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 %
BCM
726
Banyan Capital Management
Georgia
$16.4M – – –
ACA
727
Aptus Capital Advisors
Alabama
$16.4M +$1.41M +4,009 +9%
UCB
728
United Community Bank
South Carolina
$16.4M -$184K -521 -1%
EWM
729
Edge Wealth Management
New York
$16.4M +$269K +762 +2%
CFG
730
Carter Financial Group
Illinois
$16.4M +$16.4M +46,400 New
MFWM
731
Motley Fool Wealth Management
Virginia
$16.3M -$433K -1,228 -3%
UI
732
Unconventional Investor
New Hampshire
$16.3M +$3.08M +8,722 +23%
WFG
733
Wills Financial Group
Virginia
$16.3M +$142K +401 +0.9%
BG
734
Bahl & Gaynor
Ohio
$16.3M -$558K -1,580 -3%
TCCM
735
Timber Creek Capital Management
Massachusetts
$16.3M -$131K -372 -0.8%
GWM
736
Geneos Wealth Management
Colorado
$16.2M -$106K -301 -0.6%
PAIM
737
Punch & Associates Investment Management
Minnesota
$16.1M +$509K +1,441 +3%
FSCM
738
Front Street Capital Management
Montana
$16.1M -$663K -3,047 -4%
FNT
739
First National Trust
Pennsylvania
$16M +$1.85M +5,255 +13%
KOCAA
740
Knights of Columbus Asset Advisors
Connecticut
$15.9M +$316K +896 +2%
BDA
741
Borer Denton & Associates
Pennsylvania
$15.9M +$15.9M +45,120 New
HHMI
742
Howard Hughes Medical Institute
Maryland
$15.9M – – –
IVP
743
Intrinsic Value Partners
Arizona
$15.9M -$841K -2,383 -5%
IA
744
IFP Advisors
Florida
$15.8M +$4.75M +24,755 +43%
IC
745
Inverness Counsel
New York
$15.7M +$2.21M +6,270 +16%
MCM
746
Murphy Capital Management
New Jersey
$15.6M -$362K -1,026 -2%
SWM
747
Spire Wealth Management
Virginia
$15.5M -$5.29M -14,980 -25%
ERIM
748
Eagle Ridge Investment Management
Connecticut
$15.5M -$9.53K -27 -0.1%
TCOK
749
Trust Company of Kansas
Kansas
$15.4M -$76.2K -216 -0.5%
CA
750
Cumberland Advisors
Florida
$15.3M +$274K +777 +2%
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30
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