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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
PWS
1301
Peterson Wealth Services
Utah
$5.06M +$991K +3,063 +27%
AAMU
1302
AEGON Asset Management (UK)
United Kingdom
$5.06M -$1.83M -5,656 -28%
AG
1303
AIA Group
Hong Kong
$5.05M +$3.49M +10,790 +307%
OC
1304
Optimas Capital
Hong Kong
$5.05M +$4.63M +14,300 New
OPA
1305
Old Port Advisors
Maine
$5.02M +$476K +1,471 +11%
HW
1306
Hedeker Wealth
Illinois
$5.01M -$611K -1,890 -12%
CH
1307
Canton Hathaway
Rhode Island
$5M -$5.5K -17 -0.1%
SVWAG
1308
Sound View Wealth Advisors Group
Georgia
$5M -$43.3K -134 -0.9%
SC
1309
Stephens Consulting
Michigan
$5M -$628K -1,940 -12%
RMCM
1310
Reynders McVeigh Capital Management
Massachusetts
$4.98M +$8.09K +25 +0.2%
CFFP
1311
Center for Financial Planning
Michigan
$4.97M -$261K -808 -5%
WDA
1312
Wendell David Associates
New Hampshire
$4.96M +$26.8K +83 +0.6%
TMAM
1313
Tokio Marine Asset Management
Japan
$4.95M +$537K +1,660 +13%
MC
1314
Martin & Co
Tennessee
$4.95M -$380K -1,174 -8%
B
1315
Brightworth
Georgia
$4.94M +$21.3K +66 +0.5%
WOSD
1316
WFA of San Diego
California
$4.93M -$376K -1,162 -8%
MCM
1317
Mitchell Capital Management
Kansas
$4.93M +$169K +522 +4%
DI
1318
DAGCO Inc
Ohio
$4.93M -$55K -170 -1%
PWP
1319
Personal Wealth Partners
Minnesota
$4.92M -$77.3K -239 -2%
HW
1320
Hancock Whitney
Mississippi
$4.9M -$849K -2,624 -16%
ATPW
1321
Ashton Thomas Private Wealth
Arizona
$4.9M +$465K +1,437 +12%
GIP
1322
Granite Investment Partners
California
$4.88M
SFS
1323
Stiles Financial Services
Minnesota
$4.88M +$120K +371 +3%
ICM
1324
Intrepid Capital Management
Florida
$4.88M
DAM
1325
Delta Asset Management
Tennessee
$4.87M -$89K -275 -2%