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 %
SRG
976
SBB Research Group
Illinois
$7.22M +$1.83M +6,710 +34%
RCAG
977
Rehmann Capital Advisory Group
Michigan
$7.11M +$437K +1,599 +7%
RGI
978
River Global Investors
United Kingdom
$7.1M -$618K -2,263 -8%
VHAM
979
Van Hulzen Asset Management
California
$7.09M +$1.51M +5,534 +27%
SFS
980
Searcy Financial Services
Kansas
$7.06M -$260K -951 -4%
SWA
981
SOA Wealth Advisors
New York
$7.04M +$273 +1 +0%
CT
982
Cambridge Trust
Massachusetts
$7.04M -$544K -1,992 -7%
AAM
983
Auxier Asset Management
Oregon
$6.97M -$15K -55 -0.2%
MA
984
Montag & Associates
Georgia
$6.96M -$102K -375 -1%
WWA
985
WCG Wealth Advisors
Nevada
$6.94M +$6.94M +25,432 New
HWM
986
HFR Wealth Management
New York
$6.93M +$70.4K +258 +1%
GC
987
Gratus Capital
Georgia
$6.93M -$1.1M -4,025 -14%
MFG
988
Merit Financial Group
Georgia
$6.93M +$2.97M +10,890 +75%
VIM
989
VELA Investment Management
Ohio
$6.93M +$1.11M +4,051 +19%
AC
990
Annandale Capital
Texas
$6.92M +$63.6K +233 +0.9%
TBA
991
Tower Bridge Advisors
Pennsylvania
$6.89M -$46.4K -170 -0.7%
RMAM
992
Raab & Moskowitz Asset Management
New Jersey
$6.88M +$13.9K +51 +0.2%
CI
993
CX Institutional
Indiana
$6.86M +$3.4M +12,469 +98%
ZF
994
Zhang Financial
Michigan
$6.86M +$195K +714 +3%
AFA
995
Arlington Financial Advisors
California
$6.85M +$20.5K +75 +0.3%
JRP
996
Jasper Ridge Partners
California
$6.84M – – –
DWM
997
Destination Wealth Management
California
$6.84M +$253K +928 +4%
FTC
998
Farmers Trust Company
Ohio
$6.83M +$6.55K +24 +0.1%
KWM
999
Kingsview Wealth Management
Oregon
$6.82M +$784K +2,871 +13%
CCG
1000
Cypress Capital Group
Florida
$6.81M +$284K +1,040 +4%
38 39
40
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