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 %
SWM
2501
SeaCrest Wealth Management
New York
$691K +$7.64K +28 +1%
PFG
2502
PAX Financial Group
Texas
$690K -$125K -458 -15%
PC
2503
Permit Capital
Pennsylvania
$687K -$127K -465 -16%
SW
2504
SkyOak Wealth
Michigan
$687K +$9K +33 +1%
BWL
2505
Bogart Wealth LLC
Virginia
$687K +$382K +1,399 +125%
EWP
2506
Engrave Wealth Partners
Texas
$686K +$9.55K +35 +1%
SWM
2507
Scissortail Wealth Management
Oklahoma
$685K -$296K -991 -30%
TWM
2508
Triton Wealth Management
Arizona
$684K -$146K -496 -18%
SAM
2509
Strategic Asset Management
Minnesota
$684K – – –
HA
2510
Hofer & Associates
California
$684K +$10.6K +39 +2%
WP
2511
Wealthspan Partners
Iowa
$683K +$29.5K +108 +5%
SC
2512
Skylands Capital
Wisconsin
$683K +$137K +500 +25%
JWM
2513
Jupiter Wealth Management
Colorado
$682K -$955K -3,500 -58%
CIG
2514
Cairn Investment Group
Washington
$682K – – –
MPIA
2515
Mountain Pacific Investment Advisers
Idaho
$681K -$21.8K -80 -3%
OCM
2516
Objective Capital Management
Ohio
$680K +$87.7K +321 +15%
MCC
2517
Money Concepts Capital
Florida
$679K -$2.75M -9,910 -80%
PW
2518
Peninsula Wealth
California
$678K +$8.19K +30 +1%
DP
2519
Denver PWM
Colorado
$677K -$21.1K -77 -3%
RRA
2520
Round Rock Advisors
Connecticut
$677K +$33.8K +124 +5%
FA
2521
Fermata Advisors
California
$674K +$205K +751 +44%
KLCM
2522
KG&L Capital Management
Louisiana
$673K -$30K -110 -4%
BSSFA
2523
Baron Silver Stevens Financial Advisors
Florida
$673K +$60.8K +223 +10%
OLA
2524
Oliver Luxxe Assets
New Jersey
$671K +$24K +88 +4%
KWM
2525
Kolinsky Wealth Management
New Jersey
$669K -$2.19K -8 -0.3%
99 100
101
102 103