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 %
BCV
926
Banque Cantonale Vaudoise
Switzerland
$7.91M -$1.81M -6,633 -19%
BS
927
Banco Santander
Spain
$7.87M -$7.2M -26,359 -48%
DDC
928
DF Dent & Co
Maryland
$7.81M -$60.6K -222 -0.8%
SIM
929
Stratos Investment Management
Ohio
$7.8M +$57.3K +210 +0.7%
FAIM
930
Financial Advocates Investment Management
Washington
$7.78M -$2.22M -8,135 -22%
WKWM
931
Walter & Keenan Wealth Management
Indiana
$7.77M -$25.7K -94 -0.3%
BCM
932
Brooktree Capital Management
Michigan
$7.75M -$37.9K -139 -0.5%
GIA
933
Gladstone Institutional Advisory
Florida
$7.75M +$1.64M +6,018 +27%
MSAM
934
Moloney Securities Asset Management
Missouri
$7.73M +$873K +3,198 +13%
OCPWS
935
One Charles Private Wealth Services
Massachusetts
$7.73M +$6.91M +24,894 +845%
MPW
936
Monterey Private Wealth
California
$7.7M +$249K +912 +3%
SC
937
Savant Capital
Illinois
$7.7M +$96.4K +353 +1%
MP
938
McDonald Partners
Ohio
$7.68M -$68.5K -251 -0.9%
NCM
939
Northside Capital Management
Oregon
$7.66M – – –
SFO
940
Stokes Family Office
Louisiana
$7.62M -$42.3K -155 -0.6%
VA
941
Valmark Advisers
Ohio
$7.59M +$2.37M +8,689 +45%
FC
942
FORA Capital
Florida
$7.59M +$7.59M +27,797 New
SB
943
Simmons Bank
Arkansas
$7.56M +$911K +3,335 +14%
MPAM
944
Murphy Pohlad Asset Management
Minnesota
$7.54M -$51.9K -190 -0.7%
QIM
945
Quantitative Investment Management
Virginia
$7.54M +$7.54M +27,630 New
AIM
946
Anchor Investment Management
South Carolina
$7.48M +$185K +676 +3%
BPCE
947
Bank Pictet & Cie (Europe)
Germany
$7.48M -$523K -1,915 -7%
PA
948
PFG Advisors
Arizona
$7.47M +$44K +161 +0.6%
BTI
949
Blue Trust Inc
Georgia
$7.43M +$7.43M +21,039 New
TFA
950
Trinity Financial Advisors
Ohio
$7.42M +$661K +2,421 +10%
36 37
38
39 40