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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 %
M1FG
3301
Mach-1 Financial Group
Arkansas
$250K
NPP
3302
New Potomac Partners
Maryland
$250K +$250K +810 New
SFCL
3303
Strengthening Families & Communities LLC
Massachusetts
$250K +$61.9K +200 +33%
CFA
3304
Compass Financial Advisors
Indiana
$250K -$15.4K -50 -6%
ATWA
3305
Arbor Trust Wealth Advisors
Michigan
$250K
EC
3306
EdgeRock Capital
Colorado
$249K -$26.6K -86 -10%
DR
3307
Davis Rea
Ontario, Canada
$249K -$8.84K -32 -3%
MTWM
3308
Masso Torrence Wealth Management
New Jersey
$249K
NME
3309
Notis-McConarty Edward
$247K
TFA
3310
Tobias Financial Advisors
Florida
$247K +$2.16K +7 +0.9%
GWM
3311
Grand Wealth Management
Michigan
$246K -$8.65K -28 -3%
MWM
3312
Maltin Wealth Management
New Jersey
$246K -$170K -549 -41%
BCCM
3313
Bridge Creek Capital Management
Massachusetts
$246K
RA
3314
Riversedge Advisors
Delaware
$246K +$246K +796 New
EA
3315
Eudaimonia Advisors
Tennessee
$246K -$6.8K -22 -3%
UWM
3316
USAdvisors Wealth Management
Minnesota
$244K
CCA
3317
Conservest Capital Advisors
Pennsylvania
$243K +$243K +787 New
CCM
3318
Chiron Capital Management
Florida
$243K
TCM
3319
Teza Capital Management
Illinois
$242K +$242K +785 New
WIM
3320
Warwick Investment Management
Texas
$241K -$309K -1,000 -56%
RWM
3321
RBA Wealth Management
California
$241K -$47.6K -154 -16%
ACM
3322
Alamar Capital Management
California
$241K
ST
3323
Sentinel Trust
Texas
$241K
XT
3324
XTX Topco
Cayman Islands
$239K +$239K +775 New
PMIA
3325
Patrick Mauro Investment Advisor
Illinois
$239K -$4.63K -15 -2%