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 %
HPCM
776
Hunter Perkins Capital Management
Illinois
$11.3M -$1.48M -5,418 -12%
AP
777
Arlington Partners
Alabama
$11.2M +$2.49M +9,111 +28%
GCGDR
778
Geo Capital Gestora de Recursos
Brazil
$11.2M -$8.46M -30,997 -43%
LNB
779
Ledyard National Bank
$11.2M -$557K -2,039 -5%
CCM
780
Coldstream Capital Management
Washington
$11.2M -$58.4K -214 -0.5%
OIA
781
OneDigital Investment Advisors
Kansas
$11.1M -$573K -2,098 -5%
ANBT
782
American National Bank & Trust
Texas
$11.1M +$105K +386 +1%
HF
783
HRT Financial
New York
$11M +$11M +40,451 New
BC
784
Burleson & Co
California
$11M -$275K -1,008 -2%
WC
785
Whitney & Co
New York
$11M +$358K +1,310 +3%
WRM
786
Weybosset Research & Management
Rhode Island
$11M +$11M +40,264 New
APA
787
American Portfolios Advisors
New York
$11M +$797K +2,920 +8%
FA
788
Financial Avengers
California
$10.9M -$157K -576 -1%
NC
789
Naman Capital
Brazil
$10.9M – – –
KJWM
790
Kiley Juergens Wealth Management
Washington
$10.9M +$2.96M +10,843 +37%
PA
791
Parallel Advisors
California
$10.9M -$18.8K -69 -0.2%
DSAM
792
Dock Street Asset Management
Florida
$10.9M +$7.1K +26 +0.1%
SW
793
Solidarity Wealth
Utah
$10.9M +$1.11M +3,697 +11%
NS
794
Newman & Schimel
Illinois
$10.8M – – –
JWCA
795
J.W. Cole Advisors
Florida
$10.8M +$283K +1,038 +3%
APS
796
American Planning Services
Florida
$10.8M +$4.84M +17,725 +81%
SWM
797
Stockman Wealth Management
Montana
$10.8M +$381K +1,396 +4%
NEWAS
798
N.E.W. Advisory Services
Wisconsin
$10.7M -$1.82M -6,651 -14%
SGCA
799
Steel Grove Capital Advisors
Tennessee
$10.7M -$213K -781 -2%
DT
800
Diversified Trust
Tennessee
$10.7M +$1.9M +6,974 +22%
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