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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
CFA
2426
CWS Financial Advisors
Michigan
$1M -$16.2K -50 -2%
6F
2427
626 Financial
Michigan
$1M -$155K -479 -14%
HWA
2428
HHM Wealth Advisors
Tennessee
$1M
WLIM
2429
White Lighthouse Investment Management
Massachusetts
$999K +$422K +1,305 +86%
AWM
2430
Aprio Wealth Management
Georgia
$998K +$34.3K +106 +4%
SWM
2431
Scissortail Wealth Management
Oklahoma
$998K +$321K +991 +43%
ACA
2432
Affinity Capital Advisors
California
$997K -$146K -450 -14%
FDS
2433
First Dallas Securities
Texas
$997K -$16.2K -50 -2%
SWM
2434
Silverlake Wealth Management
Vermont
$997K +$62.1K +192 +7%
AF
2435
Alerus Financial
North Dakota
$996K -$79.6K -246 -8%
SWP
2436
ShoreHaven Wealth Partners
New Jersey
$994K +$182K +562 +25%
RHAM
2437
Round Hill Asset Management
California
$993K
PPW
2438
Pasadena Private Wealth
California
$990K +$16.2K +50 +2%
OPWM
2439
Oakwell Private Wealth Management
Texas
$988K +$54K +167 +6%
VWM
2440
Venturi Wealth Management
Texas
$985K +$504K +1,557 +126%
CMS
2441
Capital Market Strategies
Florida
$983K +$98K +303 +12%
MAC
2442
Mason & Associates (California)
California
$982K +$524K +1,620 +139%
HSWM
2443
Hubbell Strickland Wealth Management
Louisiana
$980K -$32.3K -100 -3%
KFI
2444
Key Financial Inc
Pennsylvania
$979K +$22K +68 +3%
AIA
2445
Allied Investment Advisors
Montana
$978K
PP
2446
Paloma Partners
Connecticut
$973K +$892K +2,759 New
BCM
2447
Boltwood Capital Management
California
$970K -$56.9K -176 -6%
AIM
2448
ARGA Investment Management
Connecticut
$968K -$386K -1,192 -30%
BCM
2449
Bienville Capital Management
New York
$967K
AW
2450
Avion Wealth
Texas
$966K +$30.4K +94 +4%