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
Morgan Stanley
New York
$5.17B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
$9.47B
3
BlackRock
BlackRock
New York
$28.5B
4
Renaissance Technologies
Renaissance Technologies
New York
$489M
5
Bank of America
Bank of America
North Carolina
$2.89B

Top Sellers

1
FWM
Frontier Wealth Management
Missouri
$22.6M
2
State Street
State Street
Massachusetts
$19.7B
3
CIAS
CFS Investment Advisory Services
New Jersey
$1.11M
4
AWA
Aaron Wealth Advisors
Illinois
$2.45M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EOJOAM
476
E. Ohman J:or Asset Management
Sweden
$27.7M +$21.4M +78,377 +342%
BPWM
477
Badgley Phelps Wealth Managers
Washington
$27.6M -$190K -695 -0.7%
PA
478
Pinnacle Associates
New York
$27.4M -$619K -2,266 -2%
FNBOO
479
First National Bank of Omaha
Nebraska
$27.1M -$1.23M -4,497 -4%
WWM
480
Western Wealth Management
Colorado
$27.1M +$2.04M +7,453 +8%
JWA
481
JFS Wealth Advisors
Pennsylvania
$27M +$610K +2,236 +2%
WorldQuant Millennium Advisors
482
WorldQuant Millennium Advisors
New York
$26.9M +$5.92M +21,674 +28%
WTC
483
WhitTier Trust Company
Nevada
$26.8M +$852K +3,121 +3%
RT
484
Rockland Trust
Massachusetts
$26.8M +$2.16M +7,906 +9%
Wolverine Trading
485
Wolverine Trading
Illinois
$26.7M +$13.7M +49,936 +105%
CWM
486
Chemistry Wealth Management
New York
$26.7M +$850K +3,114 +3%
NLP
487
Next Level Private
New York
$26.7M +$26.1M +95,626 +4,582%
CGH
488
Crossmark Global Holdings
Texas
$26.6M +$1.28M +4,691 +5%
GPCM
489
Greenbrier Partners Capital Management
Texas
$26.5M – – –
ADEF
490
Adams Diversified Equity Fund
Maryland
$26.4M – – –
SMDAM
491
Sumitomo Mitsui DS Asset Management
Japan
$26.4M +$1.16M +4,234 +5%
GJIC
492
Gamble Jones Investment Counsel
California
$26.3M -$331K -1,214 -1%
HCM
493
Hutchinson Capital Management
California
$26.3M +$1.86M +6,799 +8%
MGIA
494
Matthew Goff Investment Advisor
Texas
$26.2M +$168K +617 +0.6%
GAM
495
Gotham Asset Management
New York
$26.2M +$470K +1,721 +2%
LF
496
Lee Financial
Texas
$26.1M +$547K +2,005 +2%
TNA
497
True North Advisors
Texas
$26.1M +$9.01K +33 +0%
IC
498
IEQ Capital
California
$25.8M -$235K -862 -0.9%
LWCA
499
Locust Wood Capital Advisers
New York
$25.8M +$135K +495 +0.5%
RFC
500
Regions Financial Corp
Alabama
$25.6M -$597K -2,188 -2%
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