BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,358 hedge funds and large institutions have $228B invested in Berkshire Hathaway Class B in 2022 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 1,414 increasing their positions, 1,274 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,358
Holders Change
-76
Holders Change %
-2.21%
% of All Funds
56.78%
Holding in Top 10
574
Holding in Top 10 Change
-75
Holding in Top 10 Change %
-11.56%
% of All Funds
9.71%
New
131
Increased
1,414
Reduced
1,274
Closed
165
Calls
$4.92B
Puts
$3.82B
Net Calls
+$1.1B
Net Calls Change
-$376M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.79B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.64B
3
BlackRock
BlackRock
New York
+$532M
4
Renaissance Technologies
Renaissance Technologies
New York
+$469M
5
Bank of America
Bank of America
North Carolina
+$312M

Top Sellers

1
FWM
Frontier Wealth Management
Missouri
-$5.11B
2
State Street
State Street
Massachusetts
-$1.81B
3
CIAS
CFS Investment Advisory Services
New Jersey
-$449M
4
AWA
Aaron Wealth Advisors
Illinois
-$432M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
2476
Amplius Wealth Advisors
Pennsylvania
$716K -$23.2K -85 -3%
OHWP
2477
Oak Harbor Wealth Partners
North Carolina
$715K +$10.4K +38 +1%
TIM
2478
Triad Investment Management
California
$711K +$11.5K +42 +2%
KCM
2479
Kornitzer Capital Management
Kansas
$711K +$32.7K +120 +5%
CIA
2480
Cascade Investment Advisors
Oregon
$710K – – –
IA
2481
Integrity Advisory
Kansas
$710K -$7.92K -29 -1%
FNBTCON
2482
First National Bank & Trust Co of Newtown
Pennsylvania
$706K – – –
MWP
2483
Madison Wealth Partners
Wisconsin
$703K +$3.28K +12 +0.5%
B
2484
Barings
North Carolina
$702K -$1.26M -4,605 -64%
NJBEST
2485
New Jersey Better Educational Savings Trust
New Jersey
$702K – – –
WF
2486
Warner Financial
Maryland
$702K +$31.1K +114 +5%
ONGA
2487
O'Neil Global Advisors
California
$701K +$76.8K +281 +12%
VWM
2488
Vigilare Wealth Management
Arizona
$700K -$280K -1,025 -29%
ACM
2489
Ategra Capital Management
Virginia
$699K – – –
CYG
2490
Clean Yield Group
Vermont
$699K -$16.9K -62 -2%
RGF
2491
Retirement Guys Formula
Ohio
$697K +$365K +1,337 +110%
WTFG
2492
Wells Trecaso Financial Group
Ohio
$696K – – –
CCA
2493
Cadent Capital Advisors
Oklahoma
$695K -$5.74K -21 -0.8%
W
2494
Wealthquest
Ohio
$694K -$302K -1,107 -30%
ATFA
2495
All Terrain Financial Advisors
Minnesota
$694K -$9.56K -35 -1%
CC
2496
Cornerstone Capital
California
$694K – – –
FCAG
2497
First Capital Advisors Group
New Jersey
$694K +$694K +2,541 New
PWA
2498
Primoris Wealth Advisors
Florida
$694K +$694K +2,545 New
BFA
2499
Bill Few Associates
Pennsylvania
$693K -$48K -176 -6%
STC
2500
Sarah T. Connolly
$692K +$188K +690 +37%
98 99
100
101 102