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 %
AAMU
1251
AEGON Asset Management (UK)
United Kingdom
$4.26M +$350K +1,283 +9%
GC
1252
Grimes & Company
Massachusetts
$4.26M -$12.3K -45 -0.3%
TIM
1253
Tevis Investment Management
Texas
$4.26M +$230K +844 +6%
1SB
1254
1ST Source Bank
Indiana
$4.25M -$51.6K -189 -1%
PFS
1255
Prospera Financial Services
Texas
$4.25M +$100K +368 +2%
PP
1256
Pacifica Partners
Canada
$4.24M +$166K +598 +4%
CCM
1257
Canal Capital Management
Virginia
$4.23M +$90.7K +332 +2%
QCG
1258
Quadrant Capital Group
Ohio
$4.2M +$13.9K +51 +0.3%
FPB
1259
First PREMIER Bank
South Dakota
$4.19M -$9.01K -33 -0.2%
CWM
1260
Circle Wealth Management
New Jersey
$4.19M – – –
KWA
1261
KCS Wealth Advisory
California
$4.19M +$48K +176 +1%
SWP
1262
Strategic Wealth Partners
Ohio
$4.19M -$44.8K -164 -1%
SA
1263
Strategic Advisors
New York
$4.18M -$73.7K -270 -2%
PMFA
1264
Plante Moran Financial Advisors
Michigan
$4.18M -$42K -154 -1%
HCP
1265
Holt Capital Partners
Texas
$4.16M -$205K -750 -5%
TWM
1266
Tradition Wealth Management
Minnesota
$4.16M +$564K +2,066 +16%
Hotchkis & Wiley Capital Management
1267
Hotchkis & Wiley Capital Management
California
$4.16M -$151M -551,999 -97%
WT
1268
Washington Trust
Rhode Island
$4.16M -$137K -502 -3%
CA
1269
Continuum Advisory
Idaho
$4.14M +$1.7M +6,220 +70%
RA
1270
RFG Advisory
Alabama
$4.14M +$530K +1,816 +15%
CFGS
1271
Concourse Financial Group Securities
Alabama
$4.13M -$106K -387 -2%
AF
1272
Advisornet Financial
Minnesota
$4.13M -$262K -960 -6%
CFM
1273
Capricorn Fund Managers
United Kingdom
$4.11M +$523K +1,915 +15%
CRC
1274
Curi RMB Capital
Illinois
$4.11M -$273 -1 -0%
4WM
1275
4J Wealth Management
Virginia
$4.11M +$70.2K +257 +2%
49 50
51
52 53