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 %
AFO
3151
Allie Family Office
Florida
$240K – – –
FWA
3152
FSC Wealth Advisors
New York
$240K +$5.73K +21 +2%
SCM
3153
Seascape Capital Management
New Hampshire
$239K -$3.55K -13 -1%
GWA
3154
Gibson Wealth Advisors
Texas
$239K – – –
SPFA
3155
Summit Place Financial Advisors
New Jersey
$239K +$239K +877 New
DCM
3156
DGS Capital Management
New Jersey
$238K -$6.83K -25 -3%
SJIM
3157
St. Johns Investment Management
Florida
$238K -$2.46K -9 -1%
GPA
3158
Guidance Point Advisors
Massachusetts
$238K – – –
ES
3159
ETF Store
Kansas
$236K -$17.8K -64 -7%
LCM
3160
Linker Capital Management
Kentucky
$236K – – –
CWM
3161
CMH Wealth Management
New Hampshire
$235K -$54.7K -200 -19%
CFA
3162
Compass Financial Advisors
Indiana
$235K – – –
EARNEST Partners
3163
EARNEST Partners
Georgia
$235K +$27.4K +100 +13%
CWM
3164
Cordatus Wealth Management
Pennsylvania
$234K +$18K +66 +8%
LSA
3165
L & S Advisors
California
$233K -$66.2K -243 -22%
ACM
3166
Ayrshire Capital Management
Connecticut
$233K -$27.3K -100 -11%
ZAM
3167
Zevin Asset Management
Massachusetts
$233K – – –
BFA
3168
BMS Financial Advisors
South Dakota
$232K -$821 -3 -0.4%
M1FG
3169
Mach-1 Financial Group
Arkansas
$232K +$104K +381 +81%
CAM
3170
Concorde Asset Management
Michigan
$232K +$232K +848 New
WFMPM
3171
Woodley Farra Manion Portfolio Management
Indiana
$231K -$43.1K -158 -16%
SP
3172
SWS Partners
Ohio
$229K – – –
EA
3173
Eudaimonia Advisors
Tennessee
$229K +$49.8K +182 +28%
AW
3174
Apricus Wealth
South Carolina
$228K – – –
BFAG
3175
Blackston Financial Advisory Group
Florida
$228K +$228K +818 New
125 126
127
128 129