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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
1
Morgan Stanley
New York
$5.17B
2
Gates Foundation Trust
2
Gates Foundation Trust
Washington
$9.47B
3
BlackRock
3
BlackRock
New York
$28.5B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$489M
5
Bank of America
5
Bank of America
North Carolina
$2.89B

Top Sellers

1
FWM
1
Frontier Wealth Management
Missouri
$22.6M
2
State Street
2
State Street
Massachusetts
$19.7B
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$1.11M
4
AWA
4
Aaron Wealth Advisors
Illinois
$2.45M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIM
3351
M&G Investment Management
United Kingdom
$1.41K +$9 +33 +0.6%
AAP
3352
Arax Advisory Partners
Colorado
$1K -$6.53M -26,117 -100%
UFF
3353
USA Financial Formulas
Michigan
$1K -$465K -2,324 -100%
DI
3354
DRH Investments
California
$1K – – –
LSA
3355
Lansing Street Advisors
Pennsylvania
$1K – – –
IFO
3356
Independent Family Office
New York
$953 +$119 +434 +14%
HT
3357
HighTower Trust
Texas
$927 +$69 +249 +8%
GSAM
3358
Grant Street Asset Management
Pennsylvania
$831 – – –
ONST
3359
Old North State Trust
North Carolina
$752 – – –
GIA
3360
Goodwin Investment Advisory
Georgia
$137 – – –
MSL
3361
Mackay Shields LLC
New York
– -$92.4M -261,822 Closed
GC
3362
Gobi Capital
California
– -$75.8M -214,670 Closed
ACM
3363
Ardent Capital Management
Ohio
– -$49.7M -140,697 Closed
Twin Tree Management
3364
Twin Tree Management
Texas
– -$40.6M -115,130 Closed
WTA
3365
Washington Trust Advisors
Massachusetts
– -$38.1M -108,033 Closed
AFA
3366
American Financial Advisors
Georgia
– -$26.5M -75,216 Closed
NFC
3367
Northeast Financial Consultants
Connecticut
– -$22.5M -63,881 Closed
PAM
3368
Peak Asset Management
Colorado
– -$15.3M -43,390 Closed
MWM
3369
Mission Wealth Management
California
– -$14.3M -40,651 Closed
FANJ
3370
Financial Architects (New Jersey)
New Jersey
– -$12.4M -35,012 Closed
IRF
3371
IBM Retirement Fund
New York
– -$10.3M -29,267 Closed
MCM
3372
Manchester Capital Management
Vermont
– -$9.74M -27,602 Closed
WG
3373
Welch Group
Alabama
– -$9.11M -25,809 Closed
PA
3374
Perennial Advisors
New York
– -$8.63M -24,448 Closed
GP
3375
Geneva Partners
Wisconsin
– -$7.92M -22,434 Closed
133 134
135
136 137