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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
WGAM
1726
Wilkinson Global Asset Management
New York
$2.74M
CCA
1727
Childress Capital Advisors
Texas
$2.74M +$82.5K +255 +3%
BFS
1728
Baskin Financial Services
Ontario, Canada
$2.73M -$329K -1,018 -12%
Fuller & Thaler Asset Management
1729
Fuller & Thaler Asset Management
California
$2.73M -$841K -2,600 -25%
CSB
1730
City State Bank
Iowa
$2.73M +$145K +448 +6%
JAG
1731
Journey Advisory Group
Kentucky
$2.73M +$186K +575 +8%
AIIMS
1732
Analyst IMS Investment Management Services
Israel
$2.73M -$65.7K -203 -3%
FAM
1733
Formidable Asset Management
Ohio
$2.72M -$16.8K -52 -0.7%
AIP
1734
Ahrens Investment Partners
Louisiana
$2.72M +$1.17M +3,620 +89%
JBA
1735
Johnson Bixby & Associates
Washington
$2.71M +$115K +356 +5%
CNC
1736
Canandaigua National Corp
New York
$2.71M -$28.1K -87 -1%
VFA
1737
Voya Financial Advisors
Connecticut
$2.71M +$196K +605 +9%
HWMG
1738
Hurlow Wealth Management Group
Indiana
$2.69M -$107K -331 -4%
NAM
1739
NTV Asset Management
West Virginia
$2.69M
WW
1740
Westshore Wealth
California
$2.69M +$35.6K +110 +1%
CB
1741
Cadence Bank
Mississippi
$2.68M +$827K +2,556 +51%
FI
1742
Fosun International
China
$2.68M -$3.3M -10,198 -58%
AIS
1743
American Investment Services
Massachusetts
$2.68M -$42K -130 -2%
EGA
1744
E&G Advisors
Texas
$2.68M
SMC
1745
Smith, Moore & Co
Missouri
$2.67M +$64.7K +200 +3%
HHGA
1746
Halbert Hargrove Global Advisors
California
$2.66M -$17.8K -55 -0.7%
HAS
1747
HBW Advisory Services
California
$2.66M +$1.81M +5,604 +291%
AA
1748
Alesco Advisors
New York
$2.65M +$388K +1,198 +19%
PCS
1749
Personal CFO Solutions
New Jersey
$2.63M +$32.7K +101 +1%
GA
1750
GoalVest Advisory
New York
$2.63M +$2.41M +7,462 New