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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 %
ZIG
626
Zuckerman Investment Group
Illinois
$17.4M +$1.04M +3,803 +6%
CAMG
627
CWA Asset Management Group
Florida
$17.2M -$102K -374 -0.6%
SN
628
Sittner & Nelson
Oregon
$17.2M +$80.3K +294 +0.5%
AP
629
Advisor Partners
California
$17M +$385K +1,411 +2%
WCMN
630
Westchester Capital Management (Nebraska)
Nebraska
$17M +$468K +1,715 +3%
GC
631
Guggenheim Capital
Illinois
$16.9M -$45.9M -168,257 -73%
KRSITF
632
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$16.9M +$2.12M +7,754 +14%
BFA
633
Beaumont Financial Advisors
Massachusetts
$16.9M -$2.68M -9,825 -14%
CCMD
634
Cypress Capital Management (Delaware)
Delaware
$16.8M -$51.3K -188 -0.3%
CW
635
Connectus Wealth
Ohio
$16.8M +$865K +3,168 +5%
HC
636
Hendley & Co
Ohio
$16.8M -$10.9K -40 -0.1%
GG
637
Greenwood Gearhart
Arkansas
$16.7M +$306K +1,122 +2%
PGIM
638
Pacific Global Investment Management
California
$16.6M +$175K +642 +1%
MCM
639
Mill Capital Management
North Carolina
$16.5M +$407K +1,491 +3%
NL
640
NWAM LLC
Washington
$16.4M -$8.53K -31 -0.1%
GCM
641
Gabalex Capital Management
New York
$16.4M -$2.73M -10,000 -14%
IWA
642
Intercontinental Wealth Advisors
Texas
$16.3M +$10.3M +37,564 +170%
BEAM
643
Baker Ellis Asset Management
Washington
$16.3M +$96.4K +353 +0.6%
BI
644
Beecher Investors
Connecticut
$16.2M – – –
AIM
645
Allen Investment Management
New York
$16.2M -$51.6K -189 -0.3%
SF
646
Synovus Financial
Georgia
$16.2M +$12.6M +46,070 +348%
SBL
647
Sargent Bickham Lagudis
Colorado
$16.2M +$810K +2,967 +5%
Eagle Capital Management (New York)
648
Eagle Capital Management (New York)
New York
$16.2M – – –
KSWA
649
Kathleen S. Wright Associates
Pennsylvania
$16.1M -$411K -1,504 -2%
PTB
650
Pioneer Trust Bank
Oregon
$16.1M -$245K -896 -1%
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