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 %
TPCW
951
TD Private Client Wealth
New York
$7.4M +$1.2M +4,409 +19%
YL
952
YCG LLC
Texas
$7.39M – – –
B
953
Bailard
California
$7.39M -$279K -1,021 -4%
AI
954
Ariel Investments
Illinois
$7.39M +$174K +636 +2%
QCM
955
Quantinno Capital Management
New York
$7.39M +$1.35M +4,937 +22%
CAG
956
Curtis Advisory Group
California
$7.39M +$4.33M +15,846 +141%
TCM
957
Telos Capital Management
California
$7.39M -$144K -527 -2%
IWC
958
Integrated Wealth Concepts
Massachusetts
$7.38M -$39K -143 -0.5%
VWA
959
V Wealth Advisors
Kansas
$7.37M +$371K +1,359 +5%
TGAM
960
TBH Global Asset Management
Tennessee
$7.35M +$36.9K +135 +0.5%
CIM
961
Courant Investment Management
Tennessee
$7.34M – – –
LA
962
LFL Advisers
Illinois
$7.33M – – –
KIA
963
KCM Investment Advisors
California
$7.3M +$1.09K +4 +0%
SRC
964
Stone Run Capital
New York
$7.3M +$27.3K +100 +0.4%
BJL
965
Brighton Jones LLC
Washington
$7.3M -$1.6M -5,859 -18%
KFGK
966
Keystone Financial Group (Kentucky)
Kentucky
$7.3M -$142K -520 -2%
BIC
967
Beach Investment Counsel
Pennsylvania
$7.28M -$261K -955 -3%
WAS
968
Winch Advisory Services
Wisconsin
$7.27M -$294K -1,076 -4%
DIM
969
Delta Investment Management
California
$7.27M -$252K -924 -3%
PCM
970
Prana Capital Management
Connecticut
$7.26M +$7.26M +26,602 New
BCM
971
Buckhead Capital Management
Georgia
$7.26M +$184K +674 +3%
MGP
972
Metis Global Partners
California
$7.25M -$248K -909 -3%
CG
973
Caprock Group
Idaho
$7.24M -$114K -419 -2%
GFA
974
Gifford Fong Associates
California
$7.24M – – –
WIC
975
Woodmont Investment Counsel
Tennessee
$7.23M +$584K +2,139 +9%
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