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Berkshire Hathaway Class B

3,449 hedge funds and large institutions have $301B invested in Berkshire Hathaway Class B in 2022 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,404 increasing their positions, 1,309 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 111

28% more call options, than puts

Call options by funds: $6.71B | Put options by funds: $5.23B

24% more funds holding in top 10

Funds holding in top 10: 528653 (+125)

20% more capital invested

Capital invested by funds: $251B → $301B (+$49.5B)

1% more funds holding

Funds holding: 3,4093,449 (+40)

1.07% more ownership

Funds ownership: 65.51%66.58% (+1.1%)

7% more repeat investments, than reductions

Existing positions increased: 1,404 | Existing positions reduced: 1,309

Holders
3,449
Holders Change
+40
Holders Change %
+1.17%
% of All Funds
54.4%
Holding in Top 10
653
Holding in Top 10 Change
+125
Holding in Top 10 Change %
+23.67%
% of All Funds
10.3%
New
197
Increased
1,404
Reduced
1,309
Closed
111
Calls
$6.71B
Puts
$5.23B
Net Calls
+$1.48B
Net Calls Change
+$541M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
2501
Cadent Capital Advisors
Oklahoma
$906K +$87.7K +271 +12%
MWP
2502
Madison Wealth Partners
Wisconsin
$905K +$15.8K +49 +2%
TIM
2503
Triad Investment Management
California
$905K +$67.3K +208 +9%
ACM
2504
Ategra Capital Management
Virginia
$904K
WTFG
2505
Wells Trecaso Financial Group
Ohio
$900K +$6.47K +20 +0.8%
MIM
2506
Marco Investment Management
Georgia
$900K +$13.3K +41 +2%
DP
2507
Denver PWM
Colorado
$898K +$1.94K +6 +0.2%
CC
2508
Cornerstone Capital
California
$897K -$37.2K -115 -4%
TWM
2509
Triton Wealth Management
Arizona
$894K
DCM
2510
Deuterium Capital Management
Florida
$886K -$459K -1,418 -36%
SWM
2511
SeaCrest Wealth Management
New York
$884K -$64.7K -200 -7%
SAM
2512
Strategic Asset Management
Minnesota
$884K
SW
2513
SkyOak Wealth
Michigan
$877K -$9.7K -30 -1%
KCM
2514
Kornitzer Capital Management
Kansas
$877K +$574K +1,776 +250%
SWA
2515
Sax Wealth Advisors
New Jersey
$875K -$1.55M -4,789 -66%
EWP
2516
Engrave Wealth Partners
Texas
$875K -$32.3K -100 -4%
PHIMC
2517
Private Harbour Investment Management & Counsel
Ohio
$875K -$16.2K -50 -2%
OFP
2518
OLIO Financial Planning
Virginia
$871K +$245K +757 +44%
HA
2519
Hofer & Associates
California
$870K +$16.2K +50 +2%
AIA
2520
Alera Investment Advisors
Illinois
$870K +$392K +1,211 +97%
S
2521
Surevest
California
$869K -$38.5K -119 -5%
KWM
2522
Kolinsky Wealth Management
New Jersey
$867K +$50.1K +155 +7%
PW
2523
Peninsula Wealth
California
$866K +$22.6K +70 +3%
EBA
2524
Eagle Bay Advisors
New York
$865K -$39.1K -121 -5%
HGWM
2525
Horst & Graben Wealth Management
Oregon
$864K +$45.3K +140 +6%