bank
Kentucky
$1.17M +$2.39K +7 +0.2%
BA
2336
Bridgewater Associates
Connecticut
$1.17M +$524K +1,536 +81%
NCM
2337
Northwest Capital Management
Oregon
$1.16M -$10.9K -32 -0.9%
ST
2338
Sageworth Trust
Pennsylvania
$1.16M -$2.18M -6,379 -65%
KPWG
2339
KFA Private Wealth Group
Virginia
$1.16M -$11.9K -35 -1%
GAG
2340
GM Advisory Group
New York
$1.16M +$36.5K +107 +3%
PWM
2341
Peterson Wealth Management
Nevada
$1.16M +$236K +693 +26%
RW
2342
RVW Wealth
California
$1.15M -$144K -421 -11%
BONST
2343
Bank of Nova Scotia Trust
Ontario, Canada
$1.15M -$17.7K -52 -2%
OHWA
2344
Oak Hill Wealth Advisors
Virginia
$1.15M +$147K +431 +15%
KIG
2345
Kowal Investment Group
Wisconsin
$1.15M +$682 +2 +0.1%
PL
2346
Perpetual Ltd
Australia
$1.15M -$160K -470 -12%
IA
2347
Insight Advisors
Pennsylvania
$1.15M -$52.5K -154 -4%
CFLC
2348
California First Leasing Corp
California
$1.15M
SOS
2349
Silver Oak Securities
Tennessee
$1.15M +$80.8K +237 +8%
WWP
2350
WR Wealth Planners
Missouri
$1.15M +$280K +821 +32%