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 %
MIM
3051
MTM Investment Management
South Carolina
$383K
CAM
3052
Crestone Asset Management
Colorado
$382K
CCA
3053
Cottonwood Capital Advisors
Utah
$380K -$7.72K -25 -2%
FSWA
3054
Financial Synergies Wealth Advisors
Texas
$379K -$4.33K -14 -1%
OFG
3055
Omega Financial Group
California
$379K
OA
3056
Oxbow Advisors
Texas
$378K -$58.1K -188 -13%
FA
3057
Financial Advisors
Massachusetts
$377K -$25.9K -84 -6%
C1AG
3058
Client 1st Advisory Group
Florida
$377K
RWRC
3059
R.W. Roge & Company
New York
$377K
WWP
3060
WR Wealth Planners
Missouri
$377K -$6.18K -20 -2%
SFA
3061
Souders Financial Advisors
Ohio
$376K +$13.9K +45 +4%
MWM
3062
Massachusetts Wealth Management
Massachusetts
$375K +$375K +1,205 New
BA
3063
Bridge Advisory
California
$375K
MPPLM
3064
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$374K -$132K -428 -26%
EW
3065
Enzi Wealth
Texas
$374K
HCA
3066
Harbour Capital Advisors
Virginia
$373K
WCP
3067
Wick Capital Partners
Pennsylvania
$373K +$8.03K +26 +2%
UCMOK
3068
United Capital Management of KS
Kansas
$370K +$45.1K +146 +14%
UWPG
3069
Ullmann Wealth Partners Group
Florida
$370K
ES
3070
Eagle Strategies
New York
$370K +$38.6K +125 +12%
CST
3071
Charles Schwab Trust
Nevada
$369K -$50.4K -163 -12%
AAM
3072
Augustine Asset Management
Florida
$369K -$25.6K -83 -6%
CWM
3073
Collaborative Wealth Management
Florida
$369K -$309 -1 -0.1%
DAC
3074
Dividend Assets Capital
South Carolina
$369K
MWP
3075
Meredith Wealth Planning
Illinois
$369K +$369K +1,194 New