We are live on ! Find out more
BRK.B icon

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
STA
1426
Summit Trail Advisors
New York
$4.26M +$544K +1,681 +16%
SF
1427
Summit Financial
New Jersey
$4.25M +$345K +1,068 +10%
LFM
1428
LGT Fund Management
Liechtenstein
$4.25M
PG
1429
Patten Group
Tennessee
$4.25M -$22.3K -69 -0.6%
IPGDR
1430
Investidor Profissional Gestao de Recursos
Brazil
$4.24M -$19M -58,773 -83%
NFG
1431
Nadler Financial Group
Illinois
$4.23M +$15.8K +49 +0.4%
LA
1432
Latitude Advisors
Florida
$4.23M +$1.09M +3,370 +39%
EA
1433
Ellsworth Advisors
Ohio
$4.23M +$1.51M +4,671 +63%
AIA
1434
AIMZ Investment Advisors
California
$4.21M -$11.3K -35 -0.3%
HA
1435
Heartland Advisors
Wisconsin
$4.2M -$556K -1,719 -13%
EP
1436
EPIQ Partners
Minnesota
$4.2M +$357K +1,105 +10%
BA
1437
Bridgewater Advisors
New York
$4.2M -$14.6K -45 -0.4%
BCM
1438
Blume Capital Management
California
$4.2M -$54.7K -169 -1%
GWCM
1439
Godshalk Welsh Capital Management
Pennsylvania
$4.2M -$38.8K -120 -1%
GWSG
1440
GPS Wealth Strategies Group
Colorado
$4.2M +$567K +1,752 +17%
CIC
1441
Chilton Investment Company
Connecticut
$4.18M +$191K +591 +5%
LC
1442
Lindbrook Capital
California
$4.17M +$457K +1,413 +14%
PTP
1443
Platform Technology Partners
New York
$4.16M -$66K -204 -2%
TA
1444
Tiedemann Advisors
New York
$4.14M +$65K +201 +2%
LC
1445
Legacy CG
Texas
$4.12M +$114K +352 +3%
WP
1446
WMS Partners
Maryland
$4.12M +$111K +344 +3%
SDH
1447
Sloy Dahl & Holst
Washington
$4.11M +$121K +373 +3%
AC
1448
Amitell Capital
Singapore
$4.11M -$391K -1,209 -9%
CNFG
1449
Creegan & Nassoura Financial Group
New Hampshire
$4.11M -$30.7K -95 -0.8%
GFS
1450
GYL Financial Synergies
Connecticut
$4.09M -$46.6K -144 -1%