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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 %
LFS
1676
Lutz Financial Services
Nebraska
$2.61M +$902K +2,919 +53%
PFSC
1677
Peoples Financial Services Corp
Pennsylvania
$2.6M -$16.4K -53 -0.6%
JF
1678
JSF Financial
California
$2.6M +$77.2K +250 +3%
MA
1679
MCF Advisors
Kentucky
$2.59M +$25.6K +83 +1%
AA
1680
Aufman Associates
Pennsylvania
$2.59M +$48.8K +158 +2%
SG
1681
Stonnington Group
California
$2.59M -$179K -565 -6%
SIAP
1682
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.58M +$2.78K +9 +0.1%
WA1
1683
Wimmer Associates 1
California
$2.58M -$6.49K -21 -0.3%
AFP
1684
Ausdal Financial Partners
Iowa
$2.58M -$183K -594 -7%
LWM
1685
Lodestone Wealth Management
Washington
$2.58M +$2.58M +8,347 New
TLCM
1686
Twin Lakes Capital Management
California
$2.57M
TC
1687
Truvestments Capital
Florida
$2.57M -$369K -1,194 -13%
GWANC
1688
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.57M -$10.8K -35 -0.4%
APW
1689
Aurora Private Wealth
New Jersey
$2.57M -$1.62M -5,250 -39%
PFS
1690
Physicians Financial Services
North Carolina
$2.56M
MGWM
1691
Marks Group Wealth Management
Minnesota
$2.55M -$13.9K -45 -0.5%
FA
1692
FDx Advisors
Illinois
$2.55M +$10.8K +35 +0.4%
CCA
1693
Cadent Capital Advisors
Oklahoma
$2.55M +$9.27K +30 +0.4%
ESB
1694
Essex Savings Bank
Connecticut
$2.55M +$35.8K +116 +1%
NA
1695
Nottingham Advisors
New York
$2.55M -$21.6K -70 -0.8%
RMC
1696
Resources Management Corp
Connecticut
$2.54M +$1.21M +3,927 +91%
CWS
1697
Cypress Wealth Services
California
$2.54M +$13.3K +43 +0.5%
PWP
1698
Pursue Wealth Partners
California
$2.54M +$428K +1,386 +20%
CGA
1699
Channing Global Advisors
Florida
$2.53M -$68.6K -222 -3%
JIR
1700
James Investment Research
Ohio
$2.53M -$103K -335 -4%