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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
AWM
2276
Atticus Wealth Management
Florida
$1.22M +$267K +826 +31%
SHJ
2277
Sharkey, Howes & Javer
Colorado
$1.22M
CG
2278
Clarus Group
Texas
$1.22M +$75.4K +233 +7%
OR
2279
Olympiad Research
Connecticut
$1.22M -$12.9K -40 -1%
FVWA
2280
Foster Victor Wealth Advisors
South Carolina
$1.21M +$114K +353 +11%
KWM
2281
Keebeck Wealth Management
Illinois
$1.21M +$201K +620 +22%
FNBOH
2282
First National Bank of Hutchinson
Kansas
$1.21M +$1.29K +4 +0.1%
FEM
2283
Fulcrum Equity Management
Texas
$1.21M -$177K -547 -14%
BA
2284
Bard Associates
Illinois
$1.21M
MPCG
2285
Matrix Private Capital Group
New York
$1.21M +$44K +136 +4%
LWAM
2286
Legacy Wealth Asset Management
Minnesota
$1.21M +$1.94K +6 +0.2%
LK
2287
Lumbard & Kellner
New Hampshire
$1.21M +$14.2K +44 +1%
JMFC
2288
J.M. Forbes & Co
Massachusetts
$1.2M -$1.94K -6 -0.2%
SIC
2289
Sigma Investment Counselors
Michigan
$1.2M +$8.09K +25 +0.7%
TFA
2290
Triad Financial Advisors
North Carolina
$1.2M +$11.3K +35 +1%
HP
2291
HT Partners
Connecticut
$1.2M -$20.4K -63 -2%
AC
2292
Aristides Capital
Kentucky
$1.2M
BPFA
2293
Barnes Pettey Financial Advisors
Mississippi
$1.2M +$59.8K +185 +6%
AA
2294
Advisory Alpha
Michigan
$1.2M +$142K +439 +15%
LWA
2295
Lenox Wealth Advisors
New York
$1.2M +$82.2K +254 +8%
KIG
2296
Kowal Investment Group
Wisconsin
$1.19M -$332K -1,027 -23%
CWA
2297
Cornerstone Wealth Advisors
Minnesota
$1.19M -$22.6K -70 -2%
TC
2298
Trilogy Capital
California
$1.19M -$1.38M -4,273 -56%
SA
2299
Sunesis Advisors
Kansas
$1.19M -$31.4K -97 -3%
AL
2300
ACAS LLC
California
$1.18M +$14.6K +45 +1%