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 %
UBV
2676
United Bank (Virginia)
Virginia
$532K – – –
CCG
2677
Capital CS Group
California
$532K – – –
EGWAG
2678
Elwood & Goetz Wealth Advisory Group
Georgia
$531K -$18.8K -69 -3%
HCM
2679
HMS Capital Management
Tennessee
$531K +$51.4K +188 +11%
WFA
2680
WestHill Financial Advisors
California
$530K +$16.4K +60 +3%
JWS
2681
Juncture Wealth Strategies
Arizona
$529K +$40.4K +148 +8%
TPWM
2682
Twelve Points Wealth Management
Massachusetts
$529K +$54.6K +200 +12%
MFT
2683
Moisand Fitzgerald Tamayo
Florida
$529K +$314K +1,148 +146%
RDIA
2684
RE Dickinson Investment Advisors
Iowa
$527K +$15.2K +557 +3%
UIA
2685
Ulland Investment Advisors
Minnesota
$527K – – –
PSIWM
2686
Paradigm Strategies in Wealth Management
Minnesota
$527K +$60.8K +223 +13%
SWM
2687
Sugarloaf Wealth Management
Georgia
$526K +$53K +194 +11%
CCFM
2688
Clear Creek Financial Management
Washington
$526K +$108K +397 +26%
ZCM
2689
Ziegler Capital Management
Illinois
$526K +$526K +1,925 New
VCWA
2690
Vanguard Capital Wealth Advisors
Colorado
$524K – – –
IF
2691
Insight Folios
North Carolina
$523K -$16.9K -62 -3%
TFP
2692
Triune Financial Partners
Kansas
$522K +$11.2K +41 +2%
BRA
2693
Biechele Royce Advisors
Indiana
$522K -$343K -1,258 -40%
AIA
2694
Affinity Investment Advisors
California
$522K -$64.7K -237 -11%
EE
2695
EWG Elevate
California
$522K +$17.8K +65 +4%
HWMA
2696
Heritage Wealth Management (Arizona)
Arizona
$521K +$21K +77 +4%
BRWM
2697
B. Riley Wealth Management
Tennessee
$517K +$30.4K +1,186 +6%
SPAS
2698
Spectrum Planning & Advisory Services
California
$515K – – –
CF
2699
Clarity Financial
Texas
$515K +$26.8K +98 +5%
AT
2700
Arvest Trust
Oklahoma
$514K -$230K -843 -31%
106 107
108
109 110