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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 %
ORC
2151
O'Rourke & Company
Massachusetts
$1.33M +$55.6K +180 +4%
SPIO
2152
Seven Post Investment Office
California
$1.33M +$1.33M +4,303 New
FH
2153
FWG Holdings
Florida
$1.33M -$87.4K -283 -6%
BAAM
2154
Baker Avenue Asset Management
California
$1.32M +$127K +411 +11%
PT
2155
Plimoth Trust
Massachusetts
$1.32M +$47.3K +153 +4%
SPP
2156
Single Point Partners
Massachusetts
$1.32M +$210K +680 +19%
JFG
2157
JMG Financial Group
Illinois
$1.32M -$239K -775 -15%
OCM
2158
Orleans Capital Management
Louisiana
$1.31M
FLI
2159
Family Legacy Inc
South Carolina
$1.31M +$44.6K +143 +4%
SFS
2160
Strategic Financial Services
New York
$1.31M -$2.16K -7 -0.2%
PIA
2161
Powell Investment Advisors
Florida
$1.31M
RFG
2162
RFP Financial Group
Georgia
$1.3M +$1.3M +4,209 New
HWMA
2163
Heritage Wealth Management (Arizona)
Arizona
$1.29M +$678K +2,194 +110%
SWK
2164
Stephen W. Kidder
$1.29M +$785K +2,541 +155%
NMG
2165
New Millennium Group
Utah
$1.29M -$45.1K -146 -3%
BAG
2166
Bridgewealth Advisory Group
California
$1.29M +$1.29M +4,161 New
MIA
2167
MMBG Investment Advisors
Florida
$1.29M
PPW
2168
Parcion Private Wealth
Washington
$1.28M
DWMG
2169
DB Wealth Management Group
California
$1.28M -$8.96K -29 -0.7%
GCP
2170
Gill Capital Partners
Colorado
$1.28M -$12.4K -40 -1%
TAM
2171
Trillium Asset Management
Massachusetts
$1.28M +$704K +2,278 +123%
MIA
2172
MainStreet Investment Advisors
Illinois
$1.28M -$1.35M -4,360 -51%
SHGA
2173
Sand Hill Global Advisors
California
$1.28M +$195K +632 +18%
LGA
2174
Lebenthal Global Advisors
New York
$1.27M +$1.85K +6 +0.1%
MAWCM
2175
Mine & Arao Wealth Creation & Management
California
$1.27M