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 %
MG
1001
Mather Group
Illinois
$6.79M +$2.28M +8,343 +50%
GAM
1002
Grandview Asset Management
Pennsylvania
$6.78M +$13.9K +51 +0.2%
OFG
1003
Oxford Financial Group
Indiana
$6.78M +$389K +1,426 +6%
BCPWM
1004
Bradley & Co Private Wealth Management
Florida
$6.77M -$61.7K -226 -0.9%
ONB
1005
Old National Bancorp
Indiana
$6.76M +$2.13M +7,795 +46%
HCM
1006
Highlander Capital Management
New Jersey
$6.76M -$13.7K -50 -0.2%
AAIM
1007
Asset Advisors Investment Management
Georgia
$6.75M -$276K -1,010 -4%
SC
1008
Sepio Capital
Utah
$6.68M -$2.62M -9,597 -28%
RWP
1009
RWA Wealth Partners
Massachusetts
$6.62M +$102K +372 +2%
MPM
1010
Meritage Portfolio Management
Kansas
$6.61M +$83.8K +307 +1%
PFO
1011
Pathstone Family Office
New Jersey
$6.59M -$38.3M -140,342 -85%
GWM
1012
Graybill Wealth Management
Illinois
$6.59M +$158K +579 +2%
VF
1013
Virtu Financial
New York
$6.59M +$6.59M +24,129 New
P
1014
Pitcairn
Pennsylvania
$6.54M -$256K -937 -4%
WHRC
1015
W.H. Reaves & Co
New Jersey
$6.54M -$1.08M -3,940 -14%
IAN
1016
Integrated Advisors Network
Texas
$6.53M +$709K +2,596 +12%
DBT
1017
Dubuque Bank & Trust
Iowa
$6.48M -$89.8K -329 -1%
OQS
1018
Occudo Quantitative Strategies
Florida
$6.48M +$6.48M +23,735 New
RA
1019
Riverstone Advisors
Texas
$6.46M +$5.19K +19 +0.1%
HI
1020
HBK Investments
Texas
$6.46M +$6.46M +23,658 New
MPI
1021
Mairs & Power Inc
Minnesota
$6.45M -$84.9K -311 -1%
CMP
1022
Coston McIsaac & Partners
Maine
$6.43M +$6.43M +23,550 New
RCM
1023
Regency Capital Management
Hawaii
$6.4M -$107K -391 -2%
ECM
1024
Evergreen Capital Management
Washington
$6.37M -$7.04M -25,796 -52%
BPM
1025
Bowling Portfolio Management
Ohio
$6.37M +$852K +3,122 +15%
39 40
41
42 43