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Berkshire Hathaway Class B

3,434 hedge funds and large institutions have $301B invested in Berkshire Hathaway Class B in 2022 Q1 according to their latest regulatory filings, with 196 funds opening new positions, 1,397 increasing their positions, 1,305 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,434
Holders Change
+42
Holders Change %
+1.24%
% of All Funds
54.34%
Holding in Top 10
649
Holding in Top 10 Change
+123
Holding in Top 10 Change %
+23.38%
% of All Funds
10.27%
New
196
Increased
1,397
Reduced
1,305
Closed
111
Calls
$6.71B
Puts
$5.23B
Net Calls
+$1.48B
Net Calls Change
+$541M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
2826
Heartwood Wealth Advisors
Virginia
$531K +$353 +1 +0.1%
LBA
2827
Lowell Blake & Associates
Massachusetts
$531K +$2.82K +8 +0.5%
LWMM
2828
Legacy Wealth Management (Mississippi)
Mississippi
$529K
T
2829
TrueFG
Texas
$529K
VCG
2830
Vantage Consulting Group
Virginia
$527K -$148K -420 -22%
SA
2831
Syntax Advisors
New York
$527K -$148K -420 -22%
APW
2832
Acima Private Wealth
Virginia
$527K
PPWM
2833
PFG Private Wealth Management
Florida
$527K +$1.41K +4 +0.3%
GAG
2834
GM Advisory Group
New York
$527K +$209K +592 +66%
FSWA
2835
Financial Synergies Wealth Advisors
Texas
$527K
WCWM
2836
Wooster Corthell Wealth Management
Connecticut
$526K -$14.5K -41 -3%
FFG
2837
Fortem Financial Group
California
$523K -$6.35K -18 -1%
CWM
2838
CCG Wealth Management
California
$523K +$10.2K +29 +2%
DACG
2839
Donor Advised Charitable Giving
California
$522K +$232K +658 +80%
CFC
2840
Coyle Financial Counsel
Illinois
$522K +$522K +1,479 New
RFO
2841
RiverGlades Family Offices
Florida
$521K
HS
2842
Horan Securities
United States
$520K +$25.4K +72 +5%
AC
2843
Anson Capital
Georgia
$518K
EWA
2844
EverSource Wealth Advisors
Alabama
$517K +$9.88K +28 +2%
GCMG
2845
Gyroscope Capital Management Group
Florida
$516K
CAM
2846
Costello Asset Management
Pennsylvania
$515K -$26.5K -75 -5%
RWA
2847
Roberts Wealth Advisors
California
$515K
VCM
2848
Viewpoint Capital Management
Washington
$512K
SMG
2849
Smart Money Group
Texas
$512K +$65.7K +186 +15%
RPG
2850
Resource Planning Group
Georgia
$512K +$113K +320 +28%