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 %
CAM
526
Close Asset Management
United Kingdom
$24.3M +$5.49M +20,099 +29%
Bank Julius Baer & Co
527
Bank Julius Baer & Co
Switzerland
$24.1M +$1.42M +5,215 +6%
SAM
528
Silvercrest Asset Management
New York
$24.1M -$73.4K -269 -0.3%
BSA
529
Braun Stacey Associates
New York
$24.1M +$556K +2,037 +2%
SPIA
530
Steward Partners Investment Advisory
New York
$23.9M +$604K +2,214 +3%
BTW
531
Boston Trust Walden
Massachusetts
$23.9M -$200K -731 -0.8%
VIP
532
Vantage Investment Partners
Missouri
$23.8M – – –
ABC
533
Associated Banc-Corp
Wisconsin
$23.8M -$236K -863 -1%
BMSSC
534
B. Metzler seel. Sohn & Co
Germany
$23.7M -$2.52M -9,229 -10%
Lido Advisors
535
Lido Advisors
California
$23.4M +$6.83M +25,002 +41%
TYCC
536
Texas Yale Capital Corp
Florida
$23.3M +$199K +730 +0.9%
DWM
537
Doyle Wealth Management
Florida
$23.3M -$193K -707 -0.8%
JIC
538
Johnson Investment Counsel
Ohio
$23.2M +$263K +963 +1%
ST
539
Spinnaker Trust
Maine
$23.1M +$44.8K +164 +0.2%
MGIA
540
Moneta Group Investment Advisors
Missouri
$22.9M +$22M +80,638 +2,387%
Jones Financial Companies
541
Jones Financial Companies
Missouri
$22.9M -$371K -1,358 -2%
PAS
542
Professional Advisory Services
Florida
$22.9M +$1.34M +4,913 +6%
SAM
543
SP Asset Management
California
$22.8M +$3.69M +13,518 +19%
IAA
544
Independent Advisor Alliance
North Carolina
$22.7M +$1.65M +6,035 +8%
FWM
545
Frontier Wealth Management
Missouri
$22.6M -$5.11B -18,713,511 -100%
MA
546
Menlo Advisors
California
$22.6M -$127K -464 -0.6%
EH
547
Equitable Holdings
New York
$22.5M +$131K +479 +0.6%
RC
548
Reik & Co
New York
$22.5M +$152K +556 +0.7%
ECM
549
ExodusPoint Capital Management
New York
$22.1M +$22.1M +81,126 New
ACI
550
Alpha Cubed Investments
California
$22.1M +$602K +2,206 +3%
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