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 %
AF
1076
Arrow Financial
New York
$5.67M -$111K -405 -2%
CNBTD
1077
Citizens National Bank Trust Department
Mississippi
$5.67M +$1.17M +4,300 +26%
LCS
1078
Levin Capital Strategies
New York
$5.66M -$273K -1,000 -5%
BFS
1079
Bickling Financial Services
Massachusetts
$5.65M -$23.5K -86 -0.4%
PM
1080
Phraction Management
Connecticut
$5.65M +$887K +3,250 +19%
MF
1081
Montis Financial
Massachusetts
$5.63M – – –
TFS
1082
TrustCore Financial Services
Tennessee
$5.63M +$304K +1,113 +6%
SIA
1083
Schechter Investment Advisors
Michigan
$5.63M -$278K -1,019 -5%
ONSWM
1084
Old North State Wealth Management
North Carolina
$5.62M +$284K +1,039 +5%
MHS
1085
M Holdings Securities
Oregon
$5.62M +$370K +1,356 +7%
AAM
1086
AR Asset Management
California
$5.6M – – –
BFEC
1087
Benjamin F. Edwards & Company
Missouri
$5.58M +$450K +1,647 +9%
MIC
1088
Means Investment Company
Maine
$5.57M +$461K +1,690 +9%
RWM
1089
Ritholtz Wealth Management
New York
$5.56M -$524K -1,919 -9%
TC
1090
Telemus Capital
Michigan
$5.56M -$1.37M -5,007 -20%
OCAM
1091
Onex Canada Asset Management
Ontario, Canada
$5.55M -$73.2K -268 -1%
FSA
1092
Franklin Street Advisors
North Carolina
$5.54M -$499K -1,829 -8%
RAM
1093
Redmond Asset Management
Virginia
$5.52M -$113K -414 -2%
MIM
1094
Moseley Investment Management
Florida
$5.51M +$1M +3,671 +22%
JIM
1095
JCP Investment Management
Texas
$5.51M +$1.37M +5,033 +33%
MWM
1096
Marietta Wealth Management
Georgia
$5.51M +$338K +1,237 +7%
BSI
1097
Bennett Selby Investments
Maine
$5.51M -$48.6K -178 -0.9%
MHIC
1098
Marble Harbor Investment Counsel
Massachusetts
$5.5M +$96.9K +355 +2%
ACM
1099
AlphaCrest Capital Management
New York
$5.49M +$5.06M +18,546 +1,184%
JIC
1100
Joel Isaacson & Co
New York
$5.48M -$792K -2,900 -13%
42 43
44
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