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 %
EWA
1226
Evolution Wealth Advisors
Florida
$4.4M +$10.9K +40 +0.2%
CI Investments Inc
1227
CI Investments Inc
Ontario, Canada
$4.39M -$4.25M -15,576 -49%
BFA
1228
Benedict Financial Advisors
Georgia
$4.39M -$30.3K -111 -0.7%
BCM
1229
Beddow Capital Management
Wyoming
$4.39M -$8.19K -30 -0.2%
TPA
1230
Trivium Point Advisory
Connecticut
$4.38M +$11.2K +40 +0.3%
SFI
1231
Siemens Fonds Invest
Germany
$4.37M -$143K -523 -3%
BOH
1232
Bank of Hawaii
Hawaii
$4.37M -$38.5K -141 -0.9%
MCM
1233
McDonough Capital Management
Florida
$4.36M -$63.6K -233 -1%
TPW
1234
Tiller Private Wealth
Pennsylvania
$4.36M -$422K -1,547 -9%
WGCA
1235
Wolf Group Capital Advisors
Virginia
$4.35M -$153K -561 -3%
MMPW
1236
Mitchell McLeod Pugh & Williams
Alabama
$4.34M +$38.8K +142 +0.9%
OPA
1237
Old Port Advisors
Maine
$4.34M +$405K +1,469 +10%
CC
1238
Cipher Capital
New York
$4.33M +$4.33M +15,876 New
CSI
1239
Cross Staff Investments
New York
$4.33M -$7.65K -28 -0.2%
MIP
1240
Mondrian Investment Partners
United Kingdom
$4.33M – – –
FPS
1241
Fieldpoint Private Securities
Connecticut
$4.32M +$5.73K +21 +0.1%
PB
1242
Pinnacle Bancorp
Nebraska
$4.31M +$290K +1,061 +7%
SNBOSCI
1243
Security National Bank of Sioux City Iowa
Iowa
$4.31M -$382K -1,400 -8%
ARC
1244
Advisor Resource Council
Texas
$4.31M +$1.55M +5,670 +56%
SIMM
1245
Stillwater Investment Management (Minnesota)
Minnesota
$4.3M -$6.28K -23 -0.1%
ACP
1246
Aviance Capital Partners
Florida
$4.3M -$17.2K -63 -0.4%
III
1247
Independent Investors Inc
New York
$4.3M – – –
GFS
1248
GYL Financial Synergies
Connecticut
$4.3M +$1.13M +4,135 +36%
CCMG
1249
Clark Capital Management Group
Pennsylvania
$4.29M -$52.7K -193 -1%
GBWM
1250
Granite Bay Wealth Management
New Hampshire
$4.27M -$23.5K -86 -0.5%
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