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 %
CA
676
Callahan Advisors
Texas
$14.8M +$346K +1,268 +2%
BFIM
677
Beese Fulmer Investment Management
Ohio
$14.8M -$45.9K -168 -0.3%
GW
678
GW & Wade
Massachusetts
$14.7M +$3.87M +14,177 +36%
RSVP
679
Ramsay Stattman Vela & Price
Colorado
$14.7M +$186K +680 +1%
ACA
680
Aptus Capital Advisors
Alabama
$14.6M +$1.94M +7,106 +15%
Pacer Advisors
681
Pacer Advisors
Pennsylvania
$14.6M -$17.6M -64,452 -55%
MWM
682
Madison Wealth Management
Ohio
$14.6M -$124K -453 -0.8%
DCM
683
Dupont Capital Management
Delaware
$14.6M -$72.6K -266 -0.5%
AIM
684
AMI Investment Management
Indiana
$14.5M -$244K -894 -2%
RI
685
Ridgewood Investments
New Jersey
$14.5M -$19.7K -72 -0.1%
CL
686
CIM LLC
New York
$14.5M -$216K -768 -1%
PCM
687
Presidio Capital Management
California
$14.4M -$19.4K -71 -0.1%
SAM
688
Satovsky Asset Management
New York
$14.3M +$134K +491 +0.9%
SSB
689
Sandy Spring Bank
Maryland
$14.3M +$416K +1,525 +3%
NCM
690
Novare Capital Management
North Carolina
$14.3M -$107K -393 -0.7%
WA
691
WP Advisors
California
$14.3M -$29.2K -107 -0.2%
APF
692
Alaska Permanent Fund
Alaska
$14.2M +$13.8M +50,724 +3,557%
UCB
693
United Community Bank
South Carolina
$14.2M +$1.54M +5,652 +12%
UI
694
Unconventional Investor
New Hampshire
$14.2M +$1.53M +5,598 +12%
DOA
695
D'Orazio & Associates
Virginia
$14.2M -$833K -3,051 -6%
WCM
696
Weik Capital Management
Pennsylvania
$14.1M -$29.2K -107 -0.2%
MFAM
697
Motley Fool Asset Management
Virginia
$14.1M -$1.03M -3,740 -7%
PP
698
Prudential plc
United Kingdom
$14.1M -$360K -1,319 -2%
CTI
699
Community Trust & Investment
Kentucky
$14.1M -$120K -441 -0.8%
VW
700
Vantage Wealth
California
$14M -$3.79M -13,868 -21%
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