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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
RVPG
2326
Relative Value Partners Group
$1.14M +$548K +1,693 +110%
FC
2327
Family CFO
California
$1.14M
SG
2328
Strid Group
Pennsylvania
$1.14M -$16.2K -50 -2%
CCP
2329
Clarkston Capital Partners
Michigan
$1.14M +$239K +738 +30%
SDWMA
2330
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.14M -$967K -2,988 -48%
SF
2331
Symphony Financial
Texas
$1.13M +$17.8K +55 +2%
FWP
2332
Firethorn Wealth Partners
Georgia
$1.13M -$8.41K -26 -0.8%
SFG
2333
Sovereign Financial Group
Connecticut
$1.13M +$5.17K +16 +0.5%
KCFA
2334
Key Client Fiduciary Advisors
New Jersey
$1.13M +$316K +976 +44%
9WM
2335
9258 Wealth Management
Ohio
$1.13M +$5.17K +16 +0.5%
SHGA
2336
Sand Hill Global Advisors
California
$1.13M -$213K -660 -17%
TC
2337
Tacita Capital
Ontario, Canada
$1.13M +$194K +600 +23%
WWMSC
2338
Wagner Wealth Management (South Carolina)
South Carolina
$1.12M -$401K -1,241 -28%
TFA
2339
Tranquilli Financial Advisor
New Jersey
$1.12M -$22.6K -70 -2%
BRA
2340
Biechele Royce Advisors
Indiana
$1.12M
SFG
2341
Summit Financial Group
West Virginia
$1.12M
TCM
2342
Tandem Capital Management
New Jersey
$1.12M +$2.59K +8 +0.2%
VST
2343
Van Strum & Towne
California
$1.11M +$302K +933 +42%
PCMK
2344
Paragon Capital Management (Kansas)
Kansas
$1.11M -$11.3K -35 -1%
AF
2345
Apexium Financial
Texas
$1.11M
NFP
2346
Narus Financial Partners
Utah
$1.11M +$1.02M +3,149 New
SJIA
2347
St. James Investment Advisors
New York
$1.11M +$301K +931 +42%
FNB
2348
Farmers National Bank
Kentucky
$1.11M -$25.6K -79 -2%
MA
2349
MKT Advisors
California
$1.11M +$148K +459 +15%
PPWM
2350
Paragon Private Wealth Management
Kentucky
$1.11M +$275K +850 +31%