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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
DSN
1976
D. Scott Neal
Kentucky
$1.92M +$323K +1,000 +23%
NMG
1977
New Millennium Group
Utah
$1.91M +$1.2M +3,713 +219%
G
1978
GenTrust
Florida
$1.89M +$383K +1,185 +28%
FEG
1979
Financial Enhancement Group
Indiana
$1.87M -$55K -170 -3%
MWM
1980
Mattern Wealth Management
Kansas
$1.87M -$85.7K -265 -5%
CIG
1981
Cairn Investment Group
Washington
$1.87M
CFG
1982
CMC Financial Group
Georgia
$1.86M +$1.46M +4,509 +336%
BHWM
1983
Beaird Harris Wealth Management
Texas
$1.86M -$413K -1,276 -19%
PCG
1984
Private Capital Group
Connecticut
$1.86M +$11.3K +35 +0.7%
MFG
1985
MidWestOne Financial Group
Iowa
$1.85M
EGM
1986
Engineers Gate Manager
New York
$1.85M -$250K -772 -13%
UAS
1987
United Asset Strategies
New York
$1.85M -$4.85K -15 -0.3%
IIL
1988
Insight Inv LLC
California
$1.85M -$46.9K -145 -3%
GC
1989
Gilbert & Cook
Iowa
$1.84M +$188K +581 +13%
VCM
1990
Vivaldi Capital Management
Illinois
$1.84M +$4.53K +14 +0.2%
CIA
1991
Compass Ion Advisors
Pennsylvania
$1.83M -$30.1K -93 -2%
RHBC
1992
R.H. Bluestein & Co
Michigan
$1.83M -$161K -499 -9%
GGHC
1993
Gilder Gagnon Howe & Co
New York
$1.83M +$2.26K +7 +0.1%
WP
1994
WealthShield Partners
North Carolina
$1.83M +$22.3K +69 +1%
CFS
1995
Cannon Financial Strategists
Georgia
$1.83M +$129K +400 +8%
CPA
1996
Capital Planning Advisors
California
$1.82M +$72.8K +225 +5%
WA
1997
Wealth Alliance
New York
$1.82M -$37.2K -115 -2%
CCM
1998
Conway Capital Management
California
$1.81M
HR
1999
Hardy Reed
Mississippi
$1.81M +$84.1K +260 +5%
FWTB
2000
First Western Trust Bank
Colorado
$1.81M +$1.64M +5,056 New