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 %
RBA
851
Richard Bernstein Advisors
New York
$9.25M – – –
WCA
852
Waratah Capital Advisors
Ontario, Canada
$9.24M -$8.92M -32,704 -49%
HT
853
HAP Trading
New York
$9.23M +$5.3M +19,429 +135%
PCM
854
Palisade Capital Management
New Jersey
$9.2M +$19.4K +71 +0.2%
FFA
855
Fragasso Financial Advisors
Pennsylvania
$9.2M +$294K +1,078 +3%
HVP
856
Hudson Value Partners
Florida
$9.2M +$81.9K +300 +0.9%
HWM
857
Heirloom Wealth Management
Colorado
$9.16M +$830K +2,834 +10%
RCC
858
Red Cedar Capital
Nebraska
$9.16M -$143K -522 -2%
OBGC
859
O'Brien Greene & Co
Pennsylvania
$9.15M +$503K +1,844 +6%
RMC
860
Regis Management Company
California
$9.15M -$1.37K -5 -0%
HI
861
Horizon Investments
North Carolina
$9.13M +$9.13M +33,443 New
FFWA
862
FRG Family Wealth Advisors
Washington
$9.11M – – –
KJHP
863
K.J. Harrison & Partners
Ontario, Canada
$9.08M -$500K -1,830 -5%
EML
864
Eos Management LP
New York
$9.08M – – –
WCM
865
WealthBridge Capital Management
Ohio
$9.07M -$65.8K -241 -0.7%
MIM
866
Martin Investment Management
Florida
$9.07M -$70.7K -259 -0.8%
KLI
867
Kelman-Lazarov Inc
Tennessee
$9.06M -$1.16M -4,235 -11%
SIM
868
Sterling Investment Management
Arizona
$9.01M -$44K -161 -0.5%
KCPG
869
Kavar Capital Partners Group
Kansas
$8.98M +$507K +1,856 +6%
GFP
870
Gryphon Financial Partners
Ohio
$8.98M -$834K -3,055 -9%
HCM
871
Hollencrest Capital Management
California
$8.96M -$389K -1,425 -4%
VVP
872
Venture Visionary Partners
Ohio
$8.94M +$111K +407 +1%
WW
873
Waterfront Wealth
Kansas
$8.91M +$122K +446 +1%
EAM
874
Evanson Asset Management
California
$8.89M +$19.7K +72 +0.2%
EFS
875
Essex Financial Services
Connecticut
$8.89M +$154K +565 +2%
33 34
35
36 37