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 %
IIA
3051
Integral Investment Advisors
California
$297K -$4.09K -15 -1%
WWM
3052
Wiser Wealth Management
Georgia
$296K -$27K -99 -8%
WA
3053
Wealth Advisors
California
$292K – – –
BFP
3054
Briaud Financial Planning
Texas
$291K – – –
TSS
3055
Two Sigma Securities
New York
$290K -$2.15M -7,876 -88%
BFWA
3056
Benchmark Financial Wealth Advisors
Florida
$290K +$19.1K +70 +7%
CMBA
3057
C.M. Bidwell & Associates
Hawaii
$289K -$819 -3 -0.3%
RIG
3058
Renaissance Investment Group
Massachusetts
$289K – – –
CB
3059
CNB Bank
Pennsylvania
$288K -$1.37K -5 -0.5%
KW
3060
KWB Wealth
California
$288K – – –
AWA
3061
Aletheian Wealth Advisors
Washington
$288K +$15.3K +56 +6%
WWA
3062
WC Walker & Associates
California
$287K – – –
BBA
3063
Braun-Bostich & Associates
Pennsylvania
$286K +$105K +384 +58%
SIAG
3064
Safeguard Investment Advisory Group
California
$285K – – –
CFG
3065
CKW Financial Group
Hawaii
$284K – – –
SWRP
3066
Summit Wealth & Retirement Planning
California
$284K +$284K +1,040 New
CAP
3067
Columbia Advisory Partners
Washington
$283K -$9.28K -34 -3%
CGFA
3068
Colton Groome Financial Advisors
North Carolina
$283K – – –
DTC
3069
Davidson Trust Company
Washington
$283K +$31.4K +115 +12%
SWMP
3070
Signature Wealth Management Partners
New Jersey
$283K +$51K +187 +22%
RCYC
3071
Richard C. Young & Co
Rhode Island
$283K +$283K +1,035 New
BA
3072
Ballew Advisors
Mississippi
$282K -$57.3K -209 -17%
AHB
3073
Abner Herrman & Brock
New Jersey
$282K – – –
AWM
3074
Accel Wealth Management
Iowa
$281K -$27.8K -100 -9%
AFM
3075
Andesa Financial Management
Pennsylvania
$281K -$10.9K -40 -4%
121 122
123
124 125