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Berkshire Hathaway Class B

3,358 hedge funds and large institutions have $228B invested in Berkshire Hathaway Class B in 2022 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 1,414 increasing their positions, 1,274 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,358
Holders Change
-76
Holders Change %
-2.21%
% of All Funds
56.78%
Holding in Top 10
574
Holding in Top 10 Change
-75
Holding in Top 10 Change %
-11.56%
% of All Funds
9.71%
New
131
Increased
1,414
Reduced
1,274
Closed
165
Calls
$4.92B
Puts
$3.82B
Net Calls
+$1.1B
Net Calls Change
-$376M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
2526
Corundum Group
Colorado
$667K +$17.8K +65 +3%
CWM
2527
Concentrum Wealth Management
California
$667K +$344K +1,259 +106%
SHFA
2528
SC&H Financial Advisors
Maryland
$665K -$45K -165 -6%
HFBOT
2529
Home Federal Bank of Tennessee
Tennessee
$665K
MPM
2530
MBB Public Markets
Illinois
$663K +$663K +2,430 New
OFP
2531
OLIO Financial Planning
Virginia
$662K -$11.5K -42 -2%
S
2532
Surevest
California
$662K -$10.4K -38 -2%
RAM
2533
Riggs Asset Management
Pennsylvania
$662K
SFP
2534
Sandbox Financial Partners
Maryland
$662K +$118K +431 +22%
OWA
2535
One Wealth Advisors
California
$661K
CWP
2536
Curated Wealth Partners
California
$660K -$477K -1,752 -42%
CAG
2537
Compass Advisory Group
New York
$660K +$40.1K +147 +6%
PWM
2538
Peterson Wealth Management
Nevada
$658K +$658K +2,411 New
CBT
2539
CoreFirst Bank & Trust
Kansas
$655K -$198K -725 -23%
AWM
2540
Activest Wealth Management
Florida
$654K +$10.9K +40 +2%
CAM
2541
Congress Asset Management
Massachusetts
$654K +$41K +150 +7%
VIM
2542
Vista Investment Management
Pennsylvania
$653K +$11.7K +43 +2%
GTCM
2543
Gyon Technologies Capital Management
New Jersey
$653K +$653K +2,391 New
CA
2544
Centerpoint Advisors
Massachusetts
$652K -$66.9K -245 -9%
VFP
2545
Verus Financial Partners
Virginia
$652K -$12K -42 -2%
BP
2546
Broadleaf Partners
Ohio
$651K
AIA
2547
Alera Investment Advisors
Illinois
$650K -$22.1K -81 -3%
PS
2548
Planned Solutions
California
$650K
ECM
2549
Estabrook Capital Management
New York
$649K
SC
2550
Schoolcraft Capital
Colorado
$648K