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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
AWE
1351
Avidian Wealth Enterprises
Texas
$4.7M +$551K +1,704 +15%
HIM
1352
Harbour Investment Management
Washington
$4.69M -$72.8K -225 -2%
JC
1353
Jacobs & Co
California
$4.69M -$37.2K -115 -0.9%
WAP
1354
Wealthcare Advisory Partners
Pennsylvania
$4.69M -$110K -339 -2%
IWP
1355
Icon Wealth Partners
Texas
$4.68M +$509K +1,575 +13%
SF
1356
Synovus Financial
Georgia
$4.67M -$15.3M -47,183 -78%
CA
1357
Carson Advisory
Georgia
$4.66M -$82.2K -254 -2%
FNC
1358
First National Corp
Massachusetts
$4.66M -$966K -2,987 -18%
CT
1359
Chicago Trust
Illinois
$4.65M -$889K -2,748 -17%
TWM
1360
Tradition Wealth Management
Minnesota
$4.65M -$69.9K -216 -2%
FHA
1361
Flagship Harbor Advisors
Massachusetts
$4.65M +$376K +1,162 +10%
CFM
1362
Capricorn Fund Managers
United Kingdom
$4.64M +$4.25M +13,151 New
CC
1363
Claybrook Capital
Massachusetts
$4.64M
RFWA
1364
RPg Family Wealth Advisory
Massachusetts
$4.64M +$191K +592 +5%
WAM
1365
WNY Asset Management
New York
$4.64M +$22.6K +70 +0.5%
FBA
1366
Front Barnett Associates
Illinois
$4.63M
VWA
1367
Visionary Wealth Advisors
Illinois
$4.62M +$340K +1,050 +9%
HNW
1368
High Note Wealth
Minnesota
$4.62M +$43.7K +135 +1%
BFA
1369
Bragg Financial Advisors
North Carolina
$4.61M +$255K +789 +6%
GAG
1370
Goodman Advisory Group
Massachusetts
$4.58M -$896K -2,771 -18%
CCM
1371
Compton Capital Management
Rhode Island
$4.58M -$32.3K -100 -0.8%
AFA
1372
AllGen Financial Advisors
Florida
$4.58M -$1.39M -4,309 -25%
CFO
1373
CVA Family Office
Colorado
$4.58M +$93.8K +290 +2%
LS
1374
Livforsakringsbolaget Skandia
Sweden
$4.58M +$226K +700 +6%
CAM
1375
Cozad Asset Management
Illinois
$4.57M +$152K +470 +4%