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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 %
FW
2401
FirstPurpose Wealth
Utah
$1.07M +$18.8K +55 +2%
CIG
2402
Cascade Investment Group
Colorado
$1.06M +$53.2K +156 +5%
CIM
2403
Chapman Investment Management
California
$1.06M
NF
2404
Norwood Financial
Pennsylvania
$1.06M -$51.2K -150 -5%
SFG
2405
Summit Financial Group
West Virginia
$1.06M
DTC
2406
Davidson Trust Company
Washington
$1.06M +$586K +1,718 +124%
SFG
2407
Sovereign Financial Group
Connecticut
$1.06M +$19.8K +58 +2%
HWM
2408
Hohimer Wealth Management
Washington
$1.06M
MFS
2409
Mirabella Financial Services
United Kingdom
$1.06M +$1.06M +3,094 New
ITIM
2410
Indiana Trust & Investment Management
Indiana
$1.05M -$8.18K -24 -0.8%
Fuller & Thaler Asset Management
2411
Fuller & Thaler Asset Management
California
$1.05M +$283K +829 +37%
GFWA
2412
Grey Fox Wealth Advisors
Delaware
$1.05M -$330K -967 -24%
AFAS
2413
Acorn Financial Advisory Services
Virginia
$1.05M +$3.41K +10 +0.3%
FUBT
2414
First United Bank & Trust
Maryland
$1.05M
PCA
2415
Prosperity Capital Advisors
Ohio
$1.05M +$14K +41 +1%
HGWM
2416
Horst & Graben Wealth Management
Oregon
$1.05M -$8.87K -26 -0.8%
MSWM
2417
McGlone Suttner Wealth Management
Wisconsin
$1.05M -$10.6K -31 -1%
TC
2418
Tacita Capital
Ontario, Canada
$1.05M
IC
2419
Inscription Capital
Texas
$1.04M -$10.2K -30 -1%
BWM
2420
Benchmark Wealth Management
Connecticut
$1.04M -$3.41K -10 -0.3%
MCWS
2421
McKinley Carter Wealth Services
West Virginia
$1.04M -$61K -179 -6%
BWIA
2422
Bryant Woods Investment Advisors
New York
$1.04M
VBFP
2423
Valtinson Bruner Financial Planning
Minnesota
$1.04M +$5.8K +17 +0.6%
NRC
2424
New Republic Capital
North Carolina
$1.03M +$37.2K +109 +4%
HFS
2425
Howard Financial Services
Texas
$1.03M -$22.8K -67 -2%