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
NCM
1626
Next Capital Management
New York
$3.17M +$20.4K +63 +0.7%
LL
1627
LPWM LLC
Minnesota
$3.15M -$61.8K -191 -2%
TSS
1628
Two Sigma Securities
New York
$3.15M +$1.31M +4,038 +82%
RWM
1629
RKL Wealth Management
Pennsylvania
$3.15M +$14.9K +46 +0.5%
OCM
1630
Orser Capital Management
Texas
$3.14M -$145K -447 -5%
GKFF
1631
George Kaiser Family Foundation
Oklahoma
$3.13M
TC
1632
Trust Company
Kansas
$3.13M -$503K -1,555 -15%
BWA
1633
BDO Wealth Advisors
Florida
$3.12M -$126K -390 -4%
MYLI
1634
Meiji Yasuda Life Insurance
Japan
$3.12M +$86K +266 +3%
EVM
1635
Evelyn V. Moreno
$3.12M -$82.5K -255 -3%
CWS
1636
Confluence Wealth Services
Pennsylvania
$3.1M -$51.8K -160 -2%
CAWM
1637
Capital Advisors Wealth Management
Washington
$3.1M +$122K +376 +4%
ACM
1638
Alpha Capital Management
Texas
$3.09M +$2.49M +7,690 +715%
RPC
1639
Rossmore Private Capital
Connecticut
$3.08M +$335K +1,037 +13%
DRS
1640
Deane Retirement Strategies
Louisiana
$3.06M +$2.82M +8,703 New
PFG
1641
Peterson Financial Group
Iowa
$3.05M +$92.8K +287 +3%
TC
1642
Truvestments Capital
Florida
$3.05M +$19.7K +61 +0.7%
VW
1643
Vance Wealth
California
$3.04M
SB
1644
Strategic Blueprint
Georgia
$3.03M +$352K +1,087 +15%
RCWM
1645
Royal Capital Wealth Management
Indiana
$3.03M +$1.29M +4,000 +87%
IMA
1646
Investment Management Associates
Colorado
$3.02M -$106K -327 -4%
UCI
1647
Uncommon Cents Investing
Wisconsin
$3.02M +$433K +1,340 +19%
CS
1648
Comerica Securities
Michigan
$3.02M +$537K +1,659 +24%
HCC
1649
Hirtle Callaghan & Co
Pennsylvania
$3.01M +$2.14M +6,621 +345%
FDS
1650
Freedom Day Solutions
Texas
$3.01M -$90.2K -279 -3%