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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
56.79%
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 %
BSAM
3476
Blue Square Asset Management
New York
– – -697 Closed
MIM
3477
Montgomery Investment Management
Maryland
– – -694 Closed
CIC
3478
Chase Investment Counsel
Virginia
– – -689 Closed
NF
3479
Nikulski Financial
Iowa
– – -687 Closed
PWA
3480
Peterson Wealth Advisors
Utah
– – -686 Closed
JG
3481
Jefferies Group
New York
– – -684 Closed
MI
3482
Moneywise Inc
Virginia
– – -683 Closed
SCM
3483
Stordahl Capital Management
Colorado
– – -681 Closed
IIM
3484
Ironwood Investment Management
Massachusetts
– – -680 Closed
CAMV
3485
Concord Asset Management (Virginia)
Virginia
– – -675 Closed
SEM
3486
Strategic Equity Management
Arizona
– – -675 Closed
WSWA
3487
Warren Street Wealth Advisors
California
– – -672 Closed
MAM
3488
McCarthy Asset Management
California
– – -671 Closed
CWM
3489
Cahill Wealth Management
Michigan
– – -667 Closed
JAWM
3490
J. Arnold Wealth Management
Ohio
– – -665 Closed
MHB
3491
Midwest Heritage Bank
Iowa
– – -661 Closed
HKIMG
3492
Hutchens & Kramer Investment Management Group
Indiana
– – -661 Closed
MFG
3493
Menard Financial Group
Texas
– – -657 Closed
EIA
3494
Eastover Investment Advisors
North Carolina
– – -654 Closed
GWAM
3495
Guardian Wealth Advisors (Minnesota)
Minnesota
– – -654 Closed
FWC
3496
First Washington Corp
Washington
– – -650 Closed
PD
3497
Planning Directions
Pennsylvania
– – -649 Closed
CFP
3498
Curran Financial Partners
South Carolina
– – -649 Closed
TCBWMS
3499
Texas Capital Bank Wealth Management Services
Texas
– – -644 Closed
CI
3500
Ceera Investments
Texas
– – -632 Closed
138 139
140
141 142