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 %
KSWA
626
Kathleen S. Wright Associates
Pennsylvania
$21.4M -$724K -2,052 -3%
WCMN
627
Westchester Capital Management (Nebraska)
Nebraska
$21.3M -$138K -391 -0.6%
KFA
628
Kelleher Financial Advisors
New York
$21.3M -$2.77M -7,846 -12%
AM
629
Account Management
Massachusetts
$21.2M -$35.3K -100 -0.2%
PGIM
630
Pacific Global Investment Management
California
$21.2M -$440K -1,248 -2%
GG
631
Greenwood Gearhart
Arkansas
$21.2M +$306K +867 +1%
PTB
632
Pioneer Trust Bank
Oregon
$21.2M -$31.4K -89 -0.1%
ZIG
633
Zuckerman Investment Group
Illinois
$21.1M -$372K -1,055 -2%
NL
634
NWAM LLC
Washington
$21.1M -$887K -2,512 -4%
SWP
635
Stratos Wealth Partners
Ohio
$21M +$2.46M +6,975 +13%
S
636
SignatureFD
Georgia
$21M +$1.46M +4,131 +7%
AIM
637
Allen Investment Management
New York
$21M -$171K -484 -0.8%
BI
638
Beecher Investors
Connecticut
$21M -$88.2K -250 -0.4%
BEAM
639
Baker Ellis Asset Management
Washington
$20.9M +$1.14M +3,243 +6%
Eagle Capital Management (New York)
640
Eagle Capital Management (New York)
New York
$20.9M -$990K -2,804 -5%
MCM
641
Mill Capital Management
North Carolina
$20.9M +$2.38M +6,757 +13%
GI
642
GAMCO Investors
Connecticut
$20.6M +$254K +719 +1%
CAM
643
Close Asset Management
United Kingdom
$20.6M – – –
LDFR
644
Lehman & Derafelo Financial Resources
Pennsylvania
$20.4M -$271K -767 -1%
CSS
645
Cubist Systematic Strategies
Connecticut
$20.4M +$19.3M +54,756 +1,883%
RIM
646
Reynolds Investment Management
South Carolina
$20.3M +$20.3M +57,399 New
GU
647
Georgetown University
District of Columbia
$20.2M – – –
AWM
648
Absher Wealth Management
North Carolina
$20.2M -$1.57M -4,447 -7%
AI
649
Atria Investments
North Carolina
$20M +$2.02M +5,717 +11%
SBL
650
Sargent Bickham Lagudis
Colorado
$19.8M +$339K +960 +2%
24 25
26
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