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 %
AAS
826
Ameritas Advisory Services
Nebraska
$12.3M +$217K +616 +2%
Massachusetts Financial Services
827
Massachusetts Financial Services
Massachusetts
$12.1M +$124K +352 +1%
CFA
828
Cahill Financial Advisors
Minnesota
$12.1M +$125K +354 +1%
HCM
829
Hollencrest Capital Management
California
$12.1M +$93.9K +266 +0.8%
SC
830
Sepio Capital
Utah
$12M +$2.48M +7,026 +26%
RCC
831
Red Cedar Capital
Nebraska
$12M +$71.6K +203 +0.6%
CCA
832
Covey Capital Advisors
Georgia
$12M -$1.24M -3,502 -9%
RBA
833
Richard Bernstein Advisors
New York
$12M – – –
PCM
834
Palisade Capital Management
New Jersey
$11.9M +$923K +2,615 +8%
CCP
835
Corient Capital Partners
California
$11.8M +$1.39M +3,943 +13%
RMC
836
Regis Management Company
California
$11.8M – – –
WCM
837
WealthBridge Capital Management
Ohio
$11.8M -$360K -1,020 -3%
MIM
838
Martin Investment Management
Florida
$11.8M +$730K +2,068 +7%
HVP
839
Hudson Value Partners
Florida
$11.8M +$70.2K +199 +0.6%
FFWA
840
FRG Family Wealth Advisors
Washington
$11.8M -$46.2K -131 -0.4%
Nomura Holdings
841
Nomura Holdings
Japan
$11.8M +$5.74M +16,300 +95%
PFM
842
Patton Fund Management
Texas
$11.8M -$855K -2,423 -7%
EML
843
Eos Management LP
New York
$11.7M – – –
NEWAS
844
N.E.W. Advisory Services
Wisconsin
$11.7M +$1.24M +4,866 +12%
SIM
845
Sterling Investment Management
Arizona
$11.7M -$4.34M -12,306 -27%
MC
846
Middleton & Co
Massachusetts
$11.7M -$375K -1,063 -3%
STB
847
S&T Bank
Pennsylvania
$11.6M -$1.77K -5 -0%
FMTC
848
Farmers & Merchants Trust Company
California
$11.6M -$33.9K -96 -0.3%
PWW
849
Pettyjohn Wood & White
Virginia
$11.6M -$83.6K -237 -0.7%
PP
850
Palladium Partners
Virginia
$11.6M -$137K -389 -1%
32 33
34
35 36