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 %
BRCM
901
Bright Rock Capital Management
Massachusetts
$10.6M +$5.29M +15,000 +100%
PWM
902
Perigon Wealth Management
California
$10.5M +$241K +682 +2%
PAS
903
Park Avenue Securities
New York
$10.5M +$880K +2,493 +9%
FM
904
Family Management
New York
$10.5M -$1.61M -4,566 -13%
LA
905
Lakeside Advisors
Washington
$10.4M – – –
KS
906
Karpas Strategies
Connecticut
$10.4M +$38.1K +108 +0.4%
WSFS
907
Wilmington Savings Fund Society
Delaware
$10.4M -$1.08M -3,053 -9%
GC
908
Gratus Capital
Georgia
$10.4M -$265K -751 -2%
BPCE
909
Bank Pictet & Cie (Europe)
Germany
$10.3M +$1.36M +3,862 +15%
IRF
910
IBM Retirement Fund
New York
$10.3M -$448K -1,268 -4%
WCF
911
West Coast Financial
California
$10.3M +$157K +444 +2%
KJWM
912
Kiley Juergens Wealth Management
Washington
$10.3M -$3.36M -9,526 -25%
BFM
913
Boston Financial Management
Massachusetts
$10.2M +$1.61M +4,565 +19%
MC
914
Moors & Cabot
Massachusetts
$10.2M +$300K +850 +3%
BHWM
915
Bar Harbor Wealth Management
New Hampshire
$10.2M -$1.04M -2,953 -9%
DDC
916
DF Dent & Co
Maryland
$10.2M -$552K -1,565 -5%
CL
917
CPWM LLC
Washington
$10.1M -$137K -387 -1%
WM
918
WS Management
Florida
$10.1M – – –
WKWM
919
Walter & Keenan Wealth Management
Indiana
$10.1M -$3.53K -10 -0%
BCM
920
Brooktree Capital Management
Michigan
$10.1M +$223K +632 +2%
MP
921
McDonald Partners
Ohio
$10M +$10M +28,395 New
SIM
922
Stratos Investment Management
Ohio
$10M -$560K -1,587 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
923
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10M +$6.69M +18,958 +201%
XF
924
XML Financial
Maryland
$10M +$146K +414 +1%
RGI
925
River Global Investors
United Kingdom
$9.97M -$900K -2,550 -8%
35 36
37
38 39