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Berkshire Hathaway Class B

3,323 hedge funds and large institutions have $222B invested in Berkshire Hathaway Class B in 2022 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 1,492 increasing their positions, 1,124 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,323
Holders Change
-35
Holders Change %
-1.04%
% of All Funds
57.46%
Holding in Top 10
609
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+6.1%
% of All Funds
10.53%
New
118
Increased
1,492
Reduced
1,124
Closed
108
Calls
$4.44B
Puts
$3.15B
Net Calls
+$1.29B
Net Calls Change
+$194M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
2576
Concentric Wealth Management
California
$590K
JWS
2577
Juncture Wealth Strategies
Arizona
$590K +$72.6K +272 +14%
HCM
2578
Hengehold Capital Management
Ohio
$589K +$11.7K +44 +2%
LFA
2579
Legend Financial Advisors
Pennsylvania
$588K -$20.6K -77 -3%
NCM
2580
Noesis Capital Mangement
Florida
$587K +$10.7K +40 +2%
CIA
2581
Cascade Investment Advisors
Oregon
$585K -$183K -620 -24%
FDS
2582
First Dallas Securities
Texas
$581K
MGAM
2583
McGowan Group Asset Management
Texas
$581K
CWM
2584
CarsonAllaria Wealth Management
Illinois
$581K +$39.3K +147 +7%
FMP
2585
Financial Management Professionals
Texas
$579K +$2.67K +10 +0.5%
BCMLT
2586
Beacon Capital Management LLC (Tennessee)
Tennessee
$578K -$6.84K -25 -1%
PWM
2587
Prentice Wealth Management
New York
$577K +$577K +2,159 New
CPW
2588
Catalyst Private Wealth
California
$576K -$1.87K -7 -0.3%
VC
2589
Veracity Capital
Georgia
$576K +$26.7K +100 +5%
EWA
2590
ERTS Wealth Advisors
Michigan
$575K -$3.74K -14 -0.6%
SI
2591
SimpliFi Inc
California
$574K
KIC
2592
Keating Investment Counselors
Florida
$573K
TFO
2593
Tarbox Family Office
California
$571K
VBCG
2594
Valley Brook Capital Group
Pennsylvania
$570K
WFA
2595
Wipfli Financial Advisors
Wisconsin
$570K +$32.9K +123 +6%
SIA
2596
Sage Investment Advisers
New York
$570K +$144K +540 +34%
AF
2597
Alerus Financial
North Dakota
$569K -$15K -56 -3%
HCM
2598
Highview Capital Management
Illinois
$569K +$37.4K +140 +7%
ECM
2599
Estabrook Capital Management
New York
$569K -$66.2K -248 -10%
AFAS
2600
Acorn Financial Advisory Services
Virginia
$568K +$17.7K +66 +3%