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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
VCP
1901
Verus Capital Partners
Arizona
$2.12M +$2.09M +6,476 New
JWM
1902
Jupiter Wealth Management
Colorado
$2.12M
EFI
1903
EHP Funds Inc
Canada
$2.12M +$1.94M +6,000 New
1WA
1904
180 Wealth Advisors
Washington
$2.12M +$20.1K +62 +1%
FA
1905
Fiducient Advisors
Illinois
$2.11M
GCA
1906
Gradient Capital Advisors
California
$2.11M +$237K +732 +14%
GFP
1907
Guardian Financial Partners
California
$2.1M +$49.2K +152 +2%
LSA
1908
Leonteq Securities AG
Switzerland
$2.1M -$946K -2,926 -33%
AWA
1909
AmeriServ Wealth Advisors
Pennsylvania
$2.1M +$1.59M +4,915 +470%
IF
1910
Intrua Financial
Texas
$2.1M +$71.2K +220 +4%
TW
1911
TrinityPoint Wealth
Connecticut
$2.1M +$20.7K +64 +1%
MCM
1912
Magnolia Capital Management
New York
$2.1M -$147K -455 -7%
EWS
1913
Evergreen Wealth Solutions
Pennsylvania
$2.1M -$31.1K -96 -2%
BFG
1914
Bouchey Financial Group
New York
$2.1M -$117K -362 -6%
GGS
1915
Galvin Gaustad & Stein
Arizona
$2.09M +$4.53K +14 +0.2%
TAM
1916
Townsend Asset Management
North Carolina
$2.09M
MCM
1917
Monarch Capital Management
Indiana
$2.09M -$1.29K -4 -0.1%
MFS
1918
Madrona Financial Services
Washington
$2.09M
I
1919
INVST
Indiana
$2.08M +$62.1K +192 +3%
TB
1920
Treynor Bancshares
Iowa
$2.08M -$19.4K -60 -1%
EWM
1921
Executive Wealth Management
Michigan
$2.08M +$239K +738 +14%
AAS
1922
Annex Advisory Services
Wisconsin
$2.07M +$24.3K +75 +1%
CIC
1923
Cutler Investment Counsel
Oregon
$2.07M +$1.06M +3,269 +127%
AWM
1924
Accurate Wealth Management
Florida
$2.06M +$1.1M +3,397 +139%
GWM
1925
GSB Wealth Management
Connecticut
$2.06M -$64.7K -200 -3%