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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
PWSG
1951
Pacific Wealth Strategies Group
California
$1.97M +$103K +319 +6%
TWA
1952
Tillar-Wenstrup Advisors
Ohio
$1.97M +$72.8K +225 +4%
AR
1953
Advisory Research
Illinois
$1.97M -$859K -2,656 -32%
NAS
1954
Nicolet Advisory Services
Wisconsin
$1.97M +$20.7K +64 +1%
PFG
1955
Pinnacle Financial Group
Illinois
$1.96M -$262K -811 -13%
TC
1956
Titleist Capital
Texas
$1.96M +$640K +1,980 +55%
BDS
1957
Banco de Sabadell
Florida
$1.96M +$1.63M +5,024 +1,005%
SAS
1958
Sanford Advisory Services
Michigan
$1.96M +$18.4K +57 +1%
TRIA
1959
Trail Ridge Investment Advisors
Colorado
$1.96M -$67K -207 -4%
AIP
1960
Almanack Investment Partners
Pennsylvania
$1.95M -$43.3K -134 -2%
DBRC
1961
D.B. Root & Company
Pennsylvania
$1.95M +$7.76K +24 +0.4%
SCA
1962
Sandy Cove Advisors
Massachusetts
$1.95M +$179K +553 +11%
SW
1963
StrongBox Wealth
Missouri
$1.95M +$1.27M +3,927 +248%
LGA
1964
Lebenthal Global Advisors
New York
$1.94M +$733K +2,267 +70%
NGA
1965
Naples Global Advisors
Florida
$1.94M -$1.62K -5 -0.1%
GAM
1966
Gemmer Asset Management
California
$1.94M +$265K +820 +18%
HBW
1967
Hazlett, Burt & Watson
West Virginia
$1.94M +$1.78M +5,492 New
CWM
1968
Connecticut Wealth Management
Connecticut
$1.93M -$372K -1,151 -17%
FPGK
1969
Financial Partners Group (Kansas)
Kansas
$1.93M +$376K +1,161 +27%
QPWM
1970
Quadrant Private Wealth Management
Pennsylvania
$1.93M +$2.59K +8 +0.1%
BAAM
1971
Baker Avenue Asset Management
California
$1.92M +$420K +1,297 +31%
BWM
1972
BCS Wealth Management
Tennessee
$1.92M -$177K -548 -9%
BAM
1973
Baldrige Asset Management
Pennsylvania
$1.92M
JSW
1974
Journey Strategic Wealth
New Jersey
$1.92M +$167K +515 +10%
LWM
1975
Liberty Wealth Management
California
$1.92M +$1.76M +5,433 New