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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 %
AWM
2826
Act Wealth Management
Texas
$538K +$6.8K +22 +1%
SFS
2827
Security Financial Services
Indiana
$537K -$43.2K -140 -7%
SHA
2828
Seneca House Advisors
Virginia
$537K -$3.09K -10 -0.6%
AHC
2829
Adell Harriman & Carpenter
Texas
$536K -$17K -55 -3%
SAM
2830
Sawgrass Asset Management
Florida
$534K
AW
2831
Atlas Wealth
Ohio
$534K +$534K +1,729 New
C
2832
CEDRUS
Colorado
$533K +$11.4K +37 +2%
CAM
2833
Campion Asset Management
Virginia
$533K
IC
2834
Iconiq Capital
California
$531K +$69.2K +224 +15%
MWA
2835
Monograph Wealth Advisors
California
$530K +$48.8K +158 +10%
MCIA
2836
Mountain Capital Investment Advisors
Colorado
$530K +$4.75K +15 +0.9%
RFN
2837
Redwood Financial Network
Ohio
$529K
PSIWM
2838
Paradigm Strategies in Wealth Management
Minnesota
$528K
KAM
2839
KEB Asset Management
Illinois
$527K -$3.4K -11 -0.6%
BIM
2840
Bridgecreek Investment Management
Oklahoma
$525K
OCG
2841
Opus Capital Group
Ohio
$525K +$525K +1,700 New
HCM
2842
HMS Capital Management
Tennessee
$525K -$31.8K -103 -6%
FA
2843
Fermata Advisors
California
$524K +$29.3K +95 +6%
MFC
2844
Mechanics Financial Corp
Ohio
$524K -$6.49K -21 -1%
TCM
2845
Tradewinds Capital Management
Washington
$524K +$110K +355 +26%
TFCP
2846
Twin Focus Capital Partners
Massachusetts
$523K -$13.3K -43 -2%
JFG
2847
Jefferies Financial Group
New York
$520K +$520K +1,684 New
CAL
2848
Capital Advisors Ltd
Ohio
$520K +$37.3K +160 +8%
VCG
2849
Vantage Consulting Group
Virginia
$519K -$71.7K -232 -12%
SA
2850
Syntax Advisors
New York
$519K -$71.7K -232 -12%