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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
PIA
1376
Perennial Investment Advisors
California
$4.56M +$183K +565 +5%
NF
1377
Nvest Financial
New Hampshire
$4.56M +$4.18M +12,910 New
GRP
1378
Global Retirement Partners
California
$4.55M +$4.76M +14,726 New
HCA
1379
Hyperion Capital Advisors
New York
$4.55M
BFO
1380
Biltmore Family Office
North Carolina
$4.55M -$89.9K -278 -2%
RSWM
1381
Robertson Stephens Wealth Management
California
$4.55M -$67K -207 -2%
OFS
1382
Oldfather Financial Services
Nebraska
$4.54M -$31.7K -98 -0.7%
SP
1383
Symmetry Partners
Connecticut
$4.54M
DHGWA
1384
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4.53M +$561K +1,735 +16%
Dodge & Cox
1385
Dodge & Cox
California
$4.52M
XI
1386
XXEC Inc
Oklahoma
$4.52M
AWA
1387
Aaron Wealth Advisors
Illinois
$4.51M +$513M +1,587,483 +41,908%
CSC
1388
Cove Street Capital
California
$4.5M -$307K -950 -7%
KC
1389
Kingfisher Capital
North Carolina
$4.5M
IFWM
1390
Institute for Wealth Management
Colorado
$4.49M +$746K +2,305 +22%
BHB
1391
Bank Hapoalim BM
Israel
$4.47M -$418K -1,292 -9%
CI
1392
CX Institutional
Indiana
$4.47M +$380K +1,174 +10%
BA
1393
Bellwether Advisors
Nebraska
$4.46M +$485K +1,500 +13%
MCM
1394
Mengis Capital Management
Oregon
$4.45M -$24.3K -75 -0.8%
MWA
1395
Meridian Wealth Advisors
Texas
$4.44M +$602K +1,860 +17%
GAM
1396
Griffin Asset Management
New York
$4.44M -$99.3K -307 -2%
HWA
1397
HCR Wealth Advisors
California
$4.44M
CHC
1398
City Holding Co
West Virginia
$4.43M -$33K -102 -0.8%
AA
1399
Apriem Advisors
California
$4.43M -$24.9K -77 -0.6%
BTWM
1400
Baker Tilly Wealth Management
Wisconsin
$4.43M -$748K -2,313 -16%