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 %
FCBT
726
First Citizens Bank & Trust
North Carolina
$12.9M -$1.06M -3,893 -8%
SG Americas Securities
727
SG Americas Securities
New York
$12.9M -$28M -102,587 -68%
AMI
728
Amica Mutual Insurance
Rhode Island
$12.8M +$1.71M +6,262 +15%
DHFB
729
Dixon Hubard Feinour & Brown
Virginia
$12.7M -$484K -1,772 -4%
EWM
730
Edge Wealth Management
New York
$12.7M +$60.1K +220 +0.5%
BCM
731
Banyan Capital Management
Georgia
$12.7M – – –
BRWA
732
B. Riley Wealth Advisors
Florida
$12.7M -$1.81M -6,616 -12%
IC
733
Inverness Counsel
New York
$12.7M +$525K +1,924 +4%
LKIM
734
Lawson Kroeker Investment Management
Nebraska
$12.6M -$209K -765 -2%
CSPIA
735
Cary Street Partners Investment Advisory
Virginia
$12.6M +$11.8M +43,094 +1,420%
MFWM
736
Motley Fool Wealth Management
Virginia
$12.5M -$165K -605 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
737
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$12.5M +$4.72M +17,300 +61%
WFG
738
Wills Financial Group
Virginia
$12.5M -$164K -600 -1%
TCCM
739
Timber Creek Capital Management
Massachusetts
$12.4M -$166K -609 -1%
FNT
740
First National Trust
Pennsylvania
$12.4M +$44.5K +163 +0.4%
PAIM
741
Punch & Associates Investment Management
Minnesota
$12.4M -$51.9K -190 -0.4%
FFN
742
Focus Financial Network
Minnesota
$12.4M +$841K +3,080 +7%
MIM
743
Meridiem Investment Management
United Kingdom
$12.4M -$564K -2,065 -4%
BDA
744
Borer Denton & Associates
Pennsylvania
$12.4M +$36.9K +135 +0.3%
ASN
745
Advisory Services Network
Georgia
$12.3M -$1.22M -4,457 -9%
RB
746
Richmond Brothers
Michigan
$12.3M -$819K -2,993 -6%
CA
747
Cumberland Advisors
Florida
$12.3M +$384K +1,405 +3%
WKSWA
748
White Knight Strategic Wealth Advisors
New Jersey
$12.2M +$385K +1,411 +3%
WS
749
Wedbush Securities
California
$12.2M +$1.09M +3,995 +10%
AWM
750
Apollon Wealth Management
South Carolina
$12.2M -$1.06M -3,869 -8%
28 29
30
31 32