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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
NHC
1001
Nicholas Hoffman & Company
Georgia
$8.54M +$652K +2,016 +9%
DWM
1002
Destination Wealth Management
California
$8.51M -$1.2M -3,717 -13%
CC
1003
Codex Capital
New York
$8.5M
DBT
1004
Dubuque Bank & Trust
Iowa
$8.5M -$494K -1,527 -6%
MPI
1005
Mairs & Power Inc
Minnesota
$8.45M +$71.8K +222 +0.9%
CCG
1006
Cypress Capital Group
Florida
$8.44M +$2.2M +6,790 +40%
MPM
1007
Meritage Portfolio Management
Kansas
$8.44M +$83.8K +259 +1%
RWP
1008
RWA Wealth Partners
Massachusetts
$8.43M +$61.1K +189 +0.8%
RCM
1009
Regency Capital Management
Hawaii
$8.41M -$2.55M -7,896 -25%
RA
1010
Riverstone Advisors
Texas
$8.34M +$334K +1,034 +5%
FI
1011
Financial Insights
Washington
$8.33M -$110K -340 -1%
GWM
1012
Graybill Wealth Management
Illinois
$8.32M -$759K -2,348 -9%
MOS
1013
MGO One Seven
Ohio
$8.27M -$53K -164 -0.7%
OFG
1014
Oxford Financial Group
Indiana
$8.26M +$243K +750 +3%
SAM
1015
Strategy Asset Managers
California
$8.22M +$1.52M +4,691 +25%
AIMC
1016
Alley Investment Management Company
Illinois
$8.13M +$7.45M +23,040 New
PIMG
1017
Patriot Investment Management Group
Tennessee
$8.1M +$16.5K +51 +0.2%
TFS
1018
Thoroughbred Financial Services
Tennessee
$8.08M +$2.09M +6,459 +39%
EOJOAM
1019
E. Ohman J:or Asset Management
Sweden
$8.08M +$7.41M +22,900 New
FB
1020
Fulton Bank
Pennsylvania
$8.07M -$75.4K -233 -1%
GVAG
1021
Great Valley Advisor Group
Delaware
$8.02M +$1.32M +4,069 +22%
TPCW
1022
TD Private Client Wealth
New York
$8M -$732K -2,263 -9%
EM
1023
Excalibur Management
Massachusetts
$8M -$930K -2,876 -11%
LSAG
1024
Lake Street Advisors Group
New Hampshire
$7.99M +$31.7K +98 +0.4%
JIC
1025
Joel Isaacson & Co
New York
$7.97M +$95.4K +295 +1%