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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 %
WA
1051
Wealth Architects
California
$5.95M -$56.2K -206 -0.9%
BC
1052
Blackhill Capital
New Jersey
$5.94M -$95.6K -350 -2%
HSA
1053
HBK Sorce Advisory
Pennsylvania
$5.94M -$876K -3,207 -13%
CCT
1054
Chemung Canal Trust
New York
$5.94M +$546 +2 +0%
PGAM
1055
Princeton Global Asset Management
New Jersey
$5.93M – – –
TG
1056
TCW Group
California
$5.93M +$16.9K +62 +0.3%
PWP
1057
Principle Wealth Partners
Connecticut
$5.91M +$819 +3 +0%
SAM
1058
Strategy Asset Managers
California
$5.91M -$454K -1,664 -7%
CL
1059
CPWM LLC
Washington
$5.9M -$1.94M -7,099 -25%
TWM
1060
Titus Wealth Management
California
$5.9M +$33K +121 +0.6%
FM
1061
Family Management
New York
$5.86M -$2.23M -8,154 -28%
BP
1062
Ballentine Partners
Massachusetts
$5.84M +$29.5K +108 +0.5%
BA
1063
Bristlecone Advisors
Washington
$5.81M +$427K +1,566 +8%
HCM
1064
Harvey Capital Management
Florida
$5.81M -$30K -110 -0.5%
TF
1065
Trek Financial
Arizona
$5.8M -$902K -3,303 -13%
SHWM
1066
Smith & Howard Wealth Management
Georgia
$5.8M -$231K -846 -4%
LSWM
1067
Lorne Steinberg Wealth Management
Canada
$5.79M +$70.2K +257 +1%
TCA
1068
Transcend Capital Advisors
New Jersey
$5.78M -$35.8K -131 -0.6%
IB
1069
Intrust Bank
Kansas
$5.77M -$74.8K -274 -1%
TIA
1070
Traphagen Investment Advisors
New Jersey
$5.73M – – –
FPAS
1071
Focus Partners Advisor Solutions
Missouri
$5.72M +$1.73M +6,328 +43%
VIA
1072
Vident Investment Advisory
Georgia
$5.71M +$734K +2,687 +15%
JSC
1073
Jackson Square Capital
California
$5.7M +$336K +1,230 +6%
HIC
1074
Hartline Investment Corp
Illinois
$5.69M -$4.87K -21 -0.1%
LIG
1075
Lokken Investment Group
Delaware
$5.68M +$2.82M +10,326 +99%
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