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 %
AC
976
Annandale Capital
Texas
$8.86M -$82.2K -233 -0.9%
JRP
977
Jasper Ridge Partners
California
$8.84M – – –
HWM
978
Heirloom Wealth Management
Colorado
$8.83M +$1.49M +4,816 +20%
BCPWM
979
Bradley & Co Private Wealth Management
Florida
$8.83M -$376K -1,065 -4%
AFA
980
Arlington Financial Advisors
California
$8.82M -$625K -1,770 -7%
FTC
981
Farmers Trust Company
Ohio
$8.81M -$209K -591 -2%
LFAS
982
Level Four Advisory Services
Texas
$8.81M +$245K +693 +3%
HSA
983
HBK Sorce Advisory
Pennsylvania
$8.81M -$929K -2,632 -10%
PA
984
Profund Advisors
Maryland
$8.79M -$127K -359 -1%
P
985
Pitcairn
Pennsylvania
$8.79M +$372K +1,054 +4%
HCM
986
Highlander Capital Management
New Jersey
$8.75M -$17.6K -50 -0.2%
GAM
987
Grandview Asset Management
Pennsylvania
$8.75M +$281K +797 +3%
TFA
988
Trinity Financial Advisors
Ohio
$8.74M +$444K +1,259 +5%
TF
989
Trek Financial
Arizona
$8.67M +$7.86M +22,280 +976%
PA
990
Perennial Advisors
New York
$8.63M +$167K +474 +2%
RCAG
991
Rehmann Capital Advisory Group
Michigan
$8.62M +$62.1K +176 +0.7%
ZF
992
Zhang Financial
Michigan
$8.61M +$113K +320 +1%
WIC
993
Woodmont Investment Counsel
Tennessee
$8.59M +$1.5M +4,254 +21%
SB
994
Simmons Bank
Arkansas
$8.59M +$2.08M +5,895 +32%
DGAM
995
Desjardins Global Asset Management
Quebec, Canada
$8.57M +$1.87M +5,303 +28%
NHC
996
Nicholas Hoffman & Company
Georgia
$8.55M +$711K +2,016 +9%
DWM
997
Destination Wealth Management
California
$8.51M -$1.31M -3,717 -13%
CC
998
Codex Capital
New York
$8.5M – – –
DBT
999
Dubuque Bank & Trust
Iowa
$8.5M -$539K -1,527 -6%
MPI
1000
Mairs & Power Inc
Minnesota
$8.45M +$78.4K +222 +0.9%
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40
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