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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 %
FWTB
2001
First Western Trust Bank
Colorado
$1.34M -$44.9K -168 -3%
AIIMS
2002
Analyst IMS Investment Management Services
Israel
$1.34M -$710K -2,633 -35%
TWM
2003
Thrive Wealth Management
Pennsylvania
$1.34M +$6.95K +26 +0.5%
BAS
2004
Brown Advisory Securities
Maryland
$1.34M -$2.52M -9,445 -65%
LOAMS
2005
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.34M -$208K -779 -13%
HC
2006
Hamilton Capital
Ohio
$1.34M +$21.1K +79 +2%
CAGAS
2007
Capital Advisory Group Advisory Services
Minnesota
$1.34M +$115K +431 +9%
LC
2008
Longitude (Cayman)
Cayman Islands
$1.34M -$801K -3,000 -38%
NFSG
2009
Newbridge Financial Services Group
Florida
$1.34M -$44.9K -168 -3%
APWM
2010
Atlas Private Wealth Management
New York
$1.33M +$79K +296 +6%
AIM
2011
Alhambra Investment Management
Florida
$1.33M +$40.3K +151 +3%
CFS
2012
Cannon Financial Strategists
Georgia
$1.33M +$21.4K +80 +2%
AAM
2013
Ascension Asset Management
New York
$1.32M
AIM
2014
ARGA Investment Management
Connecticut
$1.32M
BI
2015
Ballast Inc
Kentucky
$1.32M
GCM
2016
Galibier Capital Management
Ontario, Canada
$1.32M
GCM
2017
G2 Capital Management
Ohio
$1.31M
NAS
2018
Nicolet Advisory Services
Wisconsin
$1.31M +$801 +3 +0.1%
APC
2019
Asset Planning Corporation
Tennessee
$1.31M +$73.7K +276 +6%
PP
2020
Pegasus Partners
Wisconsin
$1.31M -$19.2K -72 -1%
TP
2021
Tranquility Partners
Tennessee
$1.31M +$37.4K +140 +3%
UBG
2022
United Bank (Georgia)
Georgia
$1.31M +$89.2K +334 +7%
CPP
2023
Capasso Planning Partners
South Carolina
$1.3M +$7.48K +28 +0.6%
AA
2024
Auxano Advisors
Washington
$1.3M +$424K +1,587 +48%
HCMG
2025
Howard Capital Management Group
California
$1.3M