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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 %
MBFW
3251
Morton Brown Family Wealth
Pennsylvania
$192K +$819 +3 +0.4%
MIM
3252
Macroview Investment Management
Maryland
$184K – – –
EA
3253
Evolution Advisers
Virginia
$181K – – –
KFP
3254
KB Financial Partners
New Jersey
$180K -$3.27K -12 -2%
KFS
3255
Kelly Financial Services
Massachusetts
$176K – – –
PA
3256
PSI Advisors
Florida
$173K – – –
CM
3257
Cornerstone Management
Georgia
$171K – – –
JPLA
3258
Joseph P. Lucia & Associates
New York
$167K +$14.5K +53 +9%
IRC
3259
Investors Research Corp
Georgia
$167K +$53K +194 +47%
ETC
3260
Exchange Traded Concepts
Oklahoma
$166K +$37.1K +136 +29%
LD
3261
Lipe & Dalton
New York
$165K – – –
IBOK
3262
Independence Bank of Kentucky
Kentucky
$157K -$88.6K -325 -36%
OSNBOA
3263
Old Second National Bank of Aurora
Illinois
$157K – – –
QCI
3264
Quaker Capital Investments
Pennsylvania
$156K – – –
Q
3265
QVR
California
$151K +$151K +552 New
DI
3266
Disciplined Investments
Oklahoma
$148K +$3.82K +14 +3%
SIA
3267
Sit Investment Associates
Minnesota
$146K – – –
WWM
3268
Wolff Wiese Magana
California
$145K +$819 +3 +0.6%
HIM
3269
Hillsdale Investment Management
Ontario, Canada
$142K – – –
TAM
3270
Tucker Asset Management
Colorado
$139K +$60.1K +220 +76%
BG
3271
Bollard Group
Massachusetts
$137K -$384K -1,400 -74%
SAM
3272
Sycomore Asset Management
France
$137K – – –
AA
3273
AlphaMark Advisors
Kentucky
$137K – – –
BA
3274
Bivin & Associates
Oklahoma
$137K – – –
SVCF
3275
Silicon Valley Community Foundation
California
$135K -$46.4K -170 -26%
129 130
131
132 133