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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
IA
976
IFG Advisory
Georgia
$8.91M +$1.4M +4,329 +21%
CT
977
Caldwell Trust
Florida
$8.91M -$254K -784 -3%
RMAM
978
Raab & Moskowitz Asset Management
New Jersey
$8.88M -$10K -31 -0.1%
HWM
979
HFR Wealth Management
New York
$8.87M +$54.3K +168 +0.7%
MSAM
980
Moloney Securities Asset Management
Missouri
$8.87M -$93.8K -290 -1%
AC
981
Annandale Capital
Texas
$8.86M -$75.4K -233 -0.9%
JRP
982
Jasper Ridge Partners
California
$8.84M
HWM
983
Heirloom Wealth Management
Colorado
$8.83M +$1.56M +4,816 +20%
BCPWM
984
Bradley & Co Private Wealth Management
Florida
$8.83M -$344K -1,065 -4%
AFA
985
Arlington Financial Advisors
California
$8.82M -$573K -1,770 -7%
FTC
986
Farmers Trust Company
Ohio
$8.81M -$191K -591 -2%
LFAS
987
Level Four Advisory Services
Texas
$8.81M +$224K +693 +3%
HSA
988
HBK Sorce Advisory
Pennsylvania
$8.81M -$851K -2,632 -10%
PA
989
Profund Advisors
Maryland
$8.79M -$116K -359 -1%
P
990
Pitcairn
Pennsylvania
$8.79M +$341K +1,054 +4%
HCM
991
Highlander Capital Management
New Jersey
$8.75M -$16.2K -50 -0.2%
GAM
992
Grandview Asset Management
Pennsylvania
$8.75M +$258K +797 +3%
TFA
993
Trinity Financial Advisors
Ohio
$8.73M +$407K +1,259 +5%
TF
994
Trek Financial
Arizona
$8.67M +$7.21M +22,280 +976%
PA
995
Perennial Advisors
New York
$8.63M +$153K +474 +2%
RCAG
996
Rehmann Capital Advisory Group
Michigan
$8.62M +$56.9K +176 +0.7%
ZF
997
Zhang Financial
Michigan
$8.61M +$104K +320 +1%
WIC
998
Woodmont Investment Counsel
Tennessee
$8.59M +$1.38M +4,254 +21%
SB
999
Simmons Bank
Arkansas
$8.59M +$1.91M +5,895 +32%
DGAM
1000
Desjardins Global Asset Management
Quebec, Canada
$8.57M +$1.72M +5,303 +28%