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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
GCM
2001
Galibier Capital Management
Ontario, Canada
$1.81M
RIM
2002
Regent Investment Management
Kentucky
$1.8M -$24.3K -75 -1%
SPC
2003
Stewart & Patten Company
California
$1.8M
BST
2004
Bath Savings Trust
Maine
$1.8M
Credit Agricole
2005
Credit Agricole
France
$1.8M -$614K -1,899 -27%
PIM
2006
Penobscot Investment Management
Massachusetts
$1.8M +$27.5K +85 +2%
HGERS
2007
Householder Group Estate & Retirement Specialist
Arizona
$1.8M +$14.6K +45 +0.9%
AWA
2008
Artemis Wealth Advisors
New York
$1.8M
QFA
2009
Quattro Financial Advisors
Texas
$1.79M
WAS
2010
Wealth Advisory Solutions
Indiana
$1.79M +$1.64M +5,060 New
BBP
2011
Banco BTG Pactual
Brazil
$1.78M +$1.63M +5,051 New
GCM
2012
G2 Capital Management
Ohio
$1.78M -$129K -400 -7%
LJAC
2013
L.J. Altfest & Co
New York
$1.78M +$13.9K +43 +0.9%
MLFP
2014
MPS Loria Financial Planners
Illinois
$1.78M +$1.63M +5,033 New
BI
2015
Ballast Inc
Kentucky
$1.77M +$10K +31 +0.6%
AMBIA
2016
Allen Mooney & Barnes Investment Advisors
Georgia
$1.77M +$1.62M +5,017 New
PP
2017
Pegasus Partners
Wisconsin
$1.77M -$411K -1,271 -20%
P
2018
&Partners
Tennessee
$1.77M +$55.3K +171 +4%
NWMG
2019
National Wealth Management Group
Ohio
$1.77M -$5.17K -16 -0.3%
HL
2020
HeadInvest LLC
Maine
$1.76M +$7.44K +23 +0.5%
BOTW
2021
Bank of the West
California
$1.76M -$102K -315 -6%
M
2022
MOTCO
Texas
$1.75M -$9.78M -30,239 -86%
SCM
2023
Schnieders Capital Management
California
$1.75M -$89K -275 -5%
EF
2024
Empowered Funds
Pennsylvania
$1.75M +$650K +2,010 +68%
AP
2025
Atwood & Palmer
Missouri
$1.74M -$17.8K -55 -1%