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 %
OFS
1301
Oldfather Financial Services
Nebraska
$3.91M -$77.2K -266 -2%
PCMN
1302
Paradigm Capital Management (Nevada)
Nevada
$3.9M -$21.3K -78 -0.5%
SNBOSD
1303
Security National Bank of So Dak
Iowa
$3.89M -$1.04M -3,818 -21%
PWS
1304
Peterson Wealth Services
Utah
$3.89M -$28.9K -106 -0.7%
TPWA
1305
TRUE Private Wealth Advisors
Oregon
$3.87M +$208K +761 +6%
AFA
1306
AllGen Financial Advisors
Florida
$3.87M +$325K +1,189 +9%
SVWAG
1307
Sound View Wealth Advisors Group
Georgia
$3.86M -$6.83K -25 -0.2%
HDIM
1308
Hanson & Doremus Investment Management
Vermont
$3.85M +$215K +786 +6%
PS
1309
Pensionfund Sabic
Netherlands
$3.85M -$382K -1,400 -9%
S
1310
Seeyond
France
$3.85M -$1.23M -4,495 -24%
CFFP
1311
Center for Financial Planning
Michigan
$3.85M – – –
SC
1312
Stephens Consulting
Michigan
$3.84M -$26.5K -97 -0.7%
SFS
1313
Stiles Financial Services
Minnesota
$3.84M +$64.4K +236 +2%
DI
1314
DAGCO Inc
Ohio
$3.84M -$22.9K -87 -0.6%
WDA
1315
Wendell David Associates
New Hampshire
$3.83M -$819 -3 -0%
GIP
1316
Granite Investment Partners
California
$3.77M -$2.73K -10 -0.1%
DAM
1317
Delta Asset Management
Tennessee
$3.77M – – –
MMA
1318
Miracle Mile Advisors
California
$3.76M +$98.8K +362 +3%
VAS
1319
Vestmark Advisory Solutions
Massachusetts
$3.76M +$1.5M +5,498 +66%
CFS
1320
Capital Financial Services
New York
$3.76M +$12.8K +47 +0.3%
TL
1321
Tradewinds LLC
North Carolina
$3.75M +$3.75M +13,717 New
WG
1322
Winton Group
United Kingdom
$3.74M +$687K +2,517 +22%
HWA
1323
Hillcrest Wealth Advisors
New Jersey
$3.74M – – –
SAM
1324
Security Asset Management
New York
$3.73M +$1.49M +5,465 +67%
LMKC
1325
L.M. Kohn & Company
Ohio
$3.72M +$7.65K +28 +0.2%
51 52
53
54 55