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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
RS
2076
Retirement Solution
Washington
$1.62M +$237K +732 +19%
RZH
2077
Relyea Zuckerberg Hanson
Connecticut
$1.62M +$23.9K +74 +2%
CC
2078
Courier Capital
New York
$1.61M -$126K -388 -8%
WE
2079
Wealth Effects
Massachusetts
$1.6M +$4.85K +15 +0.3%
TP
2080
Tranquility Partners
Tennessee
$1.6M +$12.9K +40 +0.9%
B
2081
Bensler
Washington
$1.6M +$1.47M +4,544 New
OAM
2082
Occidental Asset Management
California
$1.6M +$13.6K +42 +0.9%
PP
2083
Prosperity Planning
Missouri
$1.6M
Edgewood Management
2084
Edgewood Management
Connecticut
$1.6M
RMC
2085
Resources Management Corp
Connecticut
$1.6M +$66K +204 +5%
KMWM
2086
Keudell/Morrison Wealth Management
Oregon
$1.6M -$1.62K -5 -0.1%
CA
2087
Crewe Advisors
Utah
$1.6M +$384K +1,188 +36%
EB
2088
Eastern Bank
Massachusetts
$1.59M -$868K -2,683 -37%
PO
2089
Private Ocean
California
$1.59M -$18.8K -58 -1%
HFS
2090
Heritage Financial Services
Massachusetts
$1.59M +$530K +1,637 +57%
WAM
2091
Worth Asset Management
Texas
$1.59M +$1.67M +5,164 New
PPW
2092
Parcion Private Wealth
Washington
$1.59M -$62.1K -192 -4%
WAOI
2093
Wealth Advisors of Iowa
Iowa
$1.59M -$644K -1,991 -100%
SIC
2094
SFE Investment Counsel
California
$1.59M -$61.5K -190 -4%
VFPI
2095
Vantage Financial Partners (Illinois)
Illinois
$1.58M -$6.47K -20 -0.4%
ALAM
2096
Asahi Life Asset Management
Japan
$1.58M +$704K +2,175 +94%
HC
2097
Hamilton Capital
Ohio
$1.58M +$289K +894 +25%
GB
2098
Goepper Burkhardt
South Carolina
$1.57M
TCOT
2099
Trust Company of Toledo
Ohio
$1.57M
FFG
2100
Ford Financial Group
California
$1.57M -$25.9K -80 -2%