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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
LFS
1601
Legacy Financial Strategies
Kansas
$3.29M +$68.9K +213 +2%
CBFP
1602
Cedar Brook Financial Partners
Ohio
$3.29M +$5.5K +17 +0.2%
CF
1603
Centaurus Financial
California
$3.28M -$2.17M -6,710 -42%
AFIA
1604
America First Investment Advisors
Nebraska
$3.28M -$45.6K -141 -1%
MIH
1605
Meitav Investment House
Israel
$3.28M -$1.37M -4,223 -31%
IC
1606
Intersect Capital
California
$3.27M +$447K +1,382 +17%
KTC
1607
Kistler-Tiffany Companies
Pennsylvania
$3.27M -$162K -502 -5%
AWM
1608
Aberdeen Wealth Management
Illinois
$3.26M
LFA
1609
Landmark Financial Advisors
Kentucky
$3.26M +$25.2K +78 +0.8%
ICM
1610
Islay Capital Management
Texas
$3.26M +$235K +726 +9%
EWM
1611
Evermay Wealth Management
Virginia
$3.26M +$178K +551 +6%
HCM
1612
Hodges Capital Management
Texas
$3.25M -$2.18M -6,750 -42%
MCCP
1613
Mission Creek Capital Partners
California
$3.25M
MPCL
1614
My Personal CFO LLC
Washington
$3.24M -$172K -532 -5%
DCM
1615
Dimension Capital Management
Florida
$3.23M
CAAS
1616
Capital Asset Advisory Services
Michigan
$3.22M +$12.6K +39 +0.4%
TCOO
1617
Trust Company of Oklahoma
Oklahoma
$3.22M -$2.95M -9,131 -50%
SMA
1618
Sage Mountain Advisors
Georgia
$3.22M -$2.15M -6,637 -42%
DA
1619
Dash Acquisitions
California
$3.22M
FWP
1620
FAS Wealth Partners
Kansas
$3.21M +$113K +350 +4%
SW
1621
SteelPeak Wealth
California
$3.21M +$282K +873 +11%
SIA
1622
Soltis Investment Advisors
Utah
$3.18M -$613K -1,896 -17%
LHC
1623
Little House Capital
Massachusetts
$3.17M -$25.9K -80 -0.9%
EWM
1624
EPG Wealth Management
Georgia
$3.17M +$486K +1,504 +20%
BW
1625
Bison Wealth
Georgia
$3.17M +$33.3K +103 +1%