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 %
SWM
701
Sculati Wealth Management
Michigan
$13.9M +$58.2K +213 +0.4%
SEM
702
Suncoast Equity Management
Florida
$13.9M -$59.2K -217 -0.4%
PWLP
703
Prio Wealth Limited Partnership
Massachusetts
$13.9M -$24K -88 -0.2%
TI
704
Tidal Investments
Wisconsin
$13.8M +$395K +1,447 +3%
MWM
705
Minot Wealth Management
Massachusetts
$13.7M +$83.8K +307 +0.6%
BIP
706
Brandes Investment Partners
California
$13.7M +$854K +3,127 +7%
VI
707
Vestcor Inc
New Brunswick, Canada
$13.6M +$2.98M +10,927 +28%
DLCIG
708
D.L. Carlson Investment Group
New Hampshire
$13.6M -$4.1K -15 -0%
CC
709
Chicago Capital
Illinois
$13.6M +$38.8K +142 +0.3%
CJFS
710
Coulter & Justus Financial Services
Tennessee
$13.5M +$13.5M +49,618 New
VCM
711
Violich Capital Management
California
$13.5M -$51.1K -187 -0.4%
TWM
712
TLW Wealth Management
Florida
$13.5M -$350K -1,281 -3%
FCM
713
Fairholme Capital Management
Florida
$13.5M +$46.4K +170 +0.3%
HIA
714
Harbor Investment Advisory
Maryland
$13.5M -$31.7K -116 -0.2%
LFRG
715
Lazard Frères Gestion
France
$13.4M -$506K -1,850 -4%
KOCAA
716
Knights of Columbus Asset Advisors
Connecticut
$13.3M +$1.02M +3,723 +8%
WPW
717
Waldron Private Wealth
Pennsylvania
$13.3M +$349K +1,280 +3%
CIM
718
Corda Investment Management
Texas
$13.3M -$284K -1,041 -2%
BFG
719
Beacon Financial Group
Texas
$13.2M -$195K -703 -1%
WSTAM
720
Wilbanks Smith & Thomas Asset Management
Virginia
$13.2M +$228K +834 +2%
Fisher Asset Management
721
Fisher Asset Management
Washington
$13.1M +$249K +913 +2%
SW
722
SVB Wealth
Massachusetts
$13.1M -$360K -1,317 -3%
QF
723
QVT Financial
New York
$13.1M – – –
GWM
724
Geneos Wealth Management
Colorado
$13.1M +$314K +1,131 +2%
GIA
725
GHP Investment Advisors
Colorado
$13.1M +$126K +463 +1%
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