We are live on ! Find out more
BRK.B icon

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
JSC
1101
Jackson Square Capital
California
$6.93M +$149K +460 +2%
SLA
1102
Silver Lake Advisory
Utah
$6.93M -$6.79K -21 -0.1%
BRM
1103
Boston Research & Management
Massachusetts
$6.92M -$222K -687 -3%
LWM
1104
Laidlaw Wealth Management
New York
$6.91M +$99K +306 +2%
ONSWM
1105
Old North State Wealth Management
North Carolina
$6.9M -$898K -2,775 -12%
TFS
1106
TrustCore Financial Services
Tennessee
$6.88M +$1.18M +3,651 +23%
SKK
1107
Shepherd Kaplan Krochuk
Massachusetts
$6.87M -$861K -2,663 -12%
KA
1108
Kovack Advisors
Florida
$6.87M +$168K +520 +3%
LWAC
1109
Laurel Wealth Advisors (California)
California
$6.85M -$141K -435 -2%
WP
1110
Wedgewood Partners
Missouri
$6.84M -$40.4K -125 -0.6%
HIC
1111
Hartline Investment Corp
Illinois
$6.82M +$2.55M +7,894 +47%
SG
1112
Stonnington Group
California
$6.81M +$2.48M +7,680 +66%
FIM
1113
Freedom Investment Management
Connecticut
$6.81M -$1.36M -4,196 -18%
ASFA
1114
All Season Financial Advisors
Colorado
$6.79M -$1.38M -4,263 -18%
HIMC
1115
Heritage Investors Management Corp
Maryland
$6.79M -$318K -982 -5%
MHS
1116
M Holdings Securities
Oregon
$6.78M +$6.21M +19,213 New
VA
1117
Valmark Advisers
Ohio
$6.74M +$2.88M +8,913 +87%
BFIC
1118
Bedell Frazier Investment Counselling
California
$6.72M -$1.31M -4,049 -18%
EIP
1119
Ellis Investment Partners
Pennsylvania
$6.71M -$88.3K -273 -1%
BRWM
1120
B. Riley Wealth Management
Tennessee
$6.69M +$306K +945 +5%
MWM
1121
Marietta Wealth Management
Georgia
$6.68M +$460K +1,421 +8%
BP
1122
BBR Partners
New York
$6.66M +$3.48M +10,755 +132%
PHK
1123
Point72 Hong Kong
Hong Kong
$6.64M +$3.36M +10,390 +123%
BFEC
1124
Benjamin F. Edwards & Company
Missouri
$6.63M -$448K -1,384 -7%
ZCA
1125
Zeke Capital Advisors
Pennsylvania
$6.63M +$3.48M +10,771 +135%