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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 %
AWM
726
Apollon Wealth Management
South Carolina
$14.2M +$472K +1,527 +3%
PMG
727
ProVise Management Group
Florida
$14.2M +$1.8M +5,817 +15%
DWM
728
Dakota Wealth Management
Florida
$14.1M +$14.1M +45,690 New
TVAMP
729
Tennessee Valley Asset Management Partners
Tennessee
$14.1M -$3.59M -11,609 -20%
WFG
730
Wills Financial Group
Virginia
$14.1M -$7.11K -23 -0.1%
GT
731
Glenview Trust
Kentucky
$14.1M +$1.04M +3,369 +8%
AIM
732
AMI Investment Management
Indiana
$14.1M -$1.68M -5,427 -11%
MPW
733
Monterey Private Wealth
California
$14M +$5.04M +16,312 +56%
WS
734
Wedbush Securities
California
$14M -$57.8K -187 -0.4%
GW
735
GW & Wade
Massachusetts
$13.9M +$1.26M +4,093 +10%
LKIM
736
Lawson Kroeker Investment Management
Nebraska
$13.9M -$561K -1,815 -4%
PAIM
737
Punch & Associates Investment Management
Minnesota
$13.9M -$275K -890 -2%
WKSWA
738
White Knight Strategic Wealth Advisors
New Jersey
$13.9M -$55.6K -180 -0.4%
TCCM
739
Timber Creek Capital Management
Massachusetts
$13.8M -$245K -794 -2%
KOCAA
740
Knights of Columbus Asset Advisors
Connecticut
$13.7M -$1.31M -4,254 -9%
Pacer Advisors
741
Pacer Advisors
Pennsylvania
$13.6M +$12.5M +40,403 +1,098%
ANBT
742
American National Bank & Trust
Texas
$13.6M +$1.09M +3,531 +9%
TWM
743
TLW Wealth Management
Florida
$13.5M -$74.8K -242 -0.5%
JWBC
744
J.W. Burns & Co
New York
$13.5M -$115K -372 -0.8%
ASN
745
Advisory Services Network
Georgia
$13.5M -$239K -775 -2%
CCM
746
Coldstream Capital Management
Washington
$13.4M +$13.4M +43,433 New
BWM
747
Buckley Wealth Management
Nevada
$13.4M +$20.1K +65 +0.2%
RCA
748
Riverview Capital Advisers
Massachusetts
$13.3M +$40.8K +132 +0.3%
MIM
749
Meridiem Investment Management
United Kingdom
$13.3M +$103K +335 +0.8%
BHWM
750
Bar Harbor Wealth Management
New Hampshire
$13.2M -$365K -1,182 -3%