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Berkshire Hathaway Class B

3,323 hedge funds and large institutions have $222B invested in Berkshire Hathaway Class B in 2022 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 1,492 increasing their positions, 1,124 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,323
Holders Change
-35
Holders Change %
-1.04%
% of All Funds
57.46%
Holding in Top 10
609
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+6.1%
% of All Funds
10.53%
New
118
Increased
1,492
Reduced
1,124
Closed
108
Calls
$4.44B
Puts
$3.15B
Net Calls
+$1.29B
Net Calls Change
+$194M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
1026
IFG Advisory
Georgia
$6.04M +$161K +604 +3%
AUB
1027
Atlantic Union Bankshares
Virginia
$6.04M +$11.5K +43 +0.2%
SIM
1028
Seaview Investment Managers
Florida
$5.99M +$5.99M +22,415 New
SHWM
1029
Smith & Howard Wealth Management
Georgia
$5.96M +$291K +1,088 +5%
SIA
1030
SeaBridge Investment Advisors
New Jersey
$5.96M -$29.9K -112 -0.5%
BTI
1031
Blue Trust Inc
Georgia
$5.96M +$212K +776 +4%
HBWM
1032
Hollow Brook Wealth Management
New York
$5.95M +$24.3K +91 +0.4%
BFEC
1033
Benjamin F. Edwards & Company
Missouri
$5.9M +$445K +1,666 +8%
OFG
1034
Oxford Financial Group
Indiana
$5.9M -$733K -2,746 -11%
TC
1035
TAGStone Capital
North Carolina
$5.89M
GRP
1036
Global Retirement Partners
California
$5.88M +$922K +3,124 +19%
CL
1037
Choreo LLC
Illinois
$5.88M +$16.3K +61 +0.3%
KWA
1038
Kellett Wealth Advisors
Ohio
$5.87M +$469K +1,589 +9%
BCM
1039
Brasada Capital Management
Texas
$5.87M +$578K +2,165 +11%
PFS
1040
Prospera Financial Services
Texas
$5.87M +$1.72M +6,427 +41%
EM
1041
Excalibur Management
Massachusetts
$5.86M +$14.7K +55 +0.3%
TCA
1042
Transcend Capital Advisors
New Jersey
$5.84M +$193K +723 +3%
GIA
1043
Gladstone Institutional Advisory
Florida
$5.84M -$1.74M -6,516 -23%
PGAM
1044
Princeton Global Asset Management
New Jersey
$5.82M +$16K +60 +0.3%
ONSWM
1045
Old North State Wealth Management
North Carolina
$5.81M +$317K +1,187 +6%
BC
1046
Blackhill Capital
New Jersey
$5.81M
MIC
1047
Means Investment Company
Maine
$5.8M +$354K +1,325 +6%
BSI
1048
Bennett Selby Investments
Maine
$5.8M +$417K +1,561 +8%
LSAG
1049
Lake Street Advisors Group
New Hampshire
$5.78M -$310K -1,160 -5%
WA
1050
Wealth Architects
California
$5.75M -$64.6K -242 -1%