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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
OCM
1701
One Capital Management
California
$2.83M +$2.6M +8,032 New
NA
1702
Nottingham Advisors
New York
$2.83M
WAM
1703
Weatherly Asset Management
California
$2.83M -$51.8K -160 -2%
RW
1704
REDW Wealth
New Mexico
$2.82M -$6.47K -20 -0.2%
AFA
1705
Abacus FCF Advisors
Florida
$2.82M -$850K -2,628 -25%
CWM
1706
C2C Wealth Management
Arizona
$2.82M -$65.3K -202 -2%
MGWM
1707
Marks Group Wealth Management
Minnesota
$2.81M +$151K +467 +6%
CHP
1708
Cable Hill Partners
Oregon
$2.81M -$379K -1,173 -13%
Cohen & Steers
1709
Cohen & Steers
New York
$2.8M +$355K +1,098 +16%
CCM
1710
Condor Capital Management
New Jersey
$2.79M -$10K -31 -0.4%
RA
1711
Rational Advisors
New York
$2.79M +$2.53M +7,809 +9,187%
LCP
1712
Legacy Capital Partners
Wisconsin
$2.78M +$29.4K +91 +1%
AW
1713
ACG Wealth
Georgia
$2.78M -$533K -1,647 -17%
LAS
1714
LWM Advisory Services
Florida
$2.77M +$296K +916 +13%
AWS
1715
AJ Wealth Strategies
New York
$2.77M
AMC
1716
Asset Management Corp
Illinois
$2.77M -$137K -425 -5%
PAM
1717
Paradigm Asset Management
New York
$2.76M
SXL
1718
Summit X LLC
Missouri
$2.75M -$4.53K -14 -0.2%
LC
1719
Longitude (Cayman)
Cayman Islands
$2.75M -$712K -2,200 -22%
KCA
1720
Karn Couzens & Associates
Connecticut
$2.75M -$43K -133 -2%
KA
1721
Klingman & Associates
New York
$2.75M -$5.17K -16 -0.2%
MWM
1722
Merriman Wealth Management
Washington
$2.75M -$72.1K -223 -3%
FAT
1723
First American Trust
California
$2.74M -$114K -352 -4%
OC
1724
Oakworth Capital
Alabama
$2.74M
CCM
1725
Cribstone Capital Management
Maine
$2.74M -$38.8K -120 -2%