BRK.B icon

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 %
TWP
2801
Tower Wealth Partners
Pennsylvania
$563K
MA
2802
MBA Advisors
Pennsylvania
$563K
MIM
2803
Merrion Investment Management
New Jersey
$562K +$61.8K +200 +12%
LWM
2804
LJI Wealth Management
Indiana
$562K +$562K +1,819 New
HS
2805
Horan Securities
United States
$561K +$30K +97 +6%
CNWM
2806
Clay Northam Wealth Management
California
$561K -$6.18K -20 -1%
CL
2807
COWA LLC
Oklahoma
$560K -$111K -300 -17%
AG
2808
Algert Global
California
$559K
MWA
2809
Motive Wealth Advisors
Michigan
$558K +$155K +502 +38%
QT
2810
Quantamental Technologies
New York
$556K +$556K +1,800 New
IFA
2811
Index Fund Advisors
California
$556K -$444K -1,437 -44%
CPSC
2812
Carl P. Sherr & Co
Massachusetts
$555K +$95.8K +310 +21%
FIC
2813
Family Investment Center
Missouri
$554K +$554K +1,795 New
VWA
2814
VERITY Wealth Advisors
United States
$554K
CIA
2815
Caerus Investment Advisors
Texas
$553K
CCP
2816
Cassia Capital Partners
North Carolina
$551K +$153K +495 +38%
TWP
2817
Tempus Wealth Planning
California
$550K
WB
2818
West Bancorporation
Iowa
$550K
FWM
2819
FMB Wealth Management
California
$544K +$544K +1,761 New
CWP
2820
Core Wealth Partners
California
$544K +$544K +4,869 New
HWM
2821
Hohimer Wealth Management
Washington
$543K +$1.24K +4 +0.2%
HFS
2822
HBC Financial Services
Washington
$542K
BFA
2823
Beacon Financial Advisory
Ohio
$542K -$7.1K -23 -1%
UL
2824
Unionview LLC
Washington
$539K +$19.2K +62 +4%
PFM
2825
Phillips Financial Management
Indiana
$538K +$34.6K +112 +7%