BRK.B icon

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 %
OF
3451
Outfitter Financial
Maine
– – -855 Closed
WCM
3452
Wealthcare Capital Management
Virginia
– – -845 Closed
PBF
3453
Petix & Botte Financial
California
– – -788 Closed
ACM
3454
Alamar Capital Management
California
– – -781 Closed
SLWA
3455
San Luis Wealth Advisors
California
– – -772 Closed
PCOC
3456
Power Corp of Canada
Canada
– – -770 Closed
SPWM
3457
Spartan Planning & Wealth Management
North Carolina
– – -770 Closed
QC
3458
QCM Cayman
Texas
– – -764 Closed
WA
3459
Wealthstream Advisors
New York
– – -761 Closed
OMC
3460
Old Mission Capital
Illinois
– – -759 Closed
FI
3461
Fractal Investments
Connecticut
– – -750 Closed
GIM
3462
Grassi Investment Management
California
– – -726 Closed
AC
3463
Asio Capital
Kentucky
– – -723 Closed
FFG
3464
Fullen Financial Group
Ohio
– – -719 Closed
AWP
3465
Accretive Wealth Partners
New Jersey
– – -718 Closed
CIP
3466
Capital Insight Partners
Arizona
– – -717 Closed
WMA
3467
West Michigan Advisors
Michigan
– – -717 Closed
RWM
3468
Reston Wealth Management
Virginia
– – -716 Closed
F
3469
F3Logic
Minnesota
– – -709 Closed
RWM
3470
Refined Wealth Management
Utah
– – -706 Closed
RA
3471
Riversedge Advisors
Delaware
– – -704 Closed
TC
3472
Tenret Company
Florida
– – -703 Closed
OPWM
3473
Oxinas Partners Wealth Management
Indiana
– – -700 Closed
LRIC
3474
Long Road Investment Counsel
Michigan
– – -700 Closed
WFPG
3475
Waller Financial Planning Group
Ohio
– – -698 Closed
137 138
139
140 141