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 %
CP
1151
Clayton Partners
California
$5.02M -$12.6K -46 -0.2%
CAM
1152
Cypress Asset Management
Texas
$5.02M +$182K +666 +4%
SMG
1153
Spectrum Management Group
Indiana
$5.01M -$415K -1,520 -8%
KWA
1154
Kellett Wealth Advisors
Ohio
$5M +$776K +2,843 +18%
SAS
1155
Stelac Advisory Services
New York
$4.99M +$207K +759 +4%
WA
1156
WBH Advisory
Maryland
$4.99M -$15.9K -57 -0.3%
PWG
1157
Private Wealth Group
Florida
$4.99M +$190K +695 +4%
FMAEN1
1158
Fund Management at Engine No 1
California
$4.99M +$755K +2,764 +18%
VAM
1159
Vienna Asset Management
California
$4.98M +$4.94M +18,104 +15,213%
MWA
1160
Moser Wealth Advisors
Washington
$4.97M -$6.83K -25 -0.1%
GEA
1161
Glen Eagle Advisors
New Jersey
$4.97M +$857K +3,140 +21%
RCG
1162
Regatta Capital Group
California
$4.95M -$560K -2,051 -10%
ACM
1163
AlphaStar Capital Management
North Carolina
$4.93M -$607K -2,223 -11%
FPCP
1164
Fort Point Capital Partners
California
$4.92M +$29.2K +107 +0.6%
RWA
1165
Ropes Wealth Advisors
Massachusetts
$4.92M -$68.8K -252 -1%
PL
1166
Parkwood LLC
Ohio
$4.91M +$4.91M +18,000 New
WAP
1167
Wealthcare Advisory Partners
Pennsylvania
$4.9M +$1.27M +4,657 +35%
PBC
1168
Pavion Blue Capital
California
$4.9M -$17.2K -63 -0.3%
AF
1169
Aldebaran Financial
$4.89M +$53.4K +195 +1%
BAM
1170
Berkshire Asset Management
Pennsylvania
$4.89M +$25.7K +94 +0.5%
S
1171
swisspartners
Liechtenstein
$4.87M – – –
TIM
1172
Tortoise Investment Management
New York
$4.87M -$18.6K -68 -0.4%
CCM
1173
Corsair Capital Management
New York
$4.87M -$13.7K -50 -0.3%
AP
1174
Appleton Partners
Massachusetts
$4.84M +$825K +3,023 +21%
SACTSONJ
1175
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.83M – – –
45 46
47
48 49