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
SCG
1526
Sonata Capital Group
Washington
$3.65M +$25.9K +80 +0.8%
FSA
1527
Fort Sheridan Advisors
Illinois
$3.65M +$204K +632 +7%
STAS
1528
Strong Tower Advisory Services
Minnesota
$3.64M -$165K -509 -5%
CPA
1529
Cardiff Park Advisors
California
$3.64M +$564K +1,745 +20%
MA
1530
MONECO Advisors
Connecticut
$3.64M +$24.3K +75 +0.7%
PFBT
1531
Parkside Financial Bank & Trust
Missouri
$3.63M -$278K -858 -8%
AOWM
1532
Alpha Omega Wealth Management
Virginia
$3.63M -$40.8K -126 -1%
BSA
1533
Bull Street Advisors
Georgia
$3.62M +$9.7K +30 +0.3%
MFG
1534
Magnus Financial Group
New York
$3.62M +$1.82M +5,612 +121%
TTWM
1535
TCV Trust & Wealth Management
Virginia
$3.61M -$531K -1,641 -14%
DCM
1536
Donaldson Capital Management
Indiana
$3.61M +$316K +976 +11%
OIM
1537
Orca Investment Management
Oregon
$3.61M -$12.9K -40 -0.4%
PGWM
1538
Parisi Gray Wealth Management
New Jersey
$3.6M -$20.4K -63 -0.6%
BBHBI
1539
B, B, H, & B Inc
Alabama
$3.59M +$40.8K +126 +1%
QI
1540
Qtron Investments
Massachusetts
$3.58M +$669K +2,068 +26%
PAMG
1541
Patton Albertson Miller Group
Tennessee
$3.58M -$259K -800 -7%
ARC
1542
Advisor Resource Council
Texas
$3.57M -$1.47M -4,558 -31%
UHC
1543
Union Heritage Capital
Michigan
$3.57M -$323K -1,000 -9%
BA
1544
Ballast Advisors
Minnesota
$3.57M +$80.5K +249 +3%
AC
1545
Apella Capital
Connecticut
$3.56M +$403K +1,245 +14%
DWM
1546
Drive Wealth Management
Utah
$3.56M +$488K +1,509 +18%
MW
1547
MBL Wealth
North Carolina
$3.56M +$3.26M +10,080 New
JFA
1548
JNBA Financial Advisors
Minnesota
$3.55M -$205K -634 -6%
AAM
1549
Advisors Asset Management
Colorado
$3.55M +$84.1K +260 +3%
RHDIC
1550
R.H. Dinel Investment Counsel
California
$3.55M