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 %
CCG
1001
Cypress Capital Group
Florida
$8.44M +$2.4M +6,790 +40%
MPM
1002
Meritage Portfolio Management
Kansas
$8.44M +$91.4K +259 +1%
RWP
1003
RWA Wealth Partners
Massachusetts
$8.43M +$66.7K +189 +0.8%
RCM
1004
Regency Capital Management
Hawaii
$8.41M -$2.79M -7,896 -25%
RA
1005
Riverstone Advisors
Texas
$8.34M +$365K +1,034 +5%
FI
1006
Financial Insights
Washington
$8.33M -$120K -340 -1%
GWM
1007
Graybill Wealth Management
Illinois
$8.32M -$829K -2,348 -9%
MOS
1008
MGO One Seven
Ohio
$8.27M -$57.9K -164 -0.7%
OFG
1009
Oxford Financial Group
Indiana
$8.26M +$265K +750 +3%
SAM
1010
Strategy Asset Managers
California
$8.22M +$1.66M +4,691 +25%
AIMC
1011
Alley Investment Management Company
Illinois
$8.13M +$8.13M +23,040 New
PIMG
1012
Patriot Investment Management Group
Tennessee
$8.1M +$18K +51 +0.2%
TFS
1013
Thoroughbred Financial Services
Tennessee
$8.08M +$2.28M +6,459 +39%
EOJOAM
1014
E. Ohman J:or Asset Management
Sweden
$8.08M +$8.08M +22,900 New
FB
1015
Fulton Bank
Pennsylvania
$8.08M -$82.2K -233 -1%
GVAG
1016
Great Valley Advisor Group
Delaware
$8.02M +$1.42M +4,069 +22%
TPCW
1017
TD Private Client Wealth
New York
$8M -$799K -2,263 -9%
EM
1018
Excalibur Management
Massachusetts
$8M -$1.01M -2,876 -11%
LSAG
1019
Lake Street Advisors Group
New Hampshire
$7.99M +$34.6K +98 +0.4%
JIC
1020
Joel Isaacson & Co
New York
$7.97M +$102K +295 +1%
GP
1021
Geneva Partners
Wisconsin
$7.92M +$531K +1,504 +7%
LA
1022
LexAurum Advisors
Kansas
$7.91M +$769K +2,179 +11%
HBWM
1023
Hollow Brook Wealth Management
New York
$7.91M +$94.6K +268 +1%
GIA
1024
Gladstone Institutional Advisory
Florida
$7.89M +$3.1M +8,792 +65%
RWM
1025
Ritholtz Wealth Management
New York
$7.87M +$820K +2,324 +12%
39 40
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