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
+$1.79B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.64B
3
BlackRock
BlackRock
New York
+$532M
4
Renaissance Technologies
Renaissance Technologies
New York
+$469M
5
Bank of America
Bank of America
North Carolina
+$312M

Top Sellers

1
FWM
Frontier Wealth Management
Missouri
-$5.11B
2
State Street
State Street
Massachusetts
-$1.81B
3
CIAS
CFS Investment Advisory Services
New Jersey
-$449M
4
AWA
Aaron Wealth Advisors
Illinois
-$432M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
601
Burney Company
Virginia
$18.8M -$701K -2,567 -4%
EWA
602
EP Wealth Advisors
California
$18.7M +$548K +2,006 +3%
AL
603
Aspiriant LLC
California
$18.7M +$75.4K +276 +0.4%
RIL
604
Rothschild Investment LLC
Illinois
$18.6M +$428K +1,566 +2%
AF
605
Allworth Financial
California
$18.6M +$924K +3,384 +5%
RGC
606
Roberts, Glore & Co
Illinois
$18.4M -$312K -1,141 -2%
MA
607
MYDA Advisors
New York
$18.4M +$18.4M +67,500 New
BCM
608
Becker Capital Management
Oregon
$18.4M -$1.38M -5,037 -7%
SBWIC
609
Schaper Benz & Wise Investment Counsel
Wisconsin
$18.4M +$51.1K +187 +0.3%
RPI
610
Railway Pension Investments
United Kingdom
$18.4M +$18.4M +67,300 New
EIP
611
Easterly Investment Partners
Massachusetts
$18.4M +$17.4M +63,583 +1,717%
Vontobel Holding
612
Vontobel Holding
Switzerland
$18.3M +$401K +1,467 +2%
BFO
613
Boston Family Office
Massachusetts
$18.2M -$475K -1,741 -3%
CCB
614
Country Club Bank
Missouri
$18.2M -$793K -2,898 -4%
AM
615
Account Management
Massachusetts
$18M +$1.57M +5,758 +10%
SWM
616
Spire Wealth Management
Virginia
$18M +$5.98M +21,900 +50%
MRCM
617
M&R Capital Management
New Jersey
$17.8M -$189K -691 -1%
NFG
618
Nations Financial Group
Iowa
$17.7M -$1.43M -5,231 -7%
BCI
619
Brinker Capital Investments
Pennsylvania
$17.7M +$601K +2,200 +4%
SWP
620
Stratos Wealth Partners
Ohio
$17.6M +$1.37M +5,006 +8%
AWM
621
Axxcess Wealth Management
California
$17.5M +$84.1K +308 +0.5%
PCM
622
Poehling Capital Management
Wisconsin
$17.5M -$45.9K -168 -0.3%
AJ
623
Ashburton (Jersey)
Jersey
$17.5M -$206K -756 -1%
TIP
624
Torray Investment Partners
Maryland
$17.4M +$2.59M +9,470 +17%
FG
625
Fiduciary Group
Georgia
$17.4M +$103K +347 +0.6%
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25
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