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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 %
CCA
3176
Clearwater Capital Advisors
Illinois
$227K +$13.7K +50 +6%
EI
3177
Ellevest Inc
New York
$227K +$48.6K +178 +27%
FAG
3178
Fortitude Advisory Group
Washington
$226K -$6.29K -23 -3%
KCM
3179
Kendall Capital Management
Maryland
$226K +$226K +827 New
BA
3180
BCM Advisors
Louisiana
$225K +$38.2K +133 +20%
CPC
3181
Cookson Peirce & Co
Pennsylvania
$224K -$48.4K -177 -18%
BRG
3182
Bay Rivers Group
Virginia
$224K – – –
BB
3183
Berkshire Bank
Massachusetts
$224K – – –
FF
3184
Friedenthal Financial
New Jersey
$224K +$2.73K +10 +1%
SWM
3185
Selective Wealth Management
Virginia
$224K +$74K +271 +49%
NCM
3186
Nelson Capital Management
California
$223K -$36.8K -135 -14%
PIM
3187
Provident Investment Management
Michigan
$223K +$1.36K +5 +0.6%
SH
3188
Svenska Handelsbanken
Sweden
$221K – – –
JSA
3189
Jacobson & Schmitt Advisors
Wisconsin
$221K +$274 +1 +0.1%
ATWA
3190
Arbor Trust Wealth Advisors
Michigan
$221K +$1.64K +6 +0.7%
OBWP
3191
O'Brien Wealth Partners
Massachusetts
$221K +$39.9K +146 +22%
TFA
3192
Tobias Financial Advisors
Florida
$221K +$221K +810 New
TS
3193
Tamar Securities
California
$220K -$21.1K -77 -9%
MTWM
3194
Masso Torrence Wealth Management
New Jersey
$220K +$28.7K +105 +15%
MWA
3195
Motive Wealth Advisors
Michigan
$219K -$5.18K -19 -2%
OA
3196
Operose Advisors
Wisconsin
$219K – – –
HCM
3197
Hilton Capital Management
New York
$218K – – –
NME
3198
Notis-McConarty Edward
$218K – – –
1CP
3199
17 Capital Partners
Arizona
$218K – – –
GWM
3200
Grand Wealth Management
Michigan
$218K +$3.83K +14 +2%
126 127
128
129 130