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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 %
LFPWM
3101
Leicht Financial Planning & Wealth Management
New Jersey
$263K
APC
3102
Aspire Private Capital
North Carolina
$263K
RPCONE
3103
Retirement Planning Company of New England
Rhode Island
$263K +$21K +77 +9%
LFP
3104
Leeward Financial Partners
Washington
$263K +$29.5K +108 +13%
SFG
3105
SevenBridge Financial Group
Pennsylvania
$262K -$39.5K -145 -13%
SWAG
3106
Spectrum Wealth Advisory Group
California
$262K
MHC
3107
Meyer Handelman Company
New York
$262K
RF
3108
RHS Financial
California
$262K +$262K +960 New
RWM
3109
RBA Wealth Management
California
$260K -$1.91K -7 -0.7%
DP
3110
Divergent Planning
Maryland
$260K
TFA
3111
Toth Financial Advisory
Virginia
$259K -$54.4K -199 -17%
RA
3112
Rodgers & Associates
Pennsylvania
$259K -$8.18K -30 -3%
UCMOK
3113
United Capital Management of KS
Kansas
$259K -$6.83K -25 -3%
FBFS
3114
First Business Financial Services
Wisconsin
$259K
AWM
3115
Affinity Wealth Management
Delaware
$259K +$2.79K +10 +1%
LIA
3116
LS Investment Advisors
Michigan
$258K
LWIC
3117
Leith Wheeler Investment Counsel
British Columbia, Canada
$258K
WOC
3118
West Oak Capital
California
$258K
SFG
3119
Synergy Financial Group
California
$257K -$20.5K -75 -7%
PA
3120
Planning Alternatives
Michigan
$257K
AO
3121
Advisor OS
Illinois
$256K -$6.86K -25 -3%
WMS
3122
Wealth Management Solutions
Pennsylvania
$256K
BMD
3123
Better Money Decisions
New Mexico
$255K -$23.8K -87 -9%
CIS
3124
Connors Investor Services
Pennsylvania
$254K -$19.1K -70 -7%
MRWM
3125
ML&R Wealth Management
Texas
$254K +$1.64K +6 +0.6%