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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
FSG
2401
Financial Strategies Group
Michigan
$1.05M +$959K +2,965 New
KTA
2402
Keeley-Teton Advisors
Illinois
$1.04M
ODIJL
2403
One Day In July LLC
Vermont
$1.04M +$31.4K +97 +3%
PP
2404
Patron Partners
Texas
$1.04M +$27.8K +86 +3%
OCPWS
2405
One Charles Private Wealth Services
Massachusetts
$1.04M +$181K +559 +23%
AF
2406
Affiance Financial
Minnesota
$1.04M -$12.9K -40 -1%
AWM
2407
Aevitas Wealth Management
Massachusetts
$1.03M -$1.62K -5 -0.2%
YWS
2408
Yarger Wealth Strategies
Ohio
$1.03M
RWB
2409
RMR Wealth Builders
New Jersey
$1.03M +$14.6K +45 +2%
BP
2410
BCK Partners
New York
$1.03M
KPWG
2411
KFA Private Wealth Group
Virginia
$1.02M +$114K +353 +14%
JLBC
2412
J.L. Bainbridge & Co
Florida
$1.02M +$34.3K +106 +4%
ERWM
2413
Elk River Wealth Management
Colorado
$1.02M +$449K +1,389 +93%
SSA
2414
South Street Advisors
New York
$1.02M
NEGWA
2415
New England Guild Wealth Advisors
Connecticut
$1.01M -$64.7K -200 -7%
GPA
2416
Guerra Pan Advisors
New Jersey
$1.01M
CMP
2417
Courage Miller Partners
Virginia
$1.01M -$647 -2 -0.1%
TFGT
2418
TS Financial Group (TSFG)
Illinois
$1.01M +$439K +1,358 +90%
LRWA
2419
Long Run Wealth Advisors
New York
$1.01M +$41.1K +127 +5%
BCM
2420
BlueCrest Capital Management
Jersey
$1.01M +$927K +2,866 New
WF
2421
Warner Financial
Maryland
$1.01M
DC
2422
DeDora Capital
California
$1.01M +$926K +2,863 New
RA
2423
Rise Advisors
New York
$1.01M +$51.8K +160 +6%
HA
2424
Herold Advisors
New York
$1.01M
BMC
2425
Beaton Management Company
Massachusetts
$1M +$23.9K +74 +3%