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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 %
CBC
2801
Coombe, Bender & Co
New York
$408K +$2.14K +8 +0.5%
BMA
2802
Brooks Moore & Associates
Tennessee
$407K
LBA
2803
Lowell Blake & Associates
Massachusetts
$407K +$5.34K +20 +1%
AIFAIM
2804
American Institute for Advanced Investment Management
Arizona
$406K
NL
2805
Navalign LLC
California
$406K +$30.4K +114 +8%
RWA
2806
Roberts Wealth Advisors
California
$405K
CC
2807
Corsicana & Co
Texas
$404K
BAWC
2808
Boyce & Associates Wealth Consulting
Texas
$404K
PS
2809
Portfolio Solutions
Michigan
$402K
PAA
2810
Peregrine Asset Advisers
Oregon
$402K +$86.7K +325 +27%
EP
2811
Edgestream Partners
New Jersey
$401K -$2.68M -10,043 -87%
CP
2812
Capital Planning
Washington
$401K
LNWWM
2813
Laird Norton Wetherby Wealth Management
California
$401K
PPWM
2814
PFG Private Wealth Management
Florida
$401K +$2.67K +10 +0.7%
LWMM
2815
Legacy Wealth Management (Mississippi)
Mississippi
$401K
T
2816
TrueFG
Texas
$400K
IC
2817
Iconiq Capital
California
$399K +$267 +1 +0.1%
APW
2818
Acima Private Wealth
Virginia
$398K
VCM
2819
Viewpoint Capital Management
Washington
$398K -$137K -375 -26%
WCWM
2820
Wooster Corthell Wealth Management
Connecticut
$398K
CCP
2821
Carmel Capital Partners
California
$397K +$31K +116 +8%
CPSC
2822
Carl P. Sherr & Co
Massachusetts
$397K +$61.4K +230 +18%
JHCP
2823
Jackson Hole Capital Partners
Oklahoma
$396K +$93.5K +350 +31%
SIA
2824
Strategic Investment Advisors
Michigan
$395K -$133K -499 -25%
DACG
2825
Donor Advised Charitable Giving
California
$395K