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 %
DWM
526
Doyle Wealth Management
Florida
$30.4M +$374K +1,059 +1%
BSA
527
Braun Stacey Associates
New York
$30.4M -$195K -552 -0.6%
DBG
528
De Burlo Group
Massachusetts
$30.2M +$17.4M +49,300 +136%
SPIA
529
Steward Partners Investment Advisory
New York
$30.1M +$334K +945 +1%
Jones Financial Companies
530
Jones Financial Companies
Missouri
$30.1M +$110K +312 +0.4%
TYCC
531
Texas Yale Capital Corp
Florida
$29.9M +$130K +367 +0.4%
ST
532
Spinnaker Trust
Maine
$29.9M +$21.9K +62 +0.1%
JIC
533
Johnson Investment Counsel
Ohio
$29.7M -$517K -1,466 -2%
MSR
534
Main Street Research
Connecticut
$29.6M +$25.6M +72,512 +639%
AGA
535
Altrinsic Global Advisors
Connecticut
$29.4M -$4.01M -11,364 -12%
MA
536
Menlo Advisors
California
$29.4M -$784K -2,222 -3%
Bank Julius Baer & Co
537
Bank Julius Baer & Co
Switzerland
$29.3M -$1.34M -3,794 -4%
EH
538
Equitable Holdings
New York
$29M +$2.64M +7,481 +10%
CAM
539
Cresset Asset Management
Illinois
$28.9M -$4.62M -13,096 -14%
RC
540
Reik & Co
New York
$28.9M -$400K -1,133 -1%
PWP
541
Private Wealth Partners
California
$28.8M -$1.02M -2,881 -3%
FDCC
542
Foster Dykema Cabot & Co
Massachusetts
$28.8M -$215K -610 -0.7%
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
$28.5M +$427K +1,209 +2%
YIA
544
YHB Investment Advisors
Connecticut
$28.2M -$683K -1,935 -2%
AIM
545
Artemis Investment Management
United Kingdom
$27.9M +$27.9M +79,219 New
CCA
546
Cobblestone Capital Advisors
New York
$27.9M -$41.6K -118 -0.1%
BFS
547
Bard Financial Services
Connecticut
$27.8M +$26.5K +75 +0.1%
PAS
548
Professional Advisory Services
Florida
$27.8M -$5.89M -16,677 -17%
ACI
549
Alpha Cubed Investments
California
$27.8M -$2.03M -5,748 -7%
SC
550
Sierra Capital
Florida
$27.7M +$89.6K +254 +0.3%
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