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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 %
OWA
2251
One Wealth Advisors
California
$931K +$285K +1,068 +44%
SMI
2252
Shelter Mutual Insurance
Missouri
$928K
TWM
2253
TriaGen Wealth Management
California
$928K
KWM
2254
Keebeck Wealth Management
Illinois
$927K -$38.7K -145 -4%
CAL
2255
Capital Analysts LLC
Pennsylvania
$927K +$38.2K +143 +4%
SAM
2256
S.A. Mason
Michigan
$923K -$16.8K -63 -2%
LK
2257
Lumbard & Kellner
New Hampshire
$923K +$10.4K +39 +1%
AIM
2258
Athena Investment Management
California
$922K +$8.01K +30 +0.9%
BCP
2259
Blue Chip Partners
Michigan
$921K -$82.2K -308 -8%
SWM
2260
Silverlake Wealth Management
Vermont
$921K
FEM
2261
Fulcrum Equity Management
Texas
$919K +$1.34K +5 +0.1%
DI
2262
DFPG Investments
Utah
$918K +$847 +3 +0.1%
BOM
2263
Bank of Marin
California
$917K -$99.6K -373 -10%
AT
2264
Arden Trust
Delaware
$913K -$33.9K -127 -4%
GA
2265
Greenspring Advisors
Maryland
$912K -$13.4K -50 -1%
KIG
2266
Kowal Investment Group
Wisconsin
$912K +$17.1K +64 +2%
AI
2267
Atom Investors
Texas
$911K +$911K +3,410 New
GBT
2268
Grove Bank & Trust
Florida
$910K -$8.01K -30 -0.9%
JMFC
2269
J.M. Forbes & Co
Massachusetts
$910K -$2.67K -10 -0.3%
FWP
2270
Firethorn Wealth Partners
Georgia
$910K +$34.7K +130 +4%
CWM
2271
Curi Wealth Management
North Carolina
$909K -$40.8K -153 -4%
FCM
2272
Fortis Capital Management
Washington
$909K -$1.34K -5 -0.1%
AA
2273
Advisory Alpha
Michigan
$907K -$291K -1,089 -24%
HT
2274
HighTower Trust
Texas
$907K +$10.7K +40 +1%
SFG
2275
SevenBridge Financial Group
Pennsylvania
$907K +$650K +2,435 +253%