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.

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 %
BBI
351
Baxter Bros Inc
Connecticut
$44.9M -$181K -663 -0.4%
MAM
352
Meeder Asset Management
Ohio
$44M +$5.41M +19,826 +14%
BAM
353
Belpointe Asset Management
Nevada
$43.2M +$6.63M +24,291 +18%
RC
354
Roundview Capital
New Jersey
$42.8M +$458K +1,678 +1%
SEI Investments
355
SEI Investments
Pennsylvania
$42.5M -$18.7M -68,341 -31%
PL
356
Parthenon LLC
Kentucky
$42.5M -$527K -1,930 -1%
PIC
357
Portland Investment Counsel
Ontario, Canada
$42.4M +$15.2M +55,800 +56%
MAM
358
Martingale Asset Management
Massachusetts
$42.4M -$2.5M -9,164 -6%
FCMC
359
Founders Capital Management (Connecticut)
Connecticut
$42.3M -$704K -2,579 -2%
AC
360
Avenir Corporation
Virginia
$42M -$336K -1,229 -0.8%
UH
361
Unigestion Holding
Switzerland
$42M -$29.3M -107,335 -41%
CPIG
362
Chicago Partners Investment Group
Illinois
$41.9M -$228K -758 -0.5%
PGFC
363
Peapack-Gladstone Financial Corp
New Jersey
$41.9M -$1.44M -5,257 -3%
MA
364
MUFG Americas
New York
$41.7M +$260K +952 +0.6%
CTC
365
Central Trust Company
Missouri
$41.6M -$149K -545 -0.4%
ICP
366
Ironvine Capital Partners
Nebraska
$41.6M -$1.32M -4,851 -3%
ACM
367
Argent Capital Management
Missouri
$41.6M -$408K -1,494 -1%
X
368
Xponance
Pennsylvania
$41.6M +$8.95M +32,787 +27%
LAM
369
Lountzis Asset Management
Pennsylvania
$41.5M -$67.2K -246 -0.2%
CS
370
Clear Street
New York
$41.1M +$41.1M +150,541 New
BCIM
371
British Columbia Investment Management
British Columbia, Canada
$40.9M -$151M -551,490 -79%
NIM
372
Northeast Investment Management
Massachusetts
$40.8M +$36K +132 +0.1%
Capstone Investment Advisors
373
Capstone Investment Advisors
New York
$40.3M +$23.4M +85,756 +139%
CCB
374
Cutter & Co Brokerage
Missouri
$40.2M +$3.27M +11,965 +9%
SAM
375
Securian Asset Management
Minnesota
$40M -$736K -2,695 -2%
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15
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