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Berkshire Hathaway Class B

3,434 hedge funds and large institutions have $301B invested in Berkshire Hathaway Class B in 2022 Q1 according to their latest regulatory filings, with 196 funds opening new positions, 1,397 increasing their positions, 1,305 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,434
Holders Change
+42
Holders Change %
+1.24%
% of All Funds
54.34%
Holding in Top 10
649
Holding in Top 10 Change
+123
Holding in Top 10 Change %
+23.38%
% of All Funds
10.27%
New
196
Increased
1,397
Reduced
1,305
Closed
111
Calls
$6.71B
Puts
$5.23B
Net Calls
+$1.48B
Net Calls Change
+$541M
Name Holding Trade Value Shares
Change
Shares
Change %
TRIA
1951
Trail Ridge Investment Advisors
Colorado
$1.96M -$73K -207 -4%
AIP
1952
Almanack Investment Partners
Pennsylvania
$1.95M -$47.3K -134 -2%
DBRC
1953
D.B. Root & Company
Pennsylvania
$1.95M +$8.47K +24 +0.4%
SCA
1954
Sandy Cove Advisors
Massachusetts
$1.95M +$195K +553 +11%
SW
1955
StrongBox Wealth
Missouri
$1.95M +$1.39M +3,927 +248%
LGA
1956
Lebenthal Global Advisors
New York
$1.94M +$799K +2,267 +70%
NGA
1957
Naples Global Advisors
Florida
$1.94M -$1.77K -5 -0.1%
GAM
1958
Gemmer Asset Management
California
$1.94M +$289K +820 +18%
HBW
1959
Hazlett, Burt & Watson
West Virginia
$1.94M +$1.94M +5,492 New
CWM
1960
Connecticut Wealth Management
Connecticut
$1.93M -$406K -1,151 -17%
FPGK
1961
Financial Partners Group (Kansas)
Kansas
$1.93M +$410K +1,161 +27%
QPWM
1962
Quadrant Private Wealth Management
Pennsylvania
$1.93M +$2.82K +8 +0.1%
BAAM
1963
Baker Avenue Asset Management
California
$1.92M +$458K +1,297 +31%
BWM
1964
BCS Wealth Management
Tennessee
$1.92M -$193K -548 -9%
BAM
1965
Baldrige Asset Management
Pennsylvania
$1.92M
JSW
1966
Journey Strategic Wealth
New Jersey
$1.92M +$182K +515 +10%
LWM
1967
Liberty Wealth Management
California
$1.92M +$1.92M +5,433 New
DSN
1968
D. Scott Neal
Kentucky
$1.92M +$353K +1,000 +23%
NMG
1969
New Millennium Group
Utah
$1.91M +$1.31M +3,713 +219%
G
1970
GenTrust
Florida
$1.89M +$418K +1,185 +28%
FEG
1971
Financial Enhancement Group
Indiana
$1.87M -$60K -170 -3%
MWM
1972
Mattern Wealth Management
Kansas
$1.87M -$93.5K -265 -5%
CIG
1973
Cairn Investment Group
Washington
$1.87M
CFG
1974
CMC Financial Group
Georgia
$1.87M +$1.44M +4,509 +336%
BHWM
1975
Beaird Harris Wealth Management
Texas
$1.86M -$450K -1,276 -19%