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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 %
WBCM
3151
Wilson & Boucher Capital Management
California
$334K -$6.18K -20 -2%
TAM
3152
TCP Asset Management
Ohio
$334K +$334K +1,080 New
CWM
3153
Compass Wealth Management
Connecticut
$333K +$333K +1,079 New
BIA
3154
Benchmark Investment Advisors
Illinois
$333K
SGC
3155
Slocum, Gordon & Co
Rhode Island
$333K +$333K +1,078 New
HPWM
3156
High Pines Wealth Management
Massachusetts
$332K +$1.24K +4 +0.4%
KIG
3157
Kennedy Investment Group
New Jersey
$331K +$331K +1,072 New
CRI
3158
Commonwealth Retirement Investments
Virginia
$330K +$330K +1,069 New
Loomis, Sayles & Company
3159
Loomis, Sayles & Company
Massachusetts
$330K +$119K +385 +56%
BFP
3160
Briaud Financial Planning
Texas
$329K -$15.7K -51 -5%
BBA
3161
Braun-Bostich & Associates
Pennsylvania
$328K -$2.78K -9 -0.8%
PIFP
3162
Partners in Financial Planning
Virginia
$328K -$13.9K -45 -4%
HR
3163
Howe & Rusling
New York
$325K -$84.6K -274 -21%
CFC
3164
Coyle Financial Counsel
Illinois
$325K +$6.8K +22 +2%
WCA
3165
Westover Capital Advisors
Delaware
$325K +$22.2K +72 +7%
OA
3166
Operose Advisors
Wisconsin
$324K +$232K +750 +250%
RIG
3167
Renaissance Investment Group
Massachusetts
$324K -$26.3K -85 -7%
TCPWM
3168
Traverso Chambers Private Wealth Management
California
$323K -$23.2K -75 -7%
HWM
3169
Howard Wealth Management
Connecticut
$323K +$3.09K +10 +1%
SPWM
3170
Spartan Planning & Wealth Management
North Carolina
$323K +$323K +1,046 New
TA
3171
TFB Advisors
Kansas
$323K +$323K +1,045 New
IIA
3172
Integral Investment Advisors
California
$322K
SWRP
3173
Summit Wealth & Retirement Planning
California
$321K
HWMT
3174
Heritage Wealth Management (Texas)
Texas
$320K +$320K +1,037 New
MWA
3175
MFA Wealth Advisors
Pennsylvania
$319K +$61.8K +200 +24%