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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
IIA
1251
IPG Investment Advisors
California
$5.53M -$720K -2,225 -12%
GC
1252
Grimes & Company
Massachusetts
$5.52M -$9.38K -29 -0.2%
ZIM
1253
Zacks Investment Management
Illinois
$5.5M +$786K +2,429 +18%
SA
1254
Strategic Advisors
New York
$5.5M +$110K +341 +2%
CFGS
1255
Concourse Financial Group Securities
Alabama
$5.47M -$4.33M -13,373 -46%
FMAEN1
1256
Fund Management at Engine No 1
California
$5.47M +$5.01M +15,504 New
PS
1257
Pensionfund Sabic
Netherlands
$5.47M -$2.1M -6,500 -30%
SWP
1258
Strategic Wealth Partners
Ohio
$5.47M -$567K -1,753 -10%
KWA
1259
Kellett Wealth Advisors
Ohio
$5.46M +$4.75M +14,697 +1,896%
PMFA
1260
Plante Moran Financial Advisors
Michigan
$5.45M -$212K -656 -4%
KC
1261
Knuff & Co
California
$5.44M +$335K +1,037 +7%
FPB
1262
First PREMIER Bank
South Dakota
$5.43M +$17.5K +54 +0.4%
AGP
1263
Autumn Glory Partners
Texas
$5.43M -$1.18M -3,647 -19%
CWM
1264
Circle Wealth Management
New Jersey
$5.41M +$6.79K +21 +0.1%
QCG
1265
Quadrant Capital Group
Ohio
$5.41M +$346K +1,069 +7%
WA
1266
Waddell & Associates
Tennessee
$5.41M +$134K +413 +3%
TPA
1267
Trivium Point Advisory
Connecticut
$5.39M +$52.1K +161 +1%
PFS
1268
Prospera Financial Services
Texas
$5.36M +$279K +864 +6%
CCM
1269
Canal Capital Management
Virginia
$5.35M +$229K +707 +5%
KWA
1270
KCS Wealth Advisory
California
$5.35M +$93.2K +288 +2%
JIM
1271
JCP Investment Management
Texas
$5.35M -$8.02M -24,794 -62%
CNBTD
1272
Citizens National Bank Trust Department
Mississippi
$5.31M
GEA
1273
Glen Eagle Advisors
New Jersey
$5.31M +$540K +1,670 +12%
CRC
1274
Curi RMB Capital
Illinois
$5.31M +$135K +417 +3%
PAM
1275
Pegasus Asset Management
New York
$5.31M +$21.3K +66 +0.4%