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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 %
MPWT
551
MassMutual Private Wealth & Trust
Connecticut
$22.1M +$10.9K +40 +0%
PWP
552
Private Wealth Partners
California
$22M -$295K -1,079 -1%
HWM
553
HB Wealth Management
Georgia
$22M +$866K +3,172 +4%
YIA
554
YHB Investment Advisors
Connecticut
$21.7M -$107K -392 -0.5%
FDCC
555
Foster Dykema Cabot & Co
Massachusetts
$21.7M -$620K -2,271 -3%
1832 Asset Management
556
1832 Asset Management
Ontario, Canada
$21.5M -$366M -1,341,664 -94%
CAM
557
Cresset Asset Management
Illinois
$21.5M +$1.68M +6,939 +8%
AGA
558
Altrinsic Global Advisors
Connecticut
$21.5M -$1.29M -4,732 -6%
MAM
559
Magellan Asset Management
Australia
$21.4M +$2.46M +9,017 +13%
BFS
560
Bard Financial Services
Connecticut
$21.4M -$137K -500 -0.6%
CCA
561
Cobblestone Capital Advisors
New York
$21.4M -$169K -618 -0.8%
AII
562
AGF Investments Inc
Ontario, Canada
$21.2M +$1.46M +5,342 +7%
TSW
563
Thompson Siegel & Walmsley
Virginia
$21.2M -$3.52M -12,898 -14%
SC
564
Sierra Capital
Florida
$21.2M -$241K -884 -1%
AIM
565
Artemis Investment Management
United Kingdom
$21M -$607K -2,220 -3%
HLCM
566
Hi-Line Capital Management
South Dakota
$20.7M +$1.1M +4,038 +6%
BFS
567
Baskin Financial Services
Ontario, Canada
$20.6M +$18.5M +67,801 +875%
DY
568
Dowling & Yahnke
California
$20.6M +$98K +359 +0.5%
OMC
569
Overbrook Management Corp
New York
$20.6M -$268K -980 -1%
SNB
570
Security National Bank
Nebraska
$20.5M -$278K -1,020 -1%
PC
571
Pecaut & Co
Iowa
$20.4M -$28.1K -103 -0.1%
EWA
572
Exencial Wealth Advisors
Oklahoma
$20.3M +$1.35M +4,936 +7%
WIC
573
Whitegate Investment Counselors
New Hampshire
$20.3M +$131K +479 +0.6%
MWM
574
Modera Wealth Management
New Jersey
$20.2M -$260K -954 -1%
SI
575
Stephens Inc
Arkansas
$20.2M -$357K -1,309 -2%
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