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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 %
MFA
2851
McClarren Financial Advisors
Pennsylvania
$516K
FWM
2852
Forza Wealth Management
Florida
$516K +$516K +1,669 New
EA
2853
Eclectic Associates
California
$515K
QFA
2854
Quantum Financial Advisors
California
$513K +$124K +402 +32%
PIM
2855
Progressive Investment Management
Oregon
$513K +$92.7K +300 +22%
OWA
2856
Opal Wealth Advisors
New York
$512K +$15.8K +51 +3%
FWA
2857
FSC Wealth Advisors
New York
$512K +$241K +779 +89%
OFW
2858
Omnia Family Wealth
Florida
$511K
WA
2859
Wealthstream Advisors
New York
$510K +$510K +1,652 New
CIS
2860
Continental Investors Services
Washington
$510K
MCM
2861
Mendel Capital Management
Arkansas
$509K -$22.9K -74 -4%
AFP
2862
Alpha Financial Partners
Kentucky
$508K +$508K +1,645 New
DA
2863
Doliver Advisors
Texas
$508K
WFO
2864
Wealthgate Family Office
Colorado
$508K
MC
2865
Matisse Capital
Oregon
$507K +$507K +1,640 New
DDPIC
2866
Deroy & Devereaux Private Investment Counsel
Michigan
$506K +$14.8K +48 +3%
HIS
2867
Harvest Investment Services
Illinois
$504K
1IA
2868
1620 Investment Advisors
Massachusetts
$504K +$3.4K +11 +0.7%
OLVIG
2869
Oliver Lagore Vanvalin Investment Group
Michigan
$502K +$90.2K +292 +22%
FDS
2870
First Dallas Securities
Texas
$502K -$170K -550 -25%
TCM
2871
True Capital Management
California
$501K +$501K +1,621 New
FIM
2872
FWL Investment Management
Texas
$500K +$50.7K +164 +11%
MGI
2873
MayTech Global Investments
New York
$499K
TBNY
2874
Trustco Bank (New York)
New York
$499K
KLWA
2875
Kelly Lawrence W & Associates
California
$498K -$1.3M -4,200 -72%