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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
WWM
1551
Windsor Wealth Management
Indiana
$3.55M +$9.38K +29 +0.3%
ACM
1552
Ashford Capital Management
Delaware
$3.55M +$231K +715 +8%
FC
1553
Ferris Capital
Massachusetts
$3.54M +$48.5K +150 +2%
AC
1554
Avestar Capital
New York
$3.54M +$593K +1,834 +22%
ST
1555
Sabal Trust
Florida
$3.54M +$221K +683 +7%
HA
1556
Harfst & Associates
Wyoming
$3.54M +$220K +679 +7%
MRI
1557
Mad River Investors
Massachusetts
$3.53M -$388K -1,200 -11%
TSWM
1558
Tyler-Stone Wealth Management
Ohio
$3.53M -$499K -1,544 -13%
HAI
1559
Hennessy Advisors Inc
California
$3.53M +$3.23M +10,000 New
HPWM
1560
Highland Private Wealth Management
Washington
$3.51M +$37.2K +115 +1%
C
1561
Certuity
Florida
$3.49M +$105K +326 +3%
FWM
1562
Focused Wealth Management
New York
$3.49M +$4.53K +14 +0.1%
CCFCSB
1563
Cape Cod Five Cents Savings Bank
Massachusetts
$3.49M -$219K -677 -6%
ARMC
1564
American Research & Management Company
Massachusetts
$3.48M
TSWM
1565
Triangle Securities Wealth Management
North Carolina
$3.47M -$121K -375 -4%
GWA
1566
GGM Wealth Advisors
Maryland
$3.47M +$2.4M +7,430 +294%
ACP
1567
Ashfield Capital Partners
California
$3.46M +$59.2K +183 +2%
RIG
1568
RiverFront Investment Group
Virginia
$3.46M +$189K +585 +6%
BCM
1569
BTR Capital Management
California
$3.46M +$50.1K +155 +2%
GSEP
1570
Golden State Equity Partners
California
$3.45M +$9.7K +30 +0.3%
RF
1571
Resolute Financial
Massachusetts
$3.44M +$81.5K +252 +3%
SC
1572
Slow Capital
California
$3.44M -$2.05M -6,342 -39%
PG
1573
Pendal Group
Australia
$3.44M -$234K -722 -7%
PWPS
1574
Pinnacle Wealth Planning Services
Ohio
$3.44M +$358K +1,108 +13%
PFA
1575
Professional Financial Advisors
Nebraska
$3.43M -$259K -801 -8%