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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 %
NED
2626
Nancy E. Dempze
$567K -$16.4K -60 -3%
APSI
2627
Asset Planning Services Inc
Louisiana
$567K – – –
SF
2628
SBK Financial
Virginia
$567K +$567K +2,075 New
RI
2629
Rinkey Investments
California
$566K -$48.8K -165 -8%
CAL
2630
Capital Advisors Ltd
Ohio
$565K -$45.9K -168 -8%
LIM
2631
Lagoda Investment Management
New York
$564K – – –
QFA
2632
Quattro Financial Advisors
Texas
$563K -$819K -3,000 -59%
WI
2633
WrapManager Inc
California
$563K +$2.18K +8 +0.4%
WSCM
2634
Wellington Shields Capital Management
New York
$562K -$38.2K -140 -6%
RF
2635
Rollins Financial
Georgia
$562K +$19.1K +70 +4%
GAG
2636
GM Advisory Group
New York
$562K +$155K +567 +38%
VC
2637
Veracity Capital
Georgia
$561K -$55.4K -203 -9%
AHC
2638
Anderson Hoagland & Co
Missouri
$561K – – –
CGH
2639
CMG Global Holdings
Texas
$560K -$99.2K -363 -15%
AFAS
2640
Acorn Financial Advisory Services
Virginia
$560K -$11.4K -42 -2%
GCL
2641
Gouws Capital LLC
North Carolina
$560K – – –
BWM
2642
BNC Wealth Management
Oregon
$560K +$4.1K +15 +0.7%
IA
2643
Inspire Advisors
Idaho
$559K – – –
WAM
2644
Winslow Asset Management
Ohio
$558K – – –
OAJ
2645
Ogorek Anthony Joseph
New York
$556K – – –
MC
2646
Mayar Capital
United Kingdom
$556K – – –
WFA
2647
Wellspring Financial Advisors
Ohio
$555K -$3K -11 -0.5%
CWM
2648
CarsonAllaria Wealth Management
Illinois
$554K – – –
AG
2649
AIA Group
Hong Kong
$553K -$3.35M -12,279 -86%
CCM
2650
Chilton Capital Management
Texas
$551K -$47.2K -173 -8%
104 105
106
107 108