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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
RFA
1876
Resurgent Financial Advisors
Georgia
$2.19M +$213K +658 +12%
TBWA
1877
Three Bridge Wealth Advisors
California
$2.19M +$2.01M +6,202 New
ACM
1878
Aquatic Capital Management
Illinois
$2.19M +$1.94M +6,000 +3,000%
SFG
1879
StrategIQ Financial Group
Indiana
$2.19M -$4.85K -15 -0.2%
GWAG
1880
Garrett Wealth Advisory Group
Texas
$2.18M -$34K -105 -2%
AIM
1881
Avity Investment Management
Connecticut
$2.18M +$20.4K +63 +1%
NB
1882
Northwest Bancshares
Pennsylvania
$2.17M
BWM
1883
BCGM Wealth Management
Indiana
$2.17M +$186K +576 +9%
WSC
1884
Wellington Shields & Co
New York
$2.16M +$126K +388 +7%
OWA
1885
Octavia Wealth Advisors
Ohio
$2.16M -$101K -311 -5%
WC
1886
Winmill & Co
New York
$2.16M
HI
1887
Hudock Inc
Pennsylvania
$2.15M -$23.6K -73 -1%
CA
1888
Calton & Associates
Florida
$2.15M +$541K +1,674 +38%
GCS
1889
Gordian Capital (Singapore)
Singapore
$2.15M -$56.3K -174 -2%
ESB
1890
Essex Savings Bank
Connecticut
$2.14M +$371K +1,147 +23%
CA
1891
CoreCap Advisors
Michigan
$2.14M -$109K -338 -5%
LRIA
1892
Leonard Rickey Investment Advisors
Washington
$2.14M +$66.3K +205 +4%
EDRIA
1893
Edmonds Duncan Registered Investment Advisors
Kansas
$2.13M -$32.3K -100 -2%
APG
1894
Abacus Planning Group
South Carolina
$2.13M
HCM
1895
Hall Capital Management
Rhode Island
$2.13M +$87K +269 +5%
WCG
1896
Weaver Consulting Group
California
$2.13M +$99.6K +308 +5%
LWA
1897
Lineweaver Wealth Advisors
Ohio
$2.13M +$30.7K +95 +2%
AWP
1898
Abacus Wealth Partners
California
$2.13M -$3.23K -10 -0.2%
PTC
1899
Provident Trust Company
Wisconsin
$2.12M
FCM
1900
Firestone Capital Management
Florida
$2.12M