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 %
CT
1276
Coastline Trust
Rhode Island
$4.08M -$202K -739 -5%
HFS
1277
Hantz Financial Services
Michigan
$4.06M -$880K -3,223 -18%
PTC
1278
Private Trust Company
Ohio
$4.06M -$862K -3,159 -18%
DS
1279
DRW Securities
Illinois
$4.05M +$4.05M +14,842 New
PAM
1280
Pegasus Asset Management
New York
$4.05M -$62.3K -228 -2%
PCP
1281
Proficio Capital Partners
Massachusetts
$4.04M +$10.6K +39 +0.3%
KOC
1282
Koss-Olinger Consulting
Florida
$4.03M -$392K -1,436 -9%
D
1283
Drystone
Virginia
$4.03M -$54.6K -200 -1%
ACM
1284
Alpha Capital Management
Texas
$4.01M +$1.62M +5,937 +68%
CCT
1285
Capital City Trust
Florida
$4M -$18.8K -69 -0.5%
BFC
1286
Blue Fin Capital
Rhode Island
$4M -$90.6K -332 -2%
CWC
1287
Carolinas Wealth Consulting
North Carolina
$4M -$26.5K -97 -0.7%
QCMNJ
1288
Quantum Capital Management (New Jersey)
New Jersey
$3.98M -$30.8K -113 -0.8%
PL
1289
Plancorp LLC
Missouri
$3.97M -$10.4K -38 -0.3%
HNW
1290
High Note Wealth
Minnesota
$3.97M +$398K +1,457 +11%
ZIM
1291
Zacks Investment Management
Illinois
$3.97M -$287K -1,051 -7%
YWP
1292
YorkBridge Wealth Partners
New York
$3.96M -$27K -99 -0.7%
CH
1293
Canton Hathaway
Rhode Island
$3.96M +$84.6K +310 +2%
BAS
1294
Brown Advisory Securities
Maryland
$3.95M -$1.5M -5,487 -28%
SS
1295
Simplicity Solutions
Minnesota
$3.94M +$549K +2,010 +16%
CNFG
1296
Creegan & Nassoura Financial Group
New Hampshire
$3.94M +$762K +2,790 +24%
ICM
1297
Ionic Capital Management
New York
$3.93M +$3.93M +14,400 New
WP
1298
WealthSource Partners
California
$3.93M -$545K -1,995 -12%
MC
1299
Martin & Co
Tennessee
$3.93M +$103K +376 +3%
CQS
1300
Credential Qtrade Securities
$3.93M -$637K -2,332 -14%
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