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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
CA
2451
Claro Advisors
Massachusetts
$965K
DFA
2452
DHJJ Financial Advisors
Illinois
$965K
FMI
2453
F/M Investments
District of Columbia
$963K
IF
2454
Integrity Financial
Wyoming
$961K -$147K -453 -14%
AT
2455
Arvest Trust
Oklahoma
$961K +$208K +643 +31%
CNB
2456
Camden National Bank
Maine
$959K -$278K -860 -24%
BFA
2457
Bill Few Associates
Pennsylvania
$958K +$51.8K +160 +6%
HWM
2458
Hemington Wealth Management
Virginia
$956K +$266K +821 +44%
TFF
2459
The Family Firm
Maryland
$956K +$1.72M +5,324 +16%
MAA
2460
Matrix Asset Advisors
New York
$955K +$647 +2 +0.1%
AWA
2461
Amplius Wealth Advisors
Pennsylvania
$955K +$127K +392 +17%
NCM
2462
Northwest Capital Management
Oregon
$951K +$12.9K +40 +2%
MHWM
2463
Montz Harcus Wealth Management
Louisiana
$950K
PC
2464
Port Capital
Illinois
$950K +$311K +963 +56%
ACA
2465
Ackerman Capital Advisors
Texas
$948K
BEW
2466
Burton Enright Welch
California
$948K +$20.7K +64 +2%
BFA
2467
Beacon Financial Advisory
Ohio
$947K +$9.38K +29 +1%
WFAG
2468
Wescott Financial Advisory Group
Pennsylvania
$945K +$546K +1,687 +170%
CS
2469
Capital Square
Tennessee
$943K
PIA
2470
Powell Investment Advisors
Florida
$943K +$296K +916 +52%
MSCM
2471
McElhenny Sheffield Capital Management
Texas
$942K -$34.9K -108 -4%
AIM
2472
Athena Investment Management
California
$940K +$863K +2,669 New
WMC
2473
Westwood Management Corporation
Illinois
$935K
RCM
2474
RNC Capital Management
California
$935K +$57.3K +177 +7%
IC
2475
Inscription Capital
Texas
$934K