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 %
WFO
2776
Wealthgate Family Office
Colorado
$449K +$77.6K +284 +21%
DA
2777
Doliver Advisors
Texas
$449K +$236K +865 +111%
MC
2778
Matisse Capital
Oregon
$448K -$154K -565 -26%
FCA
2779
FinTrust Capital Advisors
South Carolina
$446K -$237K -827 -35%
SF
2780
Safeguard Financial
Wisconsin
$445K -$10.1K -37 -2%
ML
2781
McAdam LLC
Pennsylvania
$444K -$25.4K -93 -5%
SMG
2782
Smart Money Group
Texas
$443K +$47K +172 +12%
MIM
2783
Merrion Investment Management
New Jersey
$442K – – –
RBC
2784
Roble Belko & Company
Pennsylvania
$441K -$33K -121 -7%
MGI
2785
MayTech Global Investments
New York
$441K – – –
TBNY
2786
Trustco Bank (New York)
New York
$441K – – –
FCFC
2787
First Commonwealth Financial Corp
Pennsylvania
$439K -$27.6K -101 -6%
KBFS
2788
Kohmann Bosshard Financial Services
Ohio
$439K +$1.64K +6 +0.4%
JGUA
2789
John G. Ullman & Associates
New York
$438K -$19.4K -71 -4%
DLHL
2790
Donald L. Hagan LLC
Florida
$436K – – –
CAM
2791
Cidel Asset Management
Ontario, Canada
$435K – – –
SIA
2792
Sage Investment Advisers
New York
$435K +$90.4K +331 +26%
DDPIC
2793
Deroy & Devereaux Private Investment Counsel
Michigan
$434K – – –
CCM
2794
Coerente Capital Management
Ontario, Canada
$434K – – –
HWM
2795
Horizons Wealth Management
North Carolina
$434K +$434K +1,425 New
C
2796
CEDRUS
Colorado
$433K +$19.4K +71 +5%
BAMG
2797
Brand Asset Management Group
Missouri
$433K -$2.73K -10 -0.6%
CB
2798
Community Bank
New York
$431K -$19.4K -71 -4%
CWA
2799
Carolina Wealth Advisors
South Carolina
$431K – – –
AC
2800
AlphaCore Capital
California
$430K -$144K -528 -25%
110 111
112
113 114