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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
AFP
1576
Ausdal Financial Partners
Iowa
$3.41M -$211K -652 -6%
CWS
1577
Cypress Wealth Services
California
$3.41M -$14.2K -44 -0.5%
VNA
1578
Valley National Advisers
Pennsylvania
$3.41M +$9.06K +28 +0.3%
CPWMP
1579
Cardinal Point Wealth Management Partners
California
$3.4M +$32.3K +100 +1%
RBFC
1580
Roman Butler Fullerton & Co
Missouri
$3.4M -$201K -622 -6%
RPWA
1581
Regent Peak Wealth Advisors
Georgia
$3.39M +$17.1K +53 +0.6%
PAG
1582
Private Advisory Group
Washington
$3.39M -$70.2K -217 -2%
MA
1583
Mezzasalma Advisors
New Jersey
$3.38M -$18.4K -57 -0.6%
JWCA
1584
J.W. Coons Advisors
Ohio
$3.38M +$136K +420 +5%
EP
1585
Eudaimonia Partners
Tennessee
$3.38M +$3.1M +9,575 New
MIA
1586
MainStreet Investment Advisors
Illinois
$3.38M -$1.12M -3,450 -26%
LIG
1587
Lokken Investment Group
Delaware
$3.38M -$395K -1,221 -10%
LRPA
1588
L. Roy Papp & Associates
Arizona
$3.38M +$11.3K +35 +0.4%
WA
1589
WealthTrust Axiom
Pennsylvania
$3.38M -$64.7K -200 -2%
GSWM
1590
Greenup Street Wealth Management
Michigan
$3.37M -$278K -859 -8%
V
1591
VeraBank
Texas
$3.36M +$102K +315 +3%
PWA
1592
Phoenix Wealth Advisors
North Carolina
$3.36M -$97K -300 -3%
BWM
1593
BerganKDV Wealth Management
Minnesota
$3.36M +$1.29K +4 +0%
ATC
1594
Adirondack Trust Company
New York
$3.36M +$247K +764 +9%
DA
1595
DSC Advisors
Illinois
$3.35M +$1.55M +4,798 +102%
TFM
1596
TFC Financial Management
Massachusetts
$3.34M
VC
1597
Vicus Capital
Pennsylvania
$3.33M -$26.2K -81 -0.9%
ACA
1598
Atlas Capital Advisors
Wyoming
$3.33M -$451K -1,394 -13%
CWM
1599
Calamos Wealth Management
Illinois
$3.3M +$188K +582 +7%
TSS
1600
Thomas Story & Son
Indiana
$3.3M -$256K -790 -8%