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 %
IIM
3076
Ipswich Investment Management
Massachusetts
$280K -$88.8K -325 -24%
FSC
3077
Full Sail Capital
Oklahoma
$279K +$55.4K +203 +25%
WCFA
3078
Walkner Condon Financial Advisors
Wisconsin
$278K +$110K +402 +65%
LBC
3079
Lawrence B. Cohen
$277K -$12.3K -45 -4%
SFM
3080
Signet Financial Management
New Jersey
$277K +$13.1K +48 +5%
IWA
3081
IBEX Wealth Advisors
New Jersey
$276K -$1.62M -5,939 -85%
TWP
3082
TFO Wealth Partners
Ohio
$276K -$198K -726 -42%
SFCL
3083
Strengthening Families & Communities LLC
Massachusetts
$276K – – –
DFG
3084
Demars Financial Group
Washington
$276K +$2.73K +10 +1%
DCM
3085
Driehaus Capital Management
Illinois
$276K +$276K +1,011 New
GA
3086
Greenhaven Associates
New York
$273K – – –
NOCM
3087
Night Owl Capital Management
Connecticut
$273K – – –
SWIG
3088
Strategic Wealth Investment Group
Kentucky
$272K -$373K -1,368 -58%
OL
3089
Optas LLC
Texas
$271K +$15.5K +57 +6%
GIS
3090
Grayhawk Investment Strategies
Alberta, Canada
$271K +$271K +770 New
CMI
3091
Clare Market Investments
Texas
$271K -$30K -110 -10%
RC
3092
Rovin Capital
Arizona
$270K -$9.56K -35 -3%
MCA
3093
Maryland Capital Advisors
Maryland
$270K – – –
LC
3094
Lavaca Capital
Texas
$268K +$11.3K +39 +4%
WCA
3095
Westover Capital Advisors
Delaware
$267K – – –
CWM
3096
Cherrydale Wealth Management
New Jersey
$266K +$20.7K +76 +8%
IAMOG
3097
Investors Asset Management of Georgia
Georgia
$266K +$31.6K +116 +14%
ST
3098
Somerset Trust
Pennsylvania
$265K – – –
WWG
3099
West Wealth Group
California
$265K – – –
SWM
3100
SFG Wealth Management
Maryland
$264K +$10.1K +37 +4%
122 123
124
125 126