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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 %
LOPW
576
Live Oak Private Wealth
North Carolina
$20.2M +$619K +2,267 +3%
ACM
577
Advisors Capital Management
New Jersey
$20.1M +$799K +2,925 +4%
FSCM
578
Front Street Capital Management
Montana
$19.9M -$233K -853 -1%
LNC
579
Lincoln National Corp
Pennsylvania
$19.8M +$1.2M +4,388 +6%
H
580
HoyleCohen
California
$19.8M +$253K +928 +1%
Skandinaviska Enskilda Banken (SEB)
581
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.8M +$6.46M +23,788 +49%
NMIMC
582
Northwestern Mutual Investment Management Company
Wisconsin
$19.7M -$148K -543 -0.7%
RC
583
RBO & Co
California
$19.7M -$98K -359 -0.5%
Cetera Investment Advisers
584
Cetera Investment Advisers
Illinois
$19.6M +$1.33M +4,880 +7%
AWM
585
Altium Wealth Management
New York
$19.5M +$848K +3,106 +5%
KP
586
Kiltearn Partners
United Kingdom
$19.5M -$14.2M -52,000 -42%
FCH
587
Freestone Capital Holdings
Washington
$19.5M -$179K -657 -0.9%
TVAMP
588
Tennessee Valley Asset Management Partners
Tennessee
$19.4M +$265K +970 +1%
SFS
589
Solitude Financial Services
Virginia
$19.4M +$6.22M +22,797 +47%
QC
590
Quadrature Capital
United Kingdom
$19.3M -$1.18M -4,309 -6%
WBG
591
Wharton Business Group
Pennsylvania
$19.2M +$583K +2,134 +3%
SRC
592
Shufro Rose & Co
New York
$19.1M +$11.2K +41 +0.1%
MA
593
Mutual Advisors
Nebraska
$19.1M +$982K +3,598 +5%
CWM
594
Cabot Wealth Management
Massachusetts
$19M -$95K -348 -0.5%
USCWA
595
U.S. Capital Wealth Advisors
Texas
$19M +$1.3M +4,748 +7%
AI
596
Atria Investments
North Carolina
$19M +$3.5M +12,826 +23%
AFG
597
Albion Financial Group
Utah
$18.9M +$542K +1,984 +3%
USAA
598
United Services Automobile Association
Texas
$18.9M +$18.9M +69,123 New
KCM
599
Kanawha Capital Management
Virginia
$18.8M -$133K -488 -0.7%
AC
600
Allstate Corporation
Illinois
$18.8M -$168K -614 -0.9%
22 23
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