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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
SFA
1676
Semmax Financial Advisors
North Carolina
$2.95M -$456K -1,409 -14%
TLCM
1677
Twin Lakes Capital Management
California
$2.94M +$10.7K +33 +0.4%
SCM
1678
SOL Capital Management
Maryland
$2.94M -$113K -350 -4%
VAS
1679
Vestmark Advisory Solutions
Massachusetts
$2.92M +$164K +507 +7%
PFSC
1680
Peoples Financial Services Corp
Pennsylvania
$2.92M -$154K -476 -5%
AA
1681
Aufman Associates
Pennsylvania
$2.92M -$8.41K -26 -0.3%
BCM
1682
Bronte Capital Management
Australia
$2.92M -$115M -354,791 -85%
IIM
1683
InTrack Investment Management
Vermont
$2.91M -$306K -945 -10%
BWP
1684
Baldwin Wealth Partners
Massachusetts
$2.9M +$260K +805 +11%
PTCG
1685
Pring Turner Capital Group
California
$2.89M +$160K +494 +6%
BZWA
1686
Blue Zone Wealth Advisors
California
$2.89M -$1.94K -6 -0.1%
SAM
1687
Security Asset Management
New York
$2.89M -$31.4K -97 -1%
GC
1688
Garde Capital
Washington
$2.89M +$127K +393 +5%
CA
1689
Continuum Advisory
Idaho
$2.89M +$1.32M +4,083 +84%
LG
1690
LaFleur & Godfrey
Michigan
$2.88M +$21K +65 +0.8%
LAIC
1691
Lederer & Associates Investment Counsel
California
$2.87M -$23.9K -74 -0.9%
CIAS
1692
Capital Investment Advisory Services
North Carolina
$2.87M +$10.7K +33 +0.4%
WAOTB
1693
Wealth Advisors of Tampa Bay
Florida
$2.86M
VIA
1694
Vickerman Investment Advisors
Washington
$2.85M +$137K +423 +5%
IMOV
1695
Investment Management of Virginia
Virginia
$2.84M +$85.4K +264 +3%
ROTUOC
1696
Regents of the University of California
California
$2.84M
EWM
1697
Endurance Wealth Management
Rhode Island
$2.84M +$197K +610 +8%
WA
1698
Wambolt & Associates
Colorado
$2.83M +$1.15M +3,548 +79%
SIAP
1699
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.83M -$85.7K -265 -3%
CA
1700
Cortland Associates
Missouri
$2.83M