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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 %
CP
1751
Cumberland Partners
Ontario, Canada
$2.35M +$2.35M +7,611 New
SSWM
1752
Strait & Sound Wealth Management
California
$2.35M +$2.35M +7,458 New
FAM
1753
Formidable Asset Management
Ohio
$2.35M +$28.7K +93 +1%
BWM
1754
Baystate Wealth Management
Massachusetts
$2.34M -$3.09K -10 -0.1%
GWA
1755
Gibson Wealth Advisors
Texas
$2.34M +$2.08M +7,000 +800%
WAG
1756
Windsor Advisory Group
Ohio
$2.34M +$2.34M +7,561 New
WW
1757
Westshore Wealth
California
$2.33M
CA
1758
Cortland Associates
Missouri
$2.33M -$4.63K -15 -0.2%
Kayne Anderson Rudnick Investment Management
1759
Kayne Anderson Rudnick Investment Management
California
$2.33M +$215K +696 +10%
IRAG
1760
Investment Research & Advisory Group
Georgia
$2.33M
LBC
1761
Lowe Brockenbrough & Co
Virginia
$2.32M +$277K +898 +14%
MW
1762
Marcum Wealth
Ohio
$2.32M +$147K +476 +7%
BZWA
1763
Blue Zone Wealth Advisors
California
$2.31M -$19.5K -63 -0.8%
HWMG
1764
Hurlow Wealth Management Group
Indiana
$2.3M +$10.5K +34 +0.5%
FFP
1765
FourThought Financial Partners
Florida
$2.29M +$2.29M +7,419 New
RHP
1766
Royal Harbor Partners
Texas
$2.28M -$95.1K -308 -4%
SW
1767
SMART Wealth
Nebraska
$2.28M +$2.28M +7,387 New
AWS
1768
AJ Wealth Strategies
New York
$2.27M -$14.2K -46 -0.6%
SIC
1769
Samalin Investment Counsel
New York
$2.27M -$12.4K -40 -0.5%
WAG
1770
Winthrop Advisory Group
Massachusetts
$2.27M +$25.9K +84 +1%
JAG
1771
Journey Advisory Group
Kentucky
$2.26M -$377K -1,220 -14%
REMPR
1772
Roof Eidam Maycock Peralta (REMP)
California
$2.25M -$61.8K -200 -3%
SAMT
1773
Select Asset Management & Trust
Pennsylvania
$2.25M -$402K -1,300 -15%
CFGSD
1774
Compass Financial Group (South Dakota)
South Dakota
$2.25M +$2.25M +7,276 New
EWM
1775
EPG Wealth Management
Georgia
$2.25M +$247K +800 +12%