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Berkshire Hathaway Class B

3,550 hedge funds and large institutions have $275B invested in Berkshire Hathaway Class B in 2022 Q4 according to their latest regulatory filings, with 383 funds opening new positions, 1,333 increasing their positions, 1,307 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,550
Holders Change
+227
Holders Change %
+6.83%
% of All Funds
57.28%
Holding in Top 10
691
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+13.46%
% of All Funds
11.15%
New
383
Increased
1,333
Reduced
1,307
Closed
89
Calls
$5.9B
Puts
$4.16B
Net Calls
+$1.74B
Net Calls Change
+$445M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
2601
EverSource Wealth Advisors
Alabama
$744K +$11.1K +36 +2%
SPW
2602
Sonoma Private Wealth
California
$744K +$744K +2,407 New
BC
2603
Barrett & Company
Rhode Island
$743K
VC
2604
Veracity Capital
Georgia
$743K +$77.2K +250 +12%
BC
2605
Belmont Capital
California
$741K +$710K +2,300 +2,300%
PFG
2606
PAX Financial Group
Texas
$740K -$33.4K -108 -4%
CAM
2607
Congress Asset Management
Massachusetts
$737K -$2.16K -7 -0.3%
PS
2608
Planned Solutions
California
$735K
SIA
2609
Strategic Investment Advisors
Michigan
$735K +$278K +900 +61%
KWM
2610
Kolinsky Wealth Management
New Jersey
$735K -$27.8K -90 -4%
FCP
2611
Fidelis Capital Partners
Florida
$734K +$734K +2,325 New
BWM
2612
BlackDiamond Wealth Management
New York
$733K +$49K +155 +7%
OLA
2613
Oliver Luxxe Assets
New Jersey
$732K
BP
2614
Broadleaf Partners
Ohio
$732K
EIG
2615
Ellenbecker Investment Group
Wisconsin
$731K -$18.5K -60 -2%
PAM
2616
Palisade Asset Management
Minnesota
$731K
COCM
2617
Charter Oak Capital Management
New Hampshire
$730K +$20.4K +66 +3%
FCAG
2618
First Capital Advisors Group
New Jersey
$729K -$41.1K -133 -5%
FPF
2619
First Pacific Financial
Washington
$728K -$54.1K -175 -7%
EW
2620
Element Wealth
Mississippi
$727K
SHFA
2621
SC&H Financial Advisors
Maryland
$726K -$23.8K -77 -3%
CAM
2622
Concorde Asset Management
Michigan
$719K -$7.72K -25 -1%
RCM
2623
Radnor Capital Management
Pennsylvania
$719K
LL
2624
LWMG LLC
Minnesota
$719K +$719K +2,327 New
TA
2625
Trellis Advisors
Washington
$718K -$4.94K -16 -0.7%