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 %
MIM
901
Meixler Investment Management
Arizona
$8.37M -$37.4K -137 -0.4%
YIH
902
Y-Intercept (HK)
Hong Kong
$8.36M +$8.36M +30,610 New
HCM
903
Hutner Capital Management
Vermont
$8.36M +$6.28K +23 +0.1%
ST
904
Smithfield Trust
Pennsylvania
$8.35M -$63.6K -233 -0.8%
PWM
905
Perigon Wealth Management
California
$8.34M +$232K +850 +3%
GMA
906
Glassy Mountain Advisors
Maryland
$8.27M -$221K -809 -3%
NC
907
NovaPoint Capital
Georgia
$8.25M -$203K -745 -2%
GIM
908
Goelzer Investment Management
Indiana
$8.24M -$371K -1,359 -4%
CAM
909
Cubic Asset Management
Massachusetts
$8.15M -$269K -985 -3%
GAMC
910
Garner Asset Management Corp
Texas
$8.14M +$1.13M +4,133 +16%
HTC
911
Haverford Trust Company
Pennsylvania
$8.13M -$165K -606 -2%
TCM
912
Twin Capital Management
Pennsylvania
$8.1M -$120K -441 -1%
LFAS
913
Level Four Advisory Services
Texas
$8.1M +$1.28M +4,698 +19%
LA
914
Lakeside Advisors
Washington
$8.09M +$34.1K +125 +0.4%
SAM
915
Synergy Asset Management
Washington
$8.09M -$3.3M -12,100 -29%
E
916
Ergoteles
New York
$8.09M +$3.28M +12,010 +68%
FIB
917
First Interstate Bank
Montana
$8.08M +$675K +2,473 +9%
CLOS
918
Compagnie Lombard Odier SCmA
Switzerland
$8.08M +$2.15M +7,860 +36%
TFA
919
Teamwork Financial Advisors
Texas
$8.07M +$739K +2,705 +10%
CPC
920
Congress Park Capital
New York
$8.04M -$154K -563 -2%
HAC
921
Harbor Advisory Corp
New Hampshire
$8.02M -$243K -889 -3%
BCM
922
Bridgeway Capital Management
Texas
$7.99M +$344K +1,260 +5%
KS
923
Karpas Strategies
Connecticut
$7.97M -$77.5K -284 -1%
MC
924
Moors & Cabot
Massachusetts
$7.97M +$83.8K +307 +1%
WSFS
925
Wilmington Savings Fund Society
Delaware
$7.91M -$122K -448 -2%
35 36
37
38 39