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 %
AF
2601
Alerus Financial
North Dakota
$597K -$174K -637 -23%
SCA
2602
Spearhead Capital Advisors
Florida
$597K +$292K +1,069 +96%
BAM
2603
Blueshift Asset Management
New Jersey
$595K +$595K +2,179 New
FDS
2604
First Dallas Securities
Texas
$594K -$178K -650 -23%
CBN
2605
Cadence Bank NA
Texas
$594K – – –
MGAM
2606
McGowan Group Asset Management
Texas
$594K +$1.37K +5 +0.2%
EWA
2607
ERTS Wealth Advisors
Michigan
$592K +$7.37K +27 +1%
CPW
2608
Catalyst Private Wealth
California
$591K -$122K -448 -17%
HCM
2609
Hengehold Capital Management
Ohio
$591K +$9.84K +36 +2%
FMP
2610
Financial Management Professionals
Texas
$589K -$36K -132 -6%
NCM
2611
Noesis Capital Mangement
Florida
$589K -$27.3K -100 -4%
CCM
2612
Crew Capital Management
Ohio
$587K -$27.3K -100 -4%
SI
2613
SimpliFi Inc
California
$587K +$35.8K +131 +6%
KIC
2614
Keating Investment Counselors
Florida
$586K – – –
AFT
2615
Alpha Family Trust
California
$584K +$584K +2,140 New
VBCG
2616
Valley Brook Capital Group
Pennsylvania
$582K -$13.6K -50 -2%
CF
2617
Convergence Financial
Missouri
$580K +$144K +529 +33%
CISOA
2618
Capital Investment Services of America
Wisconsin
$580K – – –
OPW
2619
Oxler Private Wealth
New York
$579K -$68.3K -250 -11%
CWM
2620
Centric Wealth Management
Illinois
$575K -$27.3K -100 -5%
TFO
2621
Tarbox Family Office
California
$571K -$273 -1 -0%
RCG
2622
Resource Consulting Group
Florida
$569K -$13.1K -48 -2%
HG
2623
Harbor Group
New Hampshire
$568K – – –
LB
2624
Legacy Bridge
Iowa
$568K – – –
VPI
2625
Value Partners Investments
Manitoba, Canada
$568K +$1.63K +6 +0.3%
103 104
105
106 107