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 %
CSIA
1051
Carl Stuart Investment Advisor
Texas
$7.62M – – –
MYIA
1052
Mount Yale Investment Advisors
Colorado
$7.62M +$284K +806 +4%
GAI
1053
General American Investors
New York
$7.61M -$3.53M -10,000 -32%
RDWM
1054
Red Door Wealth Management
Tennessee
$7.59M +$531K +1,504 +8%
TWM
1055
Titus Wealth Management
California
$7.58M +$186K +527 +3%
IB
1056
Intrust Bank
Kansas
$7.56M +$184K +521 +2%
HCM
1057
Harvey Capital Management
Florida
$7.54M – – –
IAN
1058
Integrated Advisors Network
Texas
$7.53M +$998K +2,827 +15%
VIM
1059
VELA Investment Management
Ohio
$7.52M +$678K +1,921 +10%
TCA
1060
Transcend Capital Advisors
New Jersey
$7.52M +$186K +527 +3%
BP
1061
Ballentine Partners
Massachusetts
$7.51M +$14.8K +42 +0.2%
AF
1062
Arrow Financial
New York
$7.48M -$55.1K -156 -0.7%
WA
1063
WestEnd Advisors
North Carolina
$7.41M -$269K -899 Closed
TIA
1064
Traphagen Investment Advisors
New Jersey
$7.4M – – –
LSWM
1065
Lorne Steinberg Wealth Management
Canada
$7.39M -$133K -377 -2%
AI
1066
AXS Investments
New York
$7.37M -$7.9M -22,395 -52%
ANTB
1067
AMG National Trust Bank
Colorado
$7.35M -$1.06M -3,000 -13%
BFS
1068
Bickling Financial Services
Massachusetts
$7.34M -$12.4K -35 -0.2%
CHA
1069
Carmichael Hill & Associates
Maryland
$7.3M +$140K +397 +2%
MF
1070
Montis Financial
Massachusetts
$7.28M -$232K -658 -3%
RAM
1071
Redmond Asset Management
Virginia
$7.28M -$344K -974 -5%
OCAM
1072
Onex Canada Asset Management
Ontario, Canada
$7.27M -$332K -942 -4%
AAM
1073
AR Asset Management
California
$7.24M – – –
BNP Paribas Asset Management
1074
BNP Paribas Asset Management
France
$7.22M +$1.16M +3,296 +19%
BONH
1075
Bank of New Hampshire
New Hampshire
$7.22M -$10.6K -30 -0.1%
41 42
43
44 45