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

Top Sellers

1
FWM
Frontier Wealth Management
Missouri
$22.6M
2
State Street
State Street
Massachusetts
$19.7B
3
CIAS
CFS Investment Advisory Services
New Jersey
$1.11M
4
AWA
Aaron Wealth Advisors
Illinois
$2.45M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFIC
3376
Bedell Frazier Investment Counselling
California
– -$6.72M -19,033 Closed
Barrow, Hanley, Mewhinney & Strauss
3377
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$6.46M -18,306 Closed
DJYG
3378
David J. Yvars Group
Florida
– -$6.42M -18,181 Closed
EWM
3379
Empirical Wealth Management
Washington
– -$5.68M -16,080 Closed
JAM
3380
Jupiter Asset Management
United Kingdom
– -$5.64M -15,987 Closed
BHTS
3381
Bar Harbor Trust Services
Maine
– -$5.26M -14,909 Closed
OC
3382
Optimas Capital
Hong Kong
– -$5.05M -14,300 Closed
PWP
3383
Personal Wealth Partners
Minnesota
– -$4.92M -13,940 Closed
MWA
3384
Meridian Wealth Advisors
Texas
– -$4.44M -12,583 Closed
TW
3385
Transform Wealth
Colorado
– -$4.38M -12,412 Closed
AC
3386
Amitell Capital
Singapore
– -$4.11M -11,650 Closed
SG
3387
StoneX Group
New York
– -$3.86M -10,937 Closed
Legacy Financial Group (Iowa)
3388
Legacy Financial Group (Iowa)
Iowa
– -$3.68M -10,415 Closed
JFA
3389
JNBA Financial Advisors
Minnesota
– -$3.55M -10,063 Closed
FWP
3390
FAS Wealth Partners
Kansas
– -$3.21M -9,107 Closed
SW
3391
SteelPeak Wealth
California
– -$3.21M -9,107 Closed
MWM
3392
Merriman Wealth Management
Washington
– -$2.75M -7,791 Closed
FI
3393
Fosun International
China
– -$2.68M -7,497 Closed
Holocene Advisors
3394
Holocene Advisors
New York
– -$2.5M -7,094 Closed
DTIM
3395
Danda Trouve Investment Management
Kansas
– -$2.46M -6,975 Closed
FSA
3396
Financial Sense Advisors
California
– -$2.46M -6,956 Closed
MFS
3397
Mirabella Financial Services
United Kingdom
– -$2.38M -6,745 Closed
LP
3398
LMR Partners
United Kingdom
– -$2.25M -6,377 Closed
BHWM
3399
Beaird Harris Wealth Management
Texas
– -$1.86M -5,272 Closed
HR
3400
Hardy Reed
Mississippi
– -$1.81M -5,131 Closed
134 135
136
137 138