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 %
FI
1026
Financial Insights
Washington
$6.35M -$88.5K -324 -1%
AIMC
1027
Alley Investment Management Company
Illinois
$6.29M -$1.64K -6 -0%
TFS
1028
Thoroughbred Financial Services
Tennessee
$6.29M +$34.7K +127 +0.6%
SA
1029
SAM Advisors
California
$6.27M -$706K -2,581 -10%
MOS
1030
MGO One Seven
Ohio
$6.24M -$159K -583 -2%
LSAG
1031
Lake Street Advisors Group
New Hampshire
$6.23M +$47.5K +174 +0.8%
CCA
1032
Checchi Capital Advisers
California
$6.22M -$4.75M -15,798 -43%
RDWM
1033
Red Door Wealth Management
Tennessee
$6.2M +$328K +1,203 +6%
FB
1034
Fulton Bank
Pennsylvania
$6.2M -$50.2K -184 -0.8%
LA
1035
LexAurum Advisors
Kansas
$6.19M +$64.4K +236 +1%
AUB
1036
Atlantic Union Bankshares
Virginia
$6.16M +$157K +576 +3%
FHA
1037
First Horizon Advisors
Tennessee
$6.14M +$183K +672 +3%
CI
1038
Cigna Investments
Connecticut
$6.13M -$2.45M -8,970 -29%
SIA
1039
SeaBridge Investment Advisors
New Jersey
$6.12M +$179K +656 +3%
MBTD
1040
Mechanics Bank - Trust Department
California
$6.12M +$69.6K +255 +1%
CWM
1041
Chronos Wealth Management
Florida
$6.08M +$117K +428 +2%
BCA
1042
Bay Colony Advisors
Massachusetts
$6.08M +$716K +2,382 +13%
CGL
1043
Clarius Group LLC
Washington
$6.07M +$247K +903 +4%
HBWM
1044
Hollow Brook Wealth Management
New York
$6.06M -$58.2K -213 -1%
TC
1045
TAGStone Capital
North Carolina
$6.02M -$12.3K -45 -0.2%
MIP
1046
Marietta Investment Partners
Wisconsin
$6.02M +$16.1K +59 +0.3%
IA
1047
IFG Advisory
Georgia
$6.01M -$888K -3,253 -13%
CL
1048
Choreo LLC
Illinois
$5.99M +$16.7K +61 +0.3%
ANTB
1049
AMG National Trust Bank
Colorado
$5.99M -$23.2K -80 -0.4%
EM
1050
Excalibur Management
Massachusetts
$5.98M -$213K -780 -3%
40 41
42
43 44