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 %
IAA
2876
Ironsides Asset Advisors
North Carolina
$384K – – –
DWM
2877
Defined Wealth Management
Oregon
$384K +$1.36K +5 +0.4%
NL
2878
Navalign LLC
California
$384K +$10.9K +40 +3%
WPC
2879
White Pine Capital
Minnesota
$383K -$110K -403 -22%
BIA
2880
Benchmark Investment Advisors
Illinois
$383K -$2.18K -8 -0.6%
CA
2881
Claris Advisors
Missouri
$382K +$22.1K +81 +6%
OA
2882
Oxbow Advisors
Texas
$382K +$28.1K +103 +8%
SOW
2883
State of Wyoming
Wyoming
$381K -$708K -2,597 -65%
FAN
2884
Financial Advisors Network
California
$381K -$31.4K -115 -8%
CFG
2885
Compton Financial Group
Maryland
$379K – – –
AL
2886
ADE LLC
Maryland
$379K +$49.1K +180 +15%
GAB
2887
German American Bancorp
Indiana
$378K – – –
CWA
2888
Centennial Wealth Advisory
Michigan
$377K +$131K +481 +53%
MCA
2889
Martin Capital Advisors
Texas
$376K – – –
AWM
2890
Aspire Wealth Management
Massachusetts
$376K +$546 +2 +0.1%
Bank of Montreal
2891
Bank of Montreal
Ontario, Canada
$376K -$125K -447,873 -25%
NAG
2892
Northstar Advisory Group
New Jersey
$375K -$68.2K -250 -15%
WAS
2893
WESPAC Advisors SoCal
California
$375K – – –
ML
2894
Mayport LLC
Massachusetts
$375K +$9.27K +34 +3%
IWA
2895
IVC Wealth Advisors
Pennsylvania
$375K +$21.8K +80 +6%
MC
2896
Machina Capital
France
$375K +$211K +772 +129%
CTA
2897
Chesley Taft & Associates
Illinois
$374K -$50.5K -185 -12%
CCP
2898
Carmel Capital Partners
California
$374K +$91.9K +337 +33%
WQ
2899
Wealth Quarterback
New Jersey
$374K +$374K +1,369 New
ACP
2900
Aveo Capital Partners
Colorado
$373K +$12.8K +47 +4%
114 115
116
117 118