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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
AFS
1476
Annapolis Financial Services
Maryland
$3.95M -$695K -2,150 -16%
NRW
1477
Nova R Wealth
Kansas
$3.95M -$158K -489 -4%
CPIA
1478
Cornell Pochily Investment Advisors
New York
$3.94M +$79.2K +245 +2%
BWM
1479
BigSur Wealth Management
Florida
$3.94M +$906K +2,800 +33%
BSG
1480
Black Swift Group
Colorado
$3.93M -$12.3K -38 -0.3%
LFG
1481
Larson Financial Group
Missouri
$3.92M -$140K -433 -4%
TC
1482
TwinBeech Capital
New York
$3.92M -$13.6K -42 -0.4%
CWM
1483
Cornerstone Wealth Management
Missouri
$3.92M +$22.6K +70 +0.6%
CFMC
1484
Curbstone Financial Management Corp
New Hampshire
$3.92M -$164K -506 -4%
Fiera Capital (Canada)
1485
Fiera Capital (Canada)
Quebec, Canada
$3.9M -$198K -612 -5%
LIM
1486
Lathrop Investment Management
Arkansas
$3.9M +$2.59K +8 +0.1%
NWM
1487
Northwest Wealth Management
Iowa
$3.9M +$19.1K +59 +0.5%
JIP
1488
Jaffetilchin Investment Partners
Florida
$3.89M +$256K +791 +7%
OCM
1489
Olstein Capital Management
New York
$3.88M -$5.18M -16,000 -59%
BM
1490
Bislett Management
California
$3.88M
IAIM
1491
International Assets Investment Management
Florida
$3.88M +$315K +975 +10%
IEFM
1492
IQ EQ Fund Management
Ireland
$3.88M -$375K -1,158 -10%
DIA
1493
Dana Investment Advisors
Wisconsin
$3.87M -$9.7K -30 -0.3%
LA
1494
Legacy Advisors
Pennsylvania
$3.87M +$152K +469 +4%
TIA
1495
Tiemann Investment Advisors
California
$3.86M -$216K -668 -6%
SG
1496
StoneX Group
New York
$3.86M +$1.01M +3,113 +40%
DFA
1497
Delta Financial Advisors
Louisiana
$3.86M
SAM
1498
Soditic Asset Management
United Kingdom
$3.85M
WCM
1499
Whitener Capital Management
North Carolina
$3.85M +$868K +2,685 +33%
RPSA
1500
Richard P. Slaughter Associates
Texas
$3.83M -$318K -983 -8%