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Berkshire Hathaway Class A

1,032 hedge funds and large institutions have $43.9B invested in Berkshire Hathaway Class A in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 75 increasing their positions, 119 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
-3
Holders Change %
-0.29%
% of All Funds
17.85%
Holding in Top 10
117
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.54%
% of All Funds
2.02%
New
49
Increased
75
Reduced
119
Closed
37
Calls
$31.9M
Puts
$51.6M
Net Calls
-$19.7M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
226
AR Asset Management
California
$7.32M
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$7.32M +$406K +1 +6%
Mercer Global Advisors
228
Mercer Global Advisors
Colorado
$7.32M +$813K +2 +13%
WIM
229
WealthPlan Investment Management
Nebraska
$6.92M +$6.92M +15 New
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
$6.91M -$11.8M -29 -63%
WCM
231
Weik Capital Management
Pennsylvania
$6.91M
KFGK
232
Keystone Financial Group (Kentucky)
Kentucky
$6.91M
WCM
233
Wallace Capital Management
Texas
$6.91M
EWM
234
Evercore Wealth Management
New York
$6.91M
MWM
235
Modera Wealth Management
New Jersey
$6.91M
ESB
236
Essex Savings Bank
Connecticut
$6.91M
PC
237
Pecaut & Co
Iowa
$6.91M +$813K +2 +13%
WF
238
WoodTrust Financial
Wisconsin
$6.5M
DWP
239
Destiny Wealth Partners
Florida
$6.5M
CIA
240
Choate Investment Advisors
Massachusetts
$6.5M
GFPC
241
Global Financial Private Client
Florida
$6.2M
NAMM
242
NorthStar Asset Management (Massachusetts)
Massachusetts
$6.1M
Envestnet Asset Management
243
Envestnet Asset Management
Illinois
$6.1M -$4.88M -12 -44%
MJP
244
Michael J. Puzo
$6.1M -$406K -1 -6%
LI
245
LMCG Investments
Massachusetts
$6.1M
CAM
246
Carret Asset Management
New York
$6.1M
GAM
247
Griffin Asset Management
New York
$6.1M
VC
248
Vicus Capital
Pennsylvania
$6.1M
AWA
249
Arete Wealth Advisors
Illinois
$6.1M
OPS
250
Orion Portfolio Solutions
Nebraska
$6.1M