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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 %
WFI
3401
West Family Investments
California
– -$1.72M -4,859 Closed
ED
3402
Exane Derivatives
France
– -$1.49M -4,216 Closed
IAS
3403
IMA Advisory Services
Colorado
– -$1.45M -4,105 Closed
RIM
3404
Redwood Investment Management
Arizona
– -$1.36M -3,841 Closed
PFA
3405
Pettinga Financial Advisors
Indiana
– -$1.29M -3,648 Closed
AWM
3406
Atticus Wealth Management
Florida
– -$1.22M -3,454 Closed
TC
3407
Trilogy Capital
California
– -$1.19M -3,360 Closed
CFA
3408
Camarda Financial Advisors
Florida
– -$1.18M -3,339 Closed
RVPG
3409
Relative Value Partners Group
– -$1.14M -3,231 Closed
MWP
3410
Meridian Wealth Partners
Pennsylvania
– -$1.08M -3,063 Closed
LPARFS
3411
Leverage Partners Absolute Return Fund SPC
Cayman Islands
– -$1.07M -3,030 Closed
BWA
3412
Bordeaux Wealth Advisors
California
– -$1.06M -3,010 Closed
BCM
3413
BlueCrest Capital Management
Jersey
– -$1.01M -2,866 Closed
HWA
3414
HHM Wealth Advisors
Tennessee
– -$1M -2,835 Closed
MSCM
3415
McElhenny Sheffield Capital Management
Texas
– -$942K -2,670 Closed
DCM
3416
Deuterium Capital Management
Florida
– -$886K -2,511 Closed
PHIMC
3417
Private Harbour Investment Management & Counsel
Ohio
– -$875K -2,480 Closed
IP
3418
Ignite Planners
California
– -$786K -2,343 Closed
MM
3419
MQS Management
New York
– -$821K -2,326 Closed
SFWC
3420
Strategic Family Wealth Counselors
New Jersey
– -$799K -2,263 Closed
ACP
3421
Arcus Capital Partners
Georgia
– -$760K -2,154 Closed
SCC
3422
Steel Canyon Capital
Arizona
– -$717K -2,031 Closed
PWM
3423
Prentice Wealth Management
New York
– -$687K -1,953 Closed
CWA
3424
Choice Wealth Advisors
Maine
– -$673K -1,952 Closed
FPOC
3425
Financial Planners of Cleveland
Ohio
– -$602K -1,705 Closed
135 136
137
138 139