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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
BWP
2151
BSW Wealth Partners
Colorado
$1.44M -$15.2K -47 -1%
AFS
2152
Axiom Financial Strategies
Indiana
$1.44M -$5.5K -17 -0.4%
ORC
2153
O'Rourke & Company
Massachusetts
$1.44M +$35.6K +110 +3%
WI
2154
Wedgewood Investors
Pennsylvania
$1.44M
JCM
2155
Jag Capital Management
Missouri
$1.43M -$680K -2,101 -27%
NI
2156
NFC Investments
Tennessee
$1.43M
AWG
2157
Altus Wealth Group
Colorado
$1.43M +$47.9K +148 +4%
SCA
2158
Sage Capital Advisors
South Dakota
$1.43M -$40.4K -125 -3%
RWA
2159
RGT Wealth Advisors
Texas
$1.43M
KA
2160
Kercheville Advisors
Texas
$1.43M +$95.7K +296 +8%
APWM
2161
Atlas Private Wealth Management
New York
$1.43M +$154K +477 +13%
PM
2162
Penbrook Management
New York
$1.43M +$204K +630 +18%
MAWCM
2163
Mine & Arao Wealth Creation & Management
California
$1.42M
SSWM
2164
Sheets Smith Wealth Management
North Carolina
$1.42M +$24.9K +77 +2%
OHIS
2165
Oak Harvest Investment Services
Texas
$1.42M +$111K +344 +9%
GA
2166
Gateway Advisory
New Jersey
$1.41M +$1.05M +3,248 +429%
PWM
2167
PBMares Wealth Management
Virginia
$1.41M +$406K +1,255 +46%
CFA
2168
Capstone Financial Advisors
Illinois
$1.41M +$1.62K +5 +0.1%
SOW
2169
State of Wyoming
Wyoming
$1.41M -$50.5K -156 -4%
SFS
2170
Strategic Financial Services
New York
$1.41M +$139K +430 +12%
PG
2171
Proffitt & Goodson
Tennessee
$1.4M +$321K +992 +33%
SIM
2172
SSI Investment Management
California
$1.4M -$23.3K -72 -2%
ACM
2173
Armbruster Capital Management
New York
$1.4M +$8.09K +25 +0.6%
KCIA
2174
Kingsbury Capital Investment Advisors
Illinois
$1.4M +$1.28M +3,966 New
HP
2175
Holowesko Partners
Bahamas
$1.4M