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 %
PAS
876
Park Avenue Securities
New York
$8.87M +$781K +2,860 +10%
PCIA
877
Prime Capital Investment Advisors
Kansas
$8.87M +$24.6K +90 +0.3%
Nomura Asset Management
878
Nomura Asset Management
Japan
$8.86M +$1.04M +41,660 +13%
FTDI
879
First Trust Direct Indexing
Massachusetts
$8.86M +$214K +782 +2%
DAS
880
Dynamic Advisor Solutions
Arizona
$8.82M +$257K +942 +3%
RIM
881
Redpoint Investment Management
Australia
$8.81M +$160K +586 +2%
MYAM
882
Meiji Yasuda Asset Management
Japan
$8.79M +$438K +1,606 +5%
EGA
883
Eagle Global Advisors
Texas
$8.75M -$36.9K -135 -0.4%
CCA
884
Covey Capital Advisors
Georgia
$8.74M -$529K -1,936 -6%
STB
885
S&T Bank
Pennsylvania
$8.71M -$305K -1,118 -3%
GVAG
886
Great Valley Advisor Group
Delaware
$8.71M +$2.43M +8,899 +39%
GI
887
Gradient Investments
Minnesota
$8.7M +$326K +1,193 +4%
VM
888
Venator Management
Pennsylvania
$8.69M -$174K -639 -2%
IFLIT
889
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$8.68M – – –
FPCM
890
Financial Partners Capital Management
New York
$8.67M -$81.4K -298 -0.9%
FAB
891
First American Bank
Illinois
$8.65M +$32.8K +120 +0.4%
OPS
892
Orion Portfolio Solutions
Nebraska
$8.62M -$72.9K -267 -0.8%
FMWA
893
Forvis Mazars Wealth Advisors
Missouri
$8.56M +$8.56M +31,367 New
PIMG
894
Patriot Investment Management Group
Tennessee
$8.56M +$2.3M +8,415 +37%
MC
895
Middleton & Co
Massachusetts
$8.55M -$486K -1,781 -5%
CC
896
Codex Capital
New York
$8.5M – – –
AWA
897
Arete Wealth Advisors
Illinois
$8.49M +$153K +559 +2%
IWM
898
IHT Wealth Management
Illinois
$8.47M +$159K +581 +2%
BFM
899
Boston Financial Management
Massachusetts
$8.46M +$555K +2,034 +7%
RTS
900
Round Table Services
New Jersey
$8.46M -$230K -841 -3%
34 35
36
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