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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 %
RHJA
2451
Rice Hall James & Associates
California
$1.01M -$1.71K -5 -0.2%
KTA
2452
Keeley-Teton Advisors
Illinois
$1.01M
PWAM
2453
Pinnacle West Asset Management
Wyoming
$1M +$114K +335 +13%
DC
2454
DeDora Capital
California
$1M -$34.8K -102 -3%
RWM
2455
Revisor Wealth Management
Ohio
$1M +$56.3K +165 +6%
HA
2456
Herold Advisors
New York
$1M +$148K +433 +17%
GPA
2457
Guerra Pan Advisors
New Jersey
$999K +$85.6K +251 +9%
CRIG
2458
Charter Research & Investment Group
Connecticut
$999K +$171K +500 +21%
GHA
2459
Granite Harbor Advisors
Texas
$998K +$28.3K +83 +3%
EL
2460
Essex LLC
Illinois
$997K -$8.53K -25 -0.8%
PP
2461
Patron Partners
Texas
$996K -$3.07K -9 -0.3%
MHWM
2462
Montz Harcus Wealth Management
Louisiana
$996K +$79.8K +234 +9%
IA
2463
IAM Advisory
Pennsylvania
$996K +$3.41K +10 +0.3%
AWAU
2464
Alliance Wealth Advisors (Utah)
Utah
$994K +$69.9K +205 +8%
MCC
2465
Money Concepts Capital
Florida
$993K -$207K -607 -17%
SFS
2466
Security Financial Services
Indiana
$991K +$473K +1,387 +91%
PW
2467
Peninsula Wealth
California
$988K +$65.8K +193 +7%
FFA
2468
Fi3 Financial Advisors
Indiana
$988K +$81.8K +240 +9%
PSP
2469
Pacific Sage Partners
Washington
$986K -$1.36K -4 -0.1%
EFG
2470
Ethos Financial Group
Pennsylvania
$986K
IF
2471
Integrity Financial
Wyoming
$985K +$341 +1 +0%
MC
2472
Machina Capital
France
$983K -$336K -986 -25%
CWG
2473
Crown Wealth Group
North Carolina
$982K -$316K -926 -24%
OCM
2474
Objective Capital Management
Ohio
$982K +$22.5K +66 +2%
SFP
2475
Sandbox Financial Partners
Maryland
$980K +$5.8K +17 +0.6%