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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
LCS
1051
Levin Capital Strategies
New York
$7.67M -$118K -366 -2%
QI
1052
QV Investors
Alberta, Canada
$7.64M -$146K -450 -2%
PWP
1053
Principle Wealth Partners
Connecticut
$7.64M +$25.9K +80 +0.4%
TG
1054
TCW Group
California
$7.64M +$7M +21,642 New
SIA
1055
Schechter Investment Advisors
Michigan
$7.63M +$174K +539 +3%
CSIA
1056
Carl Stuart Investment Advisor
Texas
$7.62M
MYIA
1057
Mount Yale Investment Advisors
Colorado
$7.62M +$261K +806 +4%
GAI
1058
General American Investors
New York
$7.61M -$3.23M -10,000 -32%
RDWM
1059
Red Door Wealth Management
Tennessee
$7.59M +$486K +1,504 +8%
TWM
1060
Titus Wealth Management
California
$7.58M +$170K +527 +3%
IB
1061
Intrust Bank
Kansas
$7.56M +$169K +521 +2%
HCM
1062
Harvey Capital Management
Florida
$7.54M
IAN
1063
Integrated Advisors Network
Texas
$7.53M +$914K +2,827 +15%
VIM
1064
VELA Investment Management
Ohio
$7.52M +$621K +1,921 +10%
TCA
1065
Transcend Capital Advisors
New Jersey
$7.51M +$170K +527 +3%
BP
1066
Ballentine Partners
Massachusetts
$7.51M +$13.6K +42 +0.2%
AF
1067
Arrow Financial
New York
$7.48M -$50.5K -156 -0.7%
WA
1068
WestEnd Advisors
North Carolina
$7.41M -$291K -899 Closed
TIA
1069
Traphagen Investment Advisors
New Jersey
$7.4M
LSWM
1070
Lorne Steinberg Wealth Management
Canada
$7.39M -$122K -377 -2%
AI
1071
AXS Investments
New York
$7.37M -$7.24M -22,395 -52%
ANTB
1072
AMG National Trust Bank
Colorado
$7.35M -$970K -3,000 -13%
BFS
1073
Bickling Financial Services
Massachusetts
$7.34M -$11.3K -35 -0.2%
CHA
1074
Carmichael Hill & Associates
Maryland
$7.29M +$128K +397 +2%
MF
1075
Montis Financial
Massachusetts
$7.28M -$213K -658 -3%