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 %
CPW
3126
Crestmont Private Wealth
Texas
$254K +$251K +922 +9,220%
MS
3127
Madden Securities
Texas
$253K -$187K -685 -42%
TCWA
3128
Ten Capital Wealth Advisors
Washington
$253K – – –
BWM
3129
Brickley Wealth Management
California
$253K +$10.4K +38 +4%
CAN
3130
Claraphi Advisory Network
United States
$253K +$30K +110 +13%
WFS
3131
Widmann Financial Services
Maryland
$251K -$545 -2 -0.2%
TA
3132
Townsend & Associates
Colorado
$251K +$26.4K +95 +12%
WLPWM
3133
Walled Lake Planning & Wealth Management
Illinois
$250K – – –
BWM
3134
Birchcreek Wealth Management
Ohio
$250K +$250K +917 New
BCAM
3135
Boston Common Asset Management
Massachusetts
$249K – – –
SFPG
3136
Stonebridge Financial Planning Group
Florida
$248K – – –
WA
3137
Wealthstar Advisors
Texas
$247K – – –
KFS
3138
Kaizen Financial Strategies
California
$247K – – –
CCIA
3139
Campbell & Co Investment Adviser
Maryland
$247K +$247K +903 New
IAS
3140
Investment Advisory Services
Texas
$246K – – –
ASA
3141
Armstrong Shaw Associates
Connecticut
$246K – – –
EM
3142
ELCO Management
New York
$246K +$246K +900 New
HR
3143
Howe & Rusling
New York
$245K -$8.16M -29,843 -97%
FIM
3144
FWL Investment Management
Texas
$244K -$3.27K -12 -1%
GA
3145
Gateway Advisory
New Jersey
$243K -$852K -3,116 -78%
NIM
3146
NuWave Investment Management
New Jersey
$242K +$242K +886 New
SAM
3147
Smithbridge Asset Management
Pennsylvania
$241K -$17.7K -65 -7%
GWA
3148
Geometric Wealth Advisors
District of Columbia
$241K -$2.46K -9 -1%
RCM
3149
Raleigh Capital Management
North Carolina
$241K – – –
MWA
3150
MFA Wealth Advisors
Pennsylvania
$240K -$1.65K -6 -0.7%
124 125
126
127 128