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 %
BF
401
BOK Financial
Oklahoma
$35.7M +$893K +3,271 +3%
LI
402
Lafayette Investments
Maryland
$35.6M -$129K -471 -0.4%
SWM
403
Segment Wealth Management
Texas
$35.6M +$1.06M +3,888 +3%
RL
404
Ruffer LLP
United Kingdom
$35.6M +$3.95M +14,464 +12%
AIS
405
AM Investment Strategies
Tennessee
$35.5M -$1.88M -6,888 -5%
HNB
406
Huntington National Bank
Ohio
$35.4M -$496K -1,815 -1%
RCAMU
407
Rothschild & Co Asset Management US
Connecticut
$34.5M -$404K -1,481 -1%
CFB
408
Cullen/Frost Bankers
Texas
$34.2M +$2.12M +7,776 +7%
AWS
409
Atria Wealth Solutions
New York
$33.9M +$7.62M +29,322 +29%
SFM
410
Stack Financial Management
Montana
$33.9M -$316K -1,157 -0.9%
SFA
411
Sequoia Financial Advisors
Ohio
$33.8M -$226K -826 -0.7%
WM
412
WS Management
Florida
$33.7M +$25.9M +95,000 +332%
AWM
413
Avior Wealth Management
Nebraska
$33.6M +$538K +1,969 +2%
AIM
414
Achmea Investment Management
Netherlands
$33.6M -$1.35M -4,960 -4%
CSS
415
Cubist Systematic Strategies
Connecticut
$33.6M +$17.8M +65,258 +113%
NFGCM
416
Norman Fields Gottscho Capital Management
New York
$33.5M -$104K -382 -0.3%
IPGDR
417
Investidor Profissional Gestao de Recursos
Brazil
$33.5M +$30.3M +110,860 +924%
AAS
418
Avantax Advisory Services
Texas
$33.5M +$3.27M +11,972 +11%
TAF
419
Tredje AP-fonden
Sweden
$33.3M – – –
DC
420
Defender Capital
North Carolina
$33M +$1.44M +5,274 +5%
HIC
421
Harvey Investment Company
Kentucky
$32.6M -$375K -1,375 -1%
ACM
422
Academy Capital Management
Texas
$32.5M +$493K +1,805 +2%
LSERS
423
Louisiana State Employees Retirement System
Louisiana
$32.5M -$284K -1,000 -0.9%
PTC
424
Philadelphia Trust Company
Pennsylvania
$32.4M -$1.52M -5,558 -4%
SDWIA
425
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$32.4M +$168K +617 +0.5%
15 16
17
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