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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.

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 Market Value Shares Shares
Change 		Shares
Change %
DACS
3426
Dymon Asia Capital (Singapore)
Singapore
– – -1,700 Closed
JWM
3427
Janiczek Wealth Management
Colorado
– – -1,672 Closed
CI
3428
CPR Investments
Michigan
– – -1,617 Closed
AP
3429
Americana Partners
Texas
– – -1,270 Closed
PFM
3430
Phillips Financial Management
Indiana
– – -1,250 Closed
LWMNY
3431
Landmark Wealth Management (New York)
New York
– – -1,248 Closed
RWRC
3432
R.W. Roge & Company
New York
– – -1,221 Closed
RDFA
3433
Ritter Daniher Financial Advisory
Ohio
– – -1,144 Closed
CA
3434
Capitolis Advisors
New York
– – -1,097 Closed
ES
3435
Eagle Strategies
New York
– – -1,075 Closed
MFA
3436
McClarren Financial Advisors
Pennsylvania
– – -1,072 Closed
EA
3437
Echo45 Advisors
California
– – -1,056 Closed
RK
3438
Rather & Kittrell
Tennessee
– – -1,046 Closed
HWM
3439
Howard Wealth Management
Connecticut
– – -1,005 Closed
SEEDPG
3440
S.E.E.D. Planning Group
New York
– – -992 Closed
FM
3441
Foster & Motley
Ohio
– – -965 Closed
TVWM
3442
Tower View Wealth Management
Wisconsin
– – -957 Closed
WMA
3443
Wealth Management Associates
New Jersey
– – -935 Closed
VCS
3444
Vaughan & Co Securities
New Jersey
– – -930 Closed
SCA
3445
St. Clair Advisors
Ohio
– – -930 Closed
BO
3446
Bank OZK
Arkansas
– – -904 Closed
PAG
3447
Paladin Advisory Group
Iowa
– – -874 Closed
GSIS
3448
Global Strategic Investment Solutions
Arizona
– – -864 Closed
NFG
3449
Northeast Financial Group
Pennsylvania
– – -863 Closed
MS
3450
Maven Securities
Jersey
– – -859 Closed
136 137
138
139 140