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Berkshire Hathaway Class B

3,323 hedge funds and large institutions have $222B invested in Berkshire Hathaway Class B in 2022 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 1,492 increasing their positions, 1,124 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,323
Holders Change
-35
Holders Change %
-1.04%
% of All Funds
57.46%
Holding in Top 10
609
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+6.1%
% of All Funds
10.53%
New
118
Increased
1,492
Reduced
1,124
Closed
108
Calls
$4.44B
Puts
$3.15B
Net Calls
+$1.29B
Net Calls Change
+$194M
Name Holding Trade Value Shares
Change
Shares
Change %
SPA
3026
Sentinel Pension Advisors
Massachusetts
$285K +$73.7K +276 +35%
NCG
3027
Newport Capital Group
New Jersey
$285K +$285K +1,054 New
CGFA
3028
Colton Groome Financial Advisors
North Carolina
$284K +$6.68K +25 +2%
HFS
3029
Howard Financial Services
Texas
$283K -$23.2K -87 -8%
GIS
3030
Grayhawk Investment Strategies
Alberta, Canada
$282K
KW
3031
KWB Wealth
California
$282K
DLHL
3032
Donald L. Hagan LLC
Florida
$281K -$146K -546 -34%
UCMOK
3033
United Capital Management of KS
Kansas
$281K +$28K +105 +11%
CCC
3034
Chelsea Counsel Company
California
$280K -$555K -2,081 -66%
IIA
3035
Integral Investment Advisors
California
$279K -$12K -45 -4%
SWRP
3036
Summit Wealth & Retirement Planning
California
$278K
AHB
3037
Abner Herrman & Brock
New Jersey
$276K
HWM
3038
Howard Wealth Management
Connecticut
$276K +$276K +1,037 New
CFC
3039
Coyle Financial Counsel
Illinois
$275K -$120K -450 -30%
DCM
3040
Driehaus Capital Management
Illinois
$275K +$4.81K +18 +2%
TAM
3041
Taurus Asset Management
New York
$274K -$317K -1,185 -54%
IIM
3042
Ipswich Investment Management
Massachusetts
$274K
CFG
3043
CKW Financial Group
Hawaii
$274K
FSC
3044
Full Sail Capital
Oklahoma
$273K
RPCONE
3045
Retirement Planning Company of New England
Rhode Island
$273K +$15.7K +59 +6%
DFG
3046
Demars Financial Group
Washington
$270K
CFSG
3047
Clark Financial Services Group
Missouri
$270K +$270K +1,011 New
BAM
3048
Bosun Asset Management
Illinois
$269K -$107K -400 -28%
IWA
3049
IBEX Wealth Advisors
New Jersey
$268K -$2.14K -8 -0.8%
RCYC
3050
Richard C. Young & Co
Rhode Island
$267K -$8.79K -33 -3%