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 %
Verition Fund Management
826
Verition Fund Management
Connecticut
$9.95M +$9.95M +36,449 New
GP
827
Greenline Partners
New York
$9.94M +$65K +238 +0.7%
BS
828
Boenning & Scattergood
Pennsylvania
$9.93M +$76.4K +280 +0.8%
CA
829
Cornerstone Advisory
Maryland
$9.93M -$970K -3,554 -9%
FHB
830
First Hawaiian Bank
Hawaii
$9.92M +$36.9K +135 +0.4%
CCP
831
Corient Capital Partners
California
$9.85M +$701K +2,569 +8%
AL
832
Arnhold LLC
New York
$9.76M +$1.19M +4,353 +14%
ATIA
833
American Trust Investment Advisors
New Hampshire
$9.73M -$19.9K -73 -0.2%
UAM
834
Unison Asset Management
Florida
$9.7M – – –
AAM
835
Autus Asset Management
Arizona
$9.68M -$218K -800 -2%
IPW
836
Inlet Private Wealth
Florida
$9.66M +$111K +406 +1%
PWW
837
Pettyjohn Wood & White
Virginia
$9.66M +$670K +2,455 +7%
PAM
838
Private Asset Management
California
$9.65M -$66.6K -244 -0.7%
SAM
839
Summit Asset Management
Tennessee
$9.65M +$4.37K +16 +0%
PMG
840
ProVise Management Group
Florida
$9.65M +$1.29M +4,731 +15%
SI
841
Sprott Inc
Ontario, Canada
$9.64M – – –
WDL
842
Well Done LLC
Michigan
$9.62M +$1.42M +5,204 +17%
SCA
843
Snowden Capital Advisors
New York
$9.56M +$719K +2,634 +8%
BRCM
844
Bright Rock Capital Management
Massachusetts
$9.56M +$1.37M +5,000 +17%
CFA
845
Cahill Financial Advisors
Minnesota
$9.55M +$151K +554 +2%
NAMP
846
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.55M -$109K -400 -1%
TC
847
TownSquare Capital
Utah
$9.51M +$844K +3,090 +10%
FMTC
848
Farmers & Merchants Trust Company
California
$9.43M +$423K +1,550 +5%
WANY
849
Wealthspire Advisors (New York)
New York
$9.43M +$3.46M +12,681 +58%
OPCM
850
Osborne Partners Capital Management
California
$9.38M +$8.09M +29,629 +627%
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