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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
GSWM
2126
Golden State Wealth Management
California
$1.5M -$385K -1,190 -22%
IA
2127
Insight Advisors
Pennsylvania
$1.5M -$147K -454 -10%
DWMG
2128
DB Wealth Management Group
California
$1.49M
TFP
2129
Tilia Fiduciary Partners
North Carolina
$1.49M +$81.8K +253 +6%
FPWM
2130
FSB Premier Wealth Management
Iowa
$1.49M +$170K +525 +13%
RG
2131
Renaissance Group
Kentucky
$1.49M +$61.1K +189 +5%
ED
2132
Exane Derivatives
France
$1.49M -$388K -1,200 -22%
CP
2133
Camelot Portfolios
Ohio
$1.48M -$201K -622 -13%
FCT
2134
First Community Trust
Iowa
$1.48M -$16.2K -50 -1%
HLOC
2135
H.L. Ormond & Company
North Carolina
$1.47M -$6.47K -20 -0.5%
BCM
2136
Bourgeon Capital Management
Connecticut
$1.47M +$21K +65 +2%
SIM
2137
Sadoff Investment Management
Wisconsin
$1.47M -$129K -400 -9%
SLT
2138
St Louis Trust
Missouri
$1.47M
DPIM
2139
Duff & Phelps Investment Management
Illinois
$1.45M
CIA
2140
Cladis Investment Advisory
Montana
$1.45M
IAS
2141
IMA Advisory Services
Colorado
$1.45M -$211K -651 -14%
BHA
2142
Beech Hill Advisors
New York
$1.45M
SGI
2143
Summit Global Investments
Utah
$1.45M +$147K +455 +12%
GCAC
2144
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.44M +$14.9K +46 +1%
PP
2145
Patten & Patten
Tennessee
$1.44M +$19.4K +60 +1%
KCM
2146
Kathmere Capital Management
Pennsylvania
$1.44M +$158K +490 +14%
SWM
2147
Sendero Wealth Management
Texas
$1.44M -$590K -1,823 -31%
FLI
2148
Family Legacy Inc
South Carolina
$1.44M -$16.2K -50 -1%
SCA
2149
Stonebridge Capital Advisors
Minnesota
$1.44M +$20.4K +63 +2%
LP
2150
LGL Partners
Pennsylvania
$1.44M -$354K -1,094 -21%