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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
WPA
1501
Winning Points Advisors
Florida
$3.82M -$393K -1,216 -10%
LA
1502
Lynch & Associates
Indiana
$3.81M -$20.4K -63 -0.6%
HG
1503
Herbst Group
Connecticut
$3.8M -$87.3K -270 -2%
BIM
1504
Barton Investment Management
Pennsylvania
$3.8M
SA
1505
SRH Advisors
Kansas
$3.8M +$129K +400 +4%
XSC
1506
X-Square Capital
Puerto Rico
$3.8M +$17.5K +54 +0.5%
ACS
1507
Archford Capital Strategies
Illinois
$3.8M +$675K +2,087 +23%
GI
1508
GS Investments
Minnesota
$3.79M -$275K -851 -7%
SIG
1509
Sargent Investment Group
Maryland
$3.78M +$854K +2,640 +33%
AG
1510
Ascent Group
Virginia
$3.76M +$244K +755 +8%
FCCM
1511
First City Capital Management
Georgia
$3.75M
BOPW
1512
Brandywine Oak Private Wealth
Pennsylvania
$3.72M +$133K +410 +4%
PHIC
1513
Pine Haven Investment Counsel
Massachusetts
$3.72M +$27.5K +85 +0.8%
WPC
1514
Wedmont Private Capital
Pennsylvania
$3.71M +$614K +1,897 +21%
DIA
1515
Dean Investment Associates
Ohio
$3.7M -$137K -424 -4%
HFM
1516
Hartford Financial Management
Connecticut
$3.7M -$38.5K -119 -1%
DI
1517
Diligent Investors
California
$3.69M -$228K -704 -6%
GC
1518
Gould Capital
Washington
$3.69M -$995K -3,077 -23%
DWM
1519
Dorchester Wealth Management
Quebec, Canada
$3.69M +$1.49M +4,600 +122%
IP
1520
Intellectus Partners
California
$3.68M -$312K -964 -8%
Legacy Financial Group (Iowa)
1521
Legacy Financial Group (Iowa)
Iowa
$3.68M +$3.37M +10,415 New
UWM
1522
Udine Wealth Management
Florida
$3.67M +$93.5K +289 +3%
CFO
1523
Capitol Family Office
Oregon
$3.67M +$868K +2,682 +35%
HC
1524
Hourglass Capital
Texas
$3.66M -$97K -300 -3%
LIA
1525
LBMC Investment Advisors
Tennessee
$3.66M