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 %
CC
3001
Callan Capital
California
$321K +$321K +1,175 New
PCA
3002
Peddock Capital Advisors
Massachusetts
$319K – – –
CSIA
3003
Charles Schwab Investment Advisory
California
$319K +$36.8K +135 +13%
FC
3004
Fusion Capital
South Carolina
$318K -$1.91K -7 -0.6%
WIM
3005
Westside Investment Management
California
$317K – – –
SFG
3006
Sunburst Financial Group
Alabama
$316K – – –
FPIS
3007
Financial Planning & Information Services
Wisconsin
$316K +$3.82K +14 +1%
BBP
3008
Banco BTG Pactual
Brazil
$315K -$1.06M -3,898 -77%
PF
3009
Phoenix Financial
Israel
$315K -$22.6K -83 -7%
PIFP
3010
Partners in Financial Planning
Virginia
$315K – – –
Aristotle Capital Management
3011
Aristotle Capital Management
California
$314K – – –
CNC
3012
Citizens & Northern Corp
Pennsylvania
$314K – – –
BEC
3013
Blue Edge Capital
Virginia
$313K +$53K +194 +20%
UAML
3014
US Asset Management LLC
Pennsylvania
$313K – – –
SMH
3015
Sanders Morris Harris
Texas
$313K – – –
OFA
3016
Oak Family Advisors
Illinois
$313K – – –
HFS
3017
Howard Financial Services
Texas
$313K +$33.5K +123 +12%
OBWG
3018
Onyx Bridge Wealth Group
New York
$313K +$53K +185 +20%
ASFA
3019
All Season Financial Advisors
Colorado
$311K -$4.94M -18,106 -94%
DBIA
3020
Dumont & Blake Investment Advisors
New Jersey
$309K -$5.46K -20 -2%
CWA
3021
Clearview Wealth Advisors
Oregon
$309K -$4.91K -18 -2%
CICI
3022
Capital Investment Counsel Inc
North Carolina
$309K +$14.2K +52 +5%
JHCP
3023
Jackson Hole Capital Partners
Oklahoma
$309K +$27.3K +100 +10%
GWM
3024
GDS Wealth Management
Texas
$308K -$4.64K -17 -1%
ETI
3025
Enterprise Trust & Investment
California
$307K -$61.4K -225 -17%
119 120
121
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