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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 %
HIA
676
Harbor Investment Advisory
Maryland
$16.3M +$367K +1,188 +2%
RI
677
Ridgewood Investments
New Jersey
$16.3M -$128K -414 -0.8%
CTI
678
Community Trust & Investment
Kentucky
$16.2M -$624K -2,021 -4%
SWM
679
Sculati Wealth Management
Michigan
$16.2M -$75.1K -243 -0.5%
WA
680
WP Advisors
California
$16.1M -$34.9K -113 -0.2%
MFG
681
Mendota Financial Group
Wisconsin
$16.1M +$16.1M +52,141 New
BFP
682
Beacon Financial Planning
Massachusetts
$16M +$16M +51,662 New
HSA
683
HBK Sorce Advisory
Pennsylvania
$15.9M +$8.2M +26,558 +107%
WCM
684
Weik Capital Management
Pennsylvania
$15.8M -$51K -165 -0.3%
MWM
685
Meridian Wealth Management
Kentucky
$15.7M +$791K +2,560 +5%
AAS
686
Ameritas Advisory Services
Nebraska
$15.7M +$3.09M +10,002 +25%
PWLP
687
Prio Wealth Limited Partnership
Massachusetts
$15.7M -$71K -230 -0.5%
GIA
688
GHP Investment Advisors
Colorado
$15.6M +$269K +870 +2%
BL
689
Balentine LLC
Georgia
$15.6M +$2.37M +7,676 +18%
CSPIA
690
Cary Street Partners Investment Advisory
Virginia
$15.4M -$31.2K -101 -0.2%
CC
691
Chicago Capital
Illinois
$15.4M
CJFS
692
Coulter & Justus Financial Services
Tennessee
$15.2M -$53.1K -172 -0.3%
WorldQuant Millennium Advisors
693
WorldQuant Millennium Advisors
New York
$15.2M +$1.75M +5,674 +13%
GCMG
694
Gyroscope Capital Management Group
Florida
$15.2M +$14.6M +47,400 +2,854%
CIM
695
Corda Investment Management
Texas
$15.2M -$68K -220 -0.4%
EF
696
Empirical Finance
Pennsylvania
$15.1M +$1.07M +3,456 +8%
OIA
697
OneDigital Investment Advisors
Kansas
$15.1M +$1.9M +6,148 +14%
VI
698
Vestcor Inc
New Brunswick, Canada
$15.1M +$177K +572 +1%
VCM
699
Violich Capital Management
California
$15.1M -$61.8K -200 -0.4%
AIM
700
Achmea Investment Management
Netherlands
$15.1M -$12.2M -42,167 -45%