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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
GP
1026
Geneva Partners
Wisconsin
$7.92M +$486K +1,504 +7%
LA
1027
LexAurum Advisors
Kansas
$7.91M +$705K +2,179 +11%
HBWM
1028
Hollow Brook Wealth Management
New York
$7.91M +$86.7K +268 +1%
GIA
1029
Gladstone Institutional Advisory
Florida
$7.89M +$2.84M +8,792 +65%
RWM
1030
Ritholtz Wealth Management
New York
$7.87M +$752K +2,324 +12%
MBTD
1031
Mechanics Bank - Trust Department
California
$7.83M -$185K -571 -3%
FSA
1032
Franklin Street Advisors
North Carolina
$7.81M -$475K -1,468 -6%
QCM
1033
Quantinno Capital Management
New York
$7.81M +$406K +1,255 +6%
KWM
1034
Kingsview Wealth Management
Oregon
$7.81M +$504K +1,559 +8%
BC
1035
Blackhill Capital
New Jersey
$7.8M +$1.29M +4,000 +22%
TC
1036
TAGStone Capital
North Carolina
$7.8M
SHWM
1037
Smith & Howard Wealth Management
Georgia
$7.8M -$221K -684 -3%
IWA
1038
Intercontinental Wealth Advisors
Texas
$7.79M -$613K -1,894 -8%
MIP
1039
Marietta Investment Partners
Wisconsin
$7.76M
WA
1040
Wealth Architects
California
$7.76M -$130K -403 -2%
AUB
1041
Atlantic Union Bankshares
Virginia
$7.76M +$185K +571 +3%
CL
1042
Choreo LLC
Illinois
$7.72M -$30.1K -93 -0.4%
CWM
1043
Chronos Wealth Management
Florida
$7.71M +$30.1K +93 +0.4%
WANY
1044
Wealthspire Advisors (New York)
New York
$7.71M -$1.52M -4,690 -18%
FHA
1045
First Horizon Advisors
Tennessee
$7.7M -$105K -325 -1%
APS
1046
American Planning Services
Florida
$7.69M +$2.57M +7,959 +58%
SIA
1047
SeaBridge Investment Advisors
New Jersey
$7.68M +$87.7K +271 +1%
CCT
1048
Chemung Canal Trust
New York
$7.67M -$457K -1,414 -6%
CLOS
1049
Compagnie Lombard Odier SCmA
Switzerland
$7.67M +$553K +1,711 +9%
PGAM
1050
Princeton Global Asset Management
New Jersey
$7.67M -$637K -1,968 -8%