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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 %
CCM
2001
Consolidated Capital Management
California
$1.64M -$50.4K -163 -3%
EDRIA
2002
Edmonds Duncan Registered Investment Advisors
Kansas
$1.64M
HFM
2003
Harvest Fund Management
China
$1.63M -$922K -2,985 -36%
CWP
2004
CFM Wealth Partners
Texas
$1.63M +$349K +1,129 +27%
TP
2005
Tranquility Partners
Tennessee
$1.63M +$119K +386 +8%
NGA
2006
Naples Global Advisors
Florida
$1.63M -$10.8K -35 -0.7%
IIL
2007
Insight Inv LLC
California
$1.62M +$7.72K +25 +0.5%
BMWM
2008
Brown Miller Wealth Management
Virginia
$1.62M -$8.03K -26 -0.5%
VDI
2009
Vaughan David Investments
Illinois
$1.62M -$424K -1,371 -21%
APWM
2010
Atlas Private Wealth Management
New York
$1.62M +$76.3K +247 +5%
EFG
2011
Everhart Financial Group
Ohio
$1.62M +$322K +1,044 +25%
CIA
2012
Compass Ion Advisors
Pennsylvania
$1.61M
IIM
2013
Intact Investment Management
Quebec, Canada
$1.61M -$680K -2,200 -30%
CCM
2014
Conway Capital Management
California
$1.6M +$15.4K +50 +1%
NSAM
2015
North Star Asset Management
Wisconsin
$1.6M +$326K +1,055 +26%
NWA
2016
New World Advisors
Massachusetts
$1.59M +$7.72K +25 +0.5%
HBW
2017
Hazlett, Burt & Watson
West Virginia
$1.59M -$124K -400 -7%
FWTB
2018
First Western Trust Bank
Colorado
$1.59M +$33.1K +107 +2%
FWA
2019
FSM Wealth Advisors
Ohio
$1.59M -$13K -42 -0.8%
LJAC
2020
L.J. Altfest & Co
New York
$1.58M -$36.5K -118 -2%
WP
2021
WealthShield Partners
North Carolina
$1.58M -$12K -39 -0.8%
SPC
2022
Stewart & Patten Company
California
$1.58M -$39.2K -127 -2%
EWA
2023
Encompass Wealth Advisors
Oregon
$1.58M
OWP
2024
Old Well Partners
North Carolina
$1.58M -$154K -500 -9%
BI
2025
Ballast Inc
Kentucky
$1.58M +$50.4K +163 +3%