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 %
MLL
651
Moody Lynn & Lieberson
Massachusetts
$16M -$8.43M -30,895 -35%
LDFR
652
Lehman & Derafelo Financial Resources
Pennsylvania
$16M +$185K +679 +1%
S
653
SignatureFD
Georgia
$16M -$294K -1,076 -2%
PHK
654
Point72 Hong Kong
Hong Kong
$15.9M +$10.7M +39,337 +209%
IA
655
IFP Advisors
Florida
$15.8M – – –
EP
656
Elkhorn Partners
Nebraska
$15.7M +$411K +1,505 +3%
GI
657
GAMCO Investors
Connecticut
$15.7M -$251K -920 -2%
VPIM
658
Vanguard Personalized Indexing Management
California
$15.6M +$1.22M +4,459 +8%
GU
659
Georgetown University
District of Columbia
$15.6M – – –
RIM
660
Reynolds Investment Management
South Carolina
$15.6M -$114K -418 -0.7%
CAM
661
Carret Asset Management
New York
$15.5M +$429K +1,570 +3%
MCP
662
Mirador Capital Partners
California
$15.5M +$212K +777 +1%
AWM
663
Absher Wealth Management
North Carolina
$15.5M -$109K -399 -0.7%
AWS
664
Arkfeld Wealth Strategies
Nebraska
$15.5M +$39K +139 +0.3%
CIA
665
Choate Investment Advisors
Massachusetts
$15.5M +$1.12M +4,092 +8%
KAS
666
Kemnay Advisory Services
New York
$15.4M -$3.57M -13,066 -19%
WF
667
WoodTrust Financial
Wisconsin
$15.4M +$814K +2,981 +6%
KFA
668
Kelleher Financial Advisors
New York
$15.4M -$1.08M -3,973 -7%
WCM
669
Wedge Capital Management
North Carolina
$15.4M +$2.05M +7,515 +15%
GF
670
Gabelli Funds
New York
$15.3M +$273K +1,000 +2%
PHS
671
Pekin Hardy Strauss
Illinois
$15.3M +$162K +594 +1%
BL
672
Balentine LLC
Georgia
$15.2M +$6.78M +24,840 +81%
NRS
673
Neville Rodie & Shaw
New York
$15.2M -$41.8K -153 -0.3%
FWCM
674
Ferguson Wellman Capital Management
Oregon
$15.1M +$63.6K +233 +0.4%
ECAM
675
East Coast Asset Management
Massachusetts
$14.9M -$29M -106,079 -66%
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