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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
KL
2201
KilterHowling LLC
Colorado
$1.36M +$20.1K +62 +2%
SWA
2202
Sutton Wealth Advisors
Florida
$1.36M -$2.59K -8 -0.2%
RIM
2203
Redwood Investment Management
Arizona
$1.36M -$302K -935 -20%
GCP
2204
Gill Capital Partners
Colorado
$1.36M +$101K +311 +9%
TWM
2205
TMD Wealth Management
Arizona
$1.35M +$37.2K +115 +3%
CNBT
2206
Cornerstone National Bank & Trust
Illinois
$1.35M +$53.7K +166 +5%
NWA
2207
New World Advisors
Massachusetts
$1.35M -$702K -2,170 -36%
CWG
2208
Crown Wealth Group
North Carolina
$1.35M +$422K +1,305 +52%
PA
2209
Parkside Advisors
California
$1.34M -$35.3K -109 -3%
BOM
2210
Bank of Marin
California
$1.34M -$12.9K -40 -1%
QPW
2211
Quantum Private Wealth
Florida
$1.34M
LWMG
2212
Levy Wealth Management Group
Pennsylvania
$1.34M +$83.5K +258 +7%
EFG
2213
Everhart Financial Group
Ohio
$1.34M +$371K +1,146 +43%
APC
2214
Asset Planning Corporation
Tennessee
$1.34M +$631K +1,950 +106%
IWN
2215
Independent Wealth Network
Iowa
$1.34M +$195K +603 +19%
HPWM
2216
High Pines Wealth Management
Massachusetts
$1.33M +$102K +316 +9%
BDF
2217
Black Diamond Financial
Maryland
$1.31M +$20.4K +63 +2%
PWMG
2218
Prestige Wealth Management Group
New Jersey
$1.31M +$2.91K +9 +0.2%
EIP
2219
Easterly Investment Partners
Massachusetts
$1.31M -$10.5M -32,324 -90%
TCWM
2220
Total Clarity Wealth Management
Illinois
$1.31M +$279K +861 +30%
CCM
2221
Community Capital Management
Florida
$1.31M -$1.2M -3,700 Closed
CG
2222
CFO4Life Group
Texas
$1.3M +$40.1K +124 +3%
AIL
2223
AGF Investments LLC
Ontario, Canada
$1.3M -$107K -331 -8%
GHA
2224
GW Henssler & Associates
Georgia
$1.3M +$16.2K +50 +1%
LFA
2225
Legacy Financial Advisors
Kentucky
$1.3M +$110K +340 +10%