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 %
SIS
2576
Sound Income Strategies
Florida
$623K +$9.28K +34 +2%
BWM
2577
BlackDiamond Wealth Management
New York
$623K +$47.2K +165 +8%
LFA
2578
Legend Financial Advisors
Pennsylvania
$622K -$84.9K -311 -12%
EMG
2579
ETF Managers Group
New Jersey
$620K +$386K +1,411 +165%
CIM
2580
CIM Investment Management
Pennsylvania
$619K -$1.37K -5 -0.2%
ACM
2581
AUA Capital Management
Pennsylvania
$619K +$48.6K +178 +9%
RPGK
2582
Retirement Planning Group (Kansas)
Kansas
$618K -$43.9K -161 -7%
IA
2583
IAM Advisory
Pennsylvania
$618K – – –
PC
2584
Port Capital
Illinois
$616K -$119K -435 -16%
EIG
2585
Ellenbecker Investment Group
Wisconsin
$616K +$23.5K +86 +4%
TA
2586
Trellis Advisors
Washington
$615K +$25.6K +94 +4%
RCA
2587
Rex Capital Advisors
Rhode Island
$614K – – –
AAIM
2588
American Assets Investment Management
California
$614K – – –
FOA
2589
Five Oceans Advisors
California
$612K – – –
AFS
2590
Access Financial Services
Minnesota
$612K – – –
CCM
2591
Colorado Capital Management
Colorado
$607K -$2.73K -10 -0.4%
SICM
2592
Sustainable Insight Capital Management
New York
$607K +$27.6K +96 +5%
FFM
2593
Forum Financial Management
Illinois
$607K +$47.8K +175 +9%
WCM
2594
Washburn Capital Management
Florida
$606K +$105K +385 +21%
TAM
2595
Taurus Asset Management
New York
$603K -$119K -435 -16%
CWM
2596
Concentric Wealth Management
California
$603K – – –
CSIA
2597
Carl Stuart Investment Advisor
Texas
$603K – – –
CFD
2598
Creative Financial Designs
Indiana
$600K -$15K -55 -2%
SIG
2599
Spinnaker Investment Group
California
$599K -$59.5K -218 -9%
VEA
2600
Virtus ETF Advisers
New York
$598K +$598K +2,189 New
102 103
104
105 106