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 %
AIP
801
Ameritas Investment Partners
Nebraska
$10.7M -$220K -807 -2%
PWMAG
802
Pinnacle Wealth Management Advisory Group
New Jersey
$10.6M -$217K -795 -2%
CIA
803
Capital Investment Advisors
Georgia
$10.5M -$10.4K -38 -0.1%
PFM
804
Patton Fund Management
Texas
$10.5M +$1.43M +5,228 +16%
SCM
805
Shelton Capital Management
Colorado
$10.5M +$1.99M +7,300 +23%
CFG
806
Citizens Financial Group
Rhode Island
$10.5M +$7.41M +27,126 +242%
EF
807
Empirical Finance
Pennsylvania
$10.5M +$540K +1,977 +5%
HKIM
808
Hayek Kallen Investment Management
Alabama
$10.4M -$142K -520 -1%
AAS
809
Ameritas Advisory Services
Nebraska
$10.4M +$876K +3,209 +9%
WCF
810
West Coast Financial
California
$10.3M +$2.36M +8,662 +30%
RCM
811
RB Capital Management
Nevada
$10.3M +$212K +775 +2%
BCM
812
Brookstone Capital Management
Illinois
$10.2M +$1.48M +5,265 +17%
SC
813
Stolper & Co
Oklahoma
$10.2M -$15.6K -57 -0.2%
DWM
814
Dakota Wealth Management
Florida
$10.2M -$3.16M -11,579 -24%
MC
815
Muhlenkamp & Co
Pennsylvania
$10.2M +$21.3K +78 +0.2%
PCA
816
Pallas Capital Advisors
Massachusetts
$10.1M -$224K -784 -2%
CPA
817
Court Place Advisors
Maryland
$10.1M -$206K -755 -2%
BWFA
818
Baltimore-Washington Financial Advisors
Maryland
$10.1M +$9.42M +34,495 +1,369%
HAG
819
HighPoint Advisor Group
Illinois
$10.1M +$10.1M +36,620 New
KTM
820
Keeler Thomas Management
Utah
$10.1M +$352K +1,290 +4%
SIM
821
Studio Investment Management
Illinois
$10M -$8.74K -32 -0.1%
FAM
822
Fenimore Asset Management
New York
$10M +$380K +1,391 +4%
SFS
823
Summit Financial Strategies
Ohio
$10M -$116K -425 -1%
CAM
824
Columbia Asset Management
Michigan
$10M +$10M +36,669 New
FFG
825
Frisch Financial Group
New York
$9.95M +$96.6K +354 +1%
31 32
33
34 35