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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 %
CIA
1976
Compass Ion Advisors
Pennsylvania
$1.39M +$2.4K +9 +0.2%
RHBC
1977
R.H. Bluestein & Co
Michigan
$1.39M +$83.3K +312 +6%
LWP
1978
Lumature Wealth Partners
Georgia
$1.39M -$20.3K -76 -1%
FWA
1979
FSM Wealth Advisors
Ohio
$1.38M +$43.3K +162 +3%
MIC
1980
Meridian Investment Counsel
California
$1.38M +$242K +905 +21%
HBT
1981
Hills Bank & Trust
Iowa
$1.38M +$74.8K +280 +6%
MA
1982
Modus Advisors
Minnesota
$1.38M -$10.7K -40 -0.8%
WP
1983
WealthShield Partners
North Carolina
$1.38M
RZH
1984
Relyea Zuckerberg Hanson
Connecticut
$1.37M +$180K +675 +15%
CCM
1985
Conway Capital Management
California
$1.37M -$2.14K -8 -0.2%
DBRC
1986
D.B. Root & Company
Pennsylvania
$1.37M -$134K -501 -9%
NWA
1987
New World Advisors
Massachusetts
$1.37M +$18.7K +70 +1%
RIM
1988
Regent Investment Management
Kentucky
$1.36M
EWA
1989
Encompass Wealth Advisors
Oregon
$1.36M +$350K +1,310 +35%
BCM
1990
Bourgeon Capital Management
Connecticut
$1.36M +$174K +650 +15%
WPA
1991
Winning Points Advisors
Florida
$1.36M -$1.26M -4,650 -48%
BF
1992
Blankinship & Foster
California
$1.36M -$547K -2,049 -29%
SCM
1993
Schnieders Capital Management
California
$1.36M
GB
1994
Goepper Burkhardt
South Carolina
$1.35M +$254K +950 +23%
JSW
1995
Journey Strategic Wealth
New Jersey
$1.35M +$68.9K +258 +5%
PGA
1996
Portland Global Advisors
Maine
$1.35M +$197K +736 +17%
MSA
1997
McAlister Sweet & Associates
Texas
$1.35M +$14.4K +54 +1%
JFG
1998
JMG Financial Group
Illinois
$1.35M -$5.34K -20 -0.4%
UAS
1999
United Asset Strategies
New York
$1.35M -$42.7K -160 -3%
M
2000
MOTCO
Texas
$1.35M +$18.7K +70 +1%