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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
CPA
1401
Cowen Prime Advisors
New York
$4.4M
AMIM
1402
Aull & Monroe Investment Management
Alabama
$4.39M
LIM
1403
Leavell Investment Management
Alabama
$4.39M +$105K +324 +3%
TPWA
1404
TRUE Private Wealth Advisors
Oregon
$4.38M -$117K -361 -3%
PSF
1405
Pacific Sun Financial
California
$4.38M -$17.8K -55 -0.4%
SS
1406
Simplicity Solutions
Minnesota
$4.38M -$1.9M -5,883 -32%
TW
1407
Transform Wealth
Colorado
$4.38M -$113K -348 -3%
MCM
1408
Marathon Capital Management
Maryland
$4.38M -$58.2K -180 -1%
RA
1409
RFG Advisory
Alabama
$4.36M -$11.3K -35 -0.3%
MCC
1410
Money Concepts Capital
Florida
$4.36M +$3.23M +9,974 +419%
TCM
1411
Traynor Capital Management
Pennsylvania
$4.36M +$125K +385 +3%
EAM
1412
Erste Asset Management
Austria
$4.35M +$750K +2,319 +23%
VCA
1413
Verdence Capital Advisors
Maryland
$4.34M -$5.82K -18 -0.1%
ECM
1414
EagleClaw Capital Management
Massachusetts
$4.34M
NSIM
1415
North Star Investment Management
Illinois
$4.33M -$220K -680 -5%
CPA
1416
Capital Performance Advisors
California
$4.33M -$6.47K -20 -0.2%
SIG
1417
Sky Investment Group
Connecticut
$4.32M -$107K -330 -3%
SSI
1418
Scott & Selber Inc
Texas
$4.31M -$70.2K -217 -2%
SAM
1419
SignalPoint Asset Management
Missouri
$4.3M +$4.53K +14 +0.1%
FHC
1420
First Heartland Consultants
Missouri
$4.3M -$24.3K -75 -0.6%
BW
1421
Basepoint Wealth
Iowa
$4.3M +$57.6K +178 +1%
DWT
1422
Dorsey & Whitney Trust
South Dakota
$4.28M +$585K +1,808 +18%
MF
1423
Manchester Financial
California
$4.28M +$164K +506 +4%
KF
1424
Krilogy Financial
Missouri
$4.27M -$508K -1,571 -11%
BPC
1425
Banque Pictet & Cie
Switzerland
$4.27M -$196K -607 -5%