BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,434 hedge funds and large institutions have $301B invested in Berkshire Hathaway Class B in 2022 Q1 according to their latest regulatory filings, with 196 funds opening new positions, 1,397 increasing their positions, 1,305 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,434
Holders Change
+42
Holders Change %
+1.24%
% of All Funds
54.34%
Holding in Top 10
649
Holding in Top 10 Change
+123
Holding in Top 10 Change %
+23.38%
% of All Funds
10.27%
New
196
Increased
1,397
Reduced
1,305
Closed
111
Calls
$6.71B
Puts
$5.23B
Net Calls
+$1.48B
Net Calls Change
+$541M

Top Buyers

1
FWM
Frontier Wealth Management
Missouri
+$6.55B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.4B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.19B
4
Goldman Sachs
Goldman Sachs
New York
+$647M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$486M

Top Sellers

1
CP
Castleview Partners
Texas
-$2.46B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.76B
3
WAOI
Wealth Advisors of Iowa
Iowa
-$1.05B
4
Barclays
Barclays
United Kingdom
-$982M
5
MGIA
Moneta Group Investment Advisors
Missouri
-$437M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
451
New Capital Management
Texas
$38.6M +$191K +542 +0.5%
WP
452
WealthPLAN Partners
Nebraska
$38.4M -$1.23M -3,815 -3%
WIM
453
WealthPlan Investment Management
Nebraska
$38.4M +$38.4M +118,932 New
GD
454
Grandfield & Dodd
New York
$38.4M +$179K +507 +0.5%
WTA
455
Washington Trust Advisors
Massachusetts
$38.1M -$542K -1,537 -1%
CCM
456
Covington Capital Management
California
$38M -$2.14M -6,056 -5%
VFA
457
Valeo Financial Advisors
Indiana
$38M +$466K +2,310 +1%
NMERB
458
New Mexico Educational Retirement Board
New Mexico
$37.6M -$2.4M -6,800 -6%
FRM
459
Foundation Resource Management
Arkansas
$37.3M -$3.68M -10,436 -9%
LC
460
Lincoln Capital
Nebraska
$37M +$1.3M +3,696 +4%
SSWM
461
Smith Salley Wealth Management
North Carolina
$36.9M +$230K +651 +0.6%
FNBOO
462
First National Bank of Omaha
Nebraska
$36.7M -$14.3M -40,488 -28%
CANC
463
Culbertson A N & Co
Virginia
$36.6M -$322K -913 -0.9%
EIM
464
Ervin Investment Management
Washington
$36.6M -$736K -2,059 -2%
SWA
465
SFMG Wealth Advisors
Texas
$36.3M +$160K +454 +0.4%
FMII
466
Farmers & Merchants Investments Inc
Nebraska
$36.3M +$2.4M +6,802 +7%
BSW
467
Buckingham Strategic Wealth
Missouri
$36.2M -$1.61M -4,564 -4%
PA
468
Pinnacle Associates
New York
$36.2M +$1.69M +4,780 +5%
SC
469
SouthState Corp
Florida
$36.2M +$588K +1,665 +2%
AMCA
470
Arthur M. Cohen & Associates
Illinois
$36.1M -$2.2M -6,235 -6%
BPWM
471
Badgley Phelps Wealth Managers
Washington
$35.9M -$382K -1,082 -1%
BAMF
472
BI Asset Management Fondsmaeglerselskab
Denmark
$35.8M +$9.47M +26,836 +36%
AWS
473
Atria Wealth Solutions
New York
$35.7M +$35.7M +101,220 New
EMPI
474
Elo Mutual Pension Insurance
Finland
$35.5M +$380K +1,077 +1%
EBSAM
475
Eubel Brady & Suttman Asset Management
Ohio
$35.4M -$39.9K -113 -0.1%
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