BRK.B icon

Berkshire Hathaway Class B

3,358 hedge funds and large institutions have $228B invested in Berkshire Hathaway Class B in 2022 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 1,414 increasing their positions, 1,274 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,358
Holders Change
-76
Holders Change %
-2.21%
% of All Funds
56.78%
Holding in Top 10
574
Holding in Top 10 Change
-75
Holding in Top 10 Change %
-11.56%
% of All Funds
9.71%
New
131
Increased
1,414
Reduced
1,274
Closed
165
Calls
$4.92B
Puts
$3.82B
Net Calls
+$1.1B
Net Calls Change
-$376M
Name Holding Trade Value Shares
Change
Shares
Change %
TCPWM
3026
Traverso Chambers Private Wealth Management
California
$307K
GWM
3027
GoalFusion Wealth Management
Texas
$305K
WPA
3028
West Paces Advisors
Georgia
$304K +$12.3K +45 +4%
MIG
3029
McGuire Investment Group
Rhode Island
$304K
CCA
3030
Conestoga Capital Advisors
Pennsylvania
$304K
WWP
3031
Waypoint Wealth Partners
California
$303K +$45.3K +166 +18%
JA
3032
JVL Associates
Michigan
$303K +$48.5K +178 +19%
FA
3033
Fountainhead AM
New Jersey
$302K +$20.5K +75 +7%
MWP
3034
MYCIO Wealth Partners
Pennsylvania
$302K +$42.6K +156 +16%
OPTFSNA
3035
Old Point Trust & Financial Services N A
Virginia
$301K -$8.21K -30 -3%
AAM
3036
American Asset Management
Florida
$301K
BWCS
3037
Beirne Wealth Consulting Services
Connecticut
$301K
DLG
3038
Daniel L. Goodwin
$301K
ACM
3039
Alethea Capital Management
Washington
$300K -$68.2K -250 -19%
LFA
3040
Lauterbach Financial Advisors
Texas
$300K -$2.46K -9 -0.8%
WBCM
3041
Wilson & Boucher Capital Management
California
$300K
PPW
3042
PACK Private Wealth
Minnesota
$300K
BWP
3043
Bernardo Wealth Planning
Pennsylvania
$300K +$3.27K +12 +1%
HNWAG
3044
High Net Worth Advisory Group
Florida
$299K -$72.2K -264 -19%
MPW
3045
Melone Private Wealth
Michigan
$299K
AFM
3046
Abbot Financial Management
Massachusetts
$299K
VFPW
3047
Vantage Financial Partners (Wisconsin)
Wisconsin
$299K
MCM
3048
Monument Capital Management
Virginia
$298K -$69.4K -254 -19%
SCP
3049
Silverleafe Capital Partners
Tennessee
$298K
PWMG
3050
Pinnacle Wealth Management Group
Michigan
$298K