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 %
AIFAIM
2901
American Institute for Advanced Investment Management
Arizona
$470K
DWMS
2902
Dominguez Wealth Management Solutions
Virginia
$470K +$470K +1,521 New
CCP
2903
Carmel Capital Partners
California
$469K +$9.89K +32 +2%
BAWC
2904
Boyce & Associates Wealth Consulting
Texas
$467K
JTWM
2905
Jackson Thornton Wealth Management
Alabama
$466K +$10.5K +34 +2%
BMA
2906
Brooks Moore & Associates
Tennessee
$466K -$4.63K -15 -1%
LCM
2907
Logan Capital Management
Pennsylvania
$466K -$8.96K -29 -2%
PAA
2908
Peregrine Asset Advisers
Oregon
$466K
KBFS
2909
Kohmann Bosshard Financial Services
Ohio
$465K -$19.8K -64 -4%
CBC
2910
Coombe, Bender & Co
New York
$464K -$8.34K -27 -2%
PPWM
2911
PFG Private Wealth Management
Florida
$464K
WM
2912
Whitford Management
New York
$464K +$464K +1,501 New
LNWWM
2913
Laird Norton Wetherby Wealth Management
California
$463K
CP
2914
Capital Planning
Washington
$463K
LWMM
2915
Legacy Wealth Management (Mississippi)
Mississippi
$463K
DLG
2916
Daniel L. Goodwin
$463K +$92.7K +300 +25%
T
2917
TrueFG
Texas
$463K
RAG
2918
RIA Advisory Group
Iowa
$462K +$462K +1,592 New
KWM
2919
KFG Wealth Management
Indiana
$461K +$461K +1,493 New
KC
2920
Kades & Cheifetz
Pennsylvania
$461K +$461K +1,492 New
KCM
2921
KRS Capital Management
Michigan
$461K +$461K +1,491 New
SIC
2922
Shoker Investment Counsel
Ohio
$460K -$49.4K -160 -10%
CWM
2923
CCG Wealth Management
California
$459K -$14.5K -47 -3%
JHCP
2924
Jackson Hole Capital Partners
Oklahoma
$458K
HP
2925
Hyperion Partners
Pennsylvania
$458K +$458K +1,482 New