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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
VR
1851
Viridian RIA
Washington
$2.28M -$74.1K -229 -3%
CPO
1852
Cerity Partners OCIO
New York
$2.27M +$31.1K +96 +2%
1WM
1853
1900 Wealth Management
Texas
$2.27M -$15.5K -48 -0.7%
SCM
1854
Spreng Capital Management
Ohio
$2.27M +$51.8K +160 +3%
LBC
1855
Lowe Brockenbrough & Co
Virginia
$2.26M
MA
1856
MCF Advisors
Kentucky
$2.26M +$2.07M +6,393 New
CGPCS
1857
Capital Group Private Client Services
California
$2.25M -$8.09K -25 -0.4%
FFS
1858
Founders Financial Securities
Maryland
$2.25M +$43K +133 +2%
LP
1859
LMR Partners
United Kingdom
$2.25M +$2.06M +6,377 New
VC
1860
Vestor Capital
Illinois
$2.25M -$18.1K -56 -0.9%
Financial Engines Advisors
1861
Financial Engines Advisors
California
$2.25M -$877K -2,710 -30%
SAM
1862
Seelaus Asset Management
New Jersey
$2.24M
WPWM
1863
Western Pacific Wealth Management
Illinois
$2.24M +$90.6K +280 +5%
RWA
1864
Redhawk Wealth Advisors
Minnesota
$2.23M +$288K +891 +16%
CWP
1865
Concord Wealth Partners
Virginia
$2.23M +$847K +2,620 +71%
TA
1866
Tectonic Advisors
Texas
$2.22M +$155K +480 +8%
IDA
1867
Intelligence Driven Advisers
California
$2.22M +$120K +370 +6%
LWM
1868
Lyell Wealth Management
California
$2.22M -$37.8K -117 -2%
EIA
1869
Eldridge Investment Advisors
New Hampshire
$2.22M
CCM
1870
Consolidated Capital Management
California
$2.21M -$31.4K -97 -2%
LWM
1871
Ledge Wealth Management
Minnesota
$2.21M +$2.02M +6,258 New
RW
1872
Rede Wealth
Virginia
$2.2M +$201K +622 +11%
GWM
1873
Greenwich Wealth Management
Connecticut
$2.19M +$59.8K +185 +3%
SCM
1874
Sterneck Capital Management
Missouri
$2.19M +$1.94K +6 +0.1%
AAM
1875
Aureus Asset Management
Massachusetts
$2.19M +$5.5K +17 +0.3%