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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 %
WFA
2651
Wipfli Financial Advisors
Wisconsin
$549K -$31.7K -116 -5%
PH
2652
Pinnacle Holdings
Oklahoma
$548K +$47.2K +173 +9%
WF
2653
Wayfinding Financial
Washington
$548K -$21.8K -80 -4%
GWM
2654
Greenhouse Wealth Management
Connecticut
$545K – – –
BA
2655
Bridge Advisory
California
$545K +$545K +1,964 New
EA
2656
Emerald Advisors
Washington
$544K – – –
HCM
2657
Highview Capital Management
Illinois
$544K +$10.9K +40 +2%
CHA
2658
Cooper/Haims Advisors
New York
$544K +$16.9K +62 +3%
TAM
2659
Trillium Asset Management
Massachusetts
$544K +$129K +472 +31%
UWM
2660
USAdvisors Wealth Management
Minnesota
$544K +$342K +1,253 +170%
CMA
2661
Cedar Mountain Advisors
Oregon
$543K – – –
EFL
2662
ERn Financial LLC
Wisconsin
$543K +$12.8K +47 +2%
AM
2663
Atwater Malick
Pennsylvania
$541K +$2.46K +9 +0.5%
APW
2664
Austin Private Wealth
Texas
$541K +$2.46K +9 +0.5%
SIA
2665
Strategic Investment Advisors
Michigan
$540K -$102K -372 -16%
VBWMG
2666
Von Berge Wealth Management Group
California
$540K +$832 +3 +0.2%
EWA
2667
EverSource Wealth Advisors
Alabama
$540K +$139K +510 +35%
LFA
2668
Level Financial Advisors
New York
$539K +$5.73K +21 +1%
HIM
2669
Hotaling Investment Management
Pennsylvania
$539K +$240K +877 +80%
LCM
2670
Leisure Capital Management
California
$537K -$7.92K -29 -1%
BCM
2671
BTC Capital Management
Iowa
$536K +$96.6K +354 +22%
Members Trust
2672
Members Trust
Florida
$535K +$3.55K +13 +0.7%
Nomura Holdings
2673
Nomura Holdings
Japan
$534K -$8.73M -31,463 -94%
APIM
2674
Agate Pass Investment Management
Washington
$533K – – –
RS
2675
Retirement Solution
Washington
$532K -$721K -2,641 -58%
105 106
107
108 109