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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 %
WPP
1126
Whalerock Point Partners
Rhode Island
$5.2M +$96.9K +355 +2%
GEM
1127
Global Endowment Management
North Carolina
$5.19M +$300K +1,100 +6%
LSPW
1128
Lake Street Private Wealth
Illinois
$5.19M +$432K +1,582 +9%
EIP
1129
Ellis Investment Partners
Pennsylvania
$5.19M -$9.83K -36 -0.2%
AWAG
1130
ARS Wealth Advisors Group
Florida
$5.19M +$756K +2,769 +17%
LWM
1131
Laidlaw Wealth Management
New York
$5.18M -$160K -585 -3%
SFFS
1132
Stonehage Fleming Financial Services
Jersey
$5.16M +$778K +2,849 +18%
FG
1133
Foster Group
Iowa
$5.16M +$92.3K +338 +2%
DLA
1134
Douglas Lane & Associates
New York
$5.15M +$263K +962 +5%
PK
1135
Pflug Koory
Nebraska
$5.13M +$223K +815 +5%
APP
1136
Avantax Planning Partners
Iowa
$5.12M +$168K +617 +3%
PAI
1137
Pittenger & Anderson Inc
Nebraska
$5.11M +$94.7K +347 +2%
RIA
1138
Realta Investment Advisors
Delaware
$5.11M +$101K +364 +2%
BP
1139
BBR Partners
New York
$5.11M -$43.7K -160 -0.8%
DA
1140
DCM Advisors
New York
$5.11M +$403K +1,476 +9%
MCM
1141
Mitchell Capital Management
Kansas
$5.1M +$1.28M +4,700 +34%
IIC
1142
Ironwood Investment Counsel
Arizona
$5.1M +$85.7K +314 +2%
TLP
1143
Trinity Legacy Partners
Texas
$5.09M -$89.4K -321 -2%
BFC
1144
Bedel Financial Consulting
Indiana
$5.07M +$8.46K +31 +0.2%
SWM
1145
Salvus Wealth Management
New Jersey
$5.07M -$478K -1,749 -9%
DWP
1146
Destiny Wealth Partners
Florida
$5.06M +$25.9K +95 +0.5%
FFA
1147
Fairfield Financial Advisors
Massachusetts
$5.06M +$90.4K +331 +2%
CIC
1148
Crawford Investment Counsel
Georgia
$5.06M +$155K +567 +3%
SLI
1149
Sumitomo Life Insurance
Japan
$5.04M +$98.8K +362 +2%
FA
1150
Fagan Associates
New York
$5.02M +$170K +623 +4%
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