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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 %
PCM
3501
Perritt Capital Management
Illinois
– – -620 Closed
PWM
3502
Pacific Wealth Management
California
– – -612 Closed
MWM
3503
MinichMacGregor Wealth Management
New York
– – -610 Closed
FFA
3504
Freedman Financial Associates
Massachusetts
– – -609 Closed
AFS
3505
AFG Fiduciary Services
Massachusetts
– – -604 Closed
RWG
3506
Regal Wealth Group
California
– – -595 Closed
PWA
3507
PCG Wealth Advisors
Kansas
– – -593 Closed
CBOR
3508
Community Bank of Raymore
Missouri
– – -590 Closed
AWP
3509
Ascent Wealth Partners
New York
– – -587 Closed
NCM
3510
Narwhal Capital Management
Georgia
– – -587 Closed
BIA
3511
Barry Investment Advisors
Massachusetts
– – -580 Closed
TIM
3512
Thompson Investment Management
Wisconsin
– – -580 Closed
TCB
3513
Texas Capital Bancshares
Texas
– – -571 Closed
MPIM
3514
McGinn Penninger Investment Management
Virginia
– – -570 Closed
CSA
3515
Cottage Street Advisors
Massachusetts
– – -570 Closed
State Farm Mutual Automobile Insurance
3516
State Farm Mutual Automobile Insurance
Illinois
– – -539 Closed
CP
3517
Cumberland Partners
Ontario, Canada
– – -512 Closed
PI
3518
Parkside Investments
Illinois
– – -430 Closed
MFG
3519
Monumental Financial Group
Maryland
– – -220 Closed
LAS
3520
Lloyd Advisory Services
Georgia
– – -128 Closed
CI
3521
Cordant Inc
Oregon
– – -126 Closed
AW
3522
Alaethes Wealth
Nevada
– – -100 Closed
BSWA
3523
Bromfield Sneider Wealth Advisors
Massachusetts
– – -82 Closed
DB
3524
Dravo Bay
Delaware
– – -51 Closed
WA
3525
WestEnd Advisors
North Carolina
– – – –
138 139 140
141
142