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Berkshire Hathaway Class B

3,434 hedge funds and large institutions have $301B invested in Berkshire Hathaway Class B in 2022 Q1 according to their latest regulatory filings, with 196 funds opening new positions, 1,397 increasing their positions, 1,305 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,434
Holders Change
+42
Holders Change %
+1.24%
% of All Funds
54.34%
Holding in Top 10
649
Holding in Top 10 Change
+123
Holding in Top 10 Change %
+23.38%
% of All Funds
10.27%
New
196
Increased
1,397
Reduced
1,305
Closed
111
Calls
$6.71B
Puts
$5.23B
Net Calls
+$1.48B
Net Calls Change
+$541M
Name Holding Trade Value Shares
Change
Shares
Change %
MAA
2451
Matrix Asset Advisors
New York
$955K +$706 +2 +0.1%
AWA
2452
Amplius Wealth Advisors
Pennsylvania
$955K +$138K +392 +17%
NCM
2453
Northwest Capital Management
Oregon
$951K +$14.1K +40 +2%
MHWM
2454
Montz Harcus Wealth Management
Louisiana
$950K
PC
2455
Port Capital
Illinois
$950K +$340K +963 +56%
ACA
2456
Ackerman Capital Advisors
Texas
$948K
BFA
2457
Beacon Financial Advisory
Ohio
$947K +$10.2K +29 +1%
WFAG
2458
Wescott Financial Advisory Group
Pennsylvania
$945K +$596K +1,687 +170%
CS
2459
Capital Square
Tennessee
$943K
PIA
2460
Powell Investment Advisors
Florida
$943K +$323K +916 +52%
MSCM
2461
McElhenny Sheffield Capital Management
Texas
$942K -$38.1K -108 -4%
AIM
2462
Athena Investment Management
California
$940K +$940K +2,669 New
WMC
2463
Westwood Management Corporation
Illinois
$935K
RCM
2464
RNC Capital Management
California
$935K +$62.5K +177 +7%
IC
2465
Inscription Capital
Texas
$934K
CF
2466
Copperwynd Financial
Arizona
$934K +$10.2K +29 +1%
TAM
2467
Taurus Asset Management
New York
$933K -$898K -2,545 -49%
MAM
2468
Marquette Asset Management
Minnesota
$933K
FP
2469
Financial Perspectives
Minnesota
$931K
FW
2470
FirstPurpose Wealth
Utah
$930K -$83.6K -237 -8%
CA
2471
Centerpoint Advisors
Massachusetts
$930K +$127K +359 +16%
IA
2472
Integrity Advisory
Kansas
$928K +$928K +2,630 New
CYG
2473
Clean Yield Group
Vermont
$925K
WJA
2474
Willis Johnson & Associates
Texas
$923K +$129K +365 +16%
MLIC
2475
Mandatum Life Insurance Company
Finland
$922K +$625K +1,772 +211%