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 %
SWA
1201
Stratos Wealth Advisors
Ohio
$4.64M -$75.1K -275 -2%
LS
1202
Leelyn Smith
Illinois
$4.63M +$14.5K +53 +0.3%
GCM
1203
Glynn Capital Management
California
$4.61M – – –
HCMT
1204
Highland Capital Management (Tennessee)
Tennessee
$4.61M -$104K -380 -2%
KC
1205
Knuff & Co
California
$4.61M +$399K +1,460 +9%
NB
1206
NBT Bank
New York
$4.61M -$171K -626 -4%
NP
1207
NorthRock Partners
Minnesota
$4.61M -$16.7K -61 -0.4%
GRP
1208
Global Retirement Partners
California
$4.59M +$571K +2,091 +14%
RCA
1209
Resonant Capital Advisors
Wisconsin
$4.58M -$87.1K -319 -2%
TI
1210
Truepoint Inc
Ohio
$4.58M – – –
PFM
1211
Parsec Financial Management
North Carolina
$4.57M +$76.2K +279 +2%
HT
1212
Heritage Trust
Oklahoma
$4.57M -$206K -756 -4%
TMAM
1213
Tokio Marine Asset Management
Japan
$4.56M +$730K +2,675 +19%
PCM
1214
Pointe Capital Management
Michigan
$4.54M – – –
CGA
1215
Crescent Grove Advisors
Illinois
$4.52M +$449K +1,645 +11%
FIM
1216
Freedom Investment Management
Connecticut
$4.52M -$746K -2,732 -14%
FMC
1217
First Merchants Corp
Indiana
$4.5M +$30K +110 +0.7%
BNP Paribas Asset Management
1218
BNP Paribas Asset Management
France
$4.48M -$1.11M -4,049 -20%
WC
1219
Woodstock Corp
Massachusetts
$4.48M +$59.2K +217 +1%
CWA
1220
Clarity Wealth Advisors
California
$4.48M +$104K +380 +2%
FGP
1221
Foyston, Gordon, & Payne
Ontario, Canada
$4.46M – – –
CP
1222
CenterBook Partners
Connecticut
$4.45M +$4.03M +14,762 +955%
SCM
1223
Stonebridge Capital Management
California
$4.43M -$273K -1,000 -6%
GA
1224
Greytown Advisors
Florida
$4.43M -$38K -139 -0.9%
DCM
1225
Donaldson Capital Management
Indiana
$4.42M +$1.62M +5,932 +58%
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