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 %
LIM
1326
Leavell Investment Management
Alabama
$3.72M +$319K +1,169 +9%
FHA
1327
Flagship Harbor Advisors
Massachusetts
$3.71M +$113K +413 +3%
APW
1328
Aurora Private Wealth
New Jersey
$3.71M -$54.6K -200 -1%
WA
1329
Waverly Advisors
Alabama
$3.71M +$1.76M +6,430 +90%
BFO
1330
Biltmore Family Office
North Carolina
$3.71M +$185K +677 +5%
JFGIW
1331
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.7M -$10.9K -40 -0.3%
AA
1332
Apriem Advisors
California
$3.7M +$273K +1,000 +8%
FLPIM
1333
F.L. Putnam Investment Management
Massachusetts
$3.69M +$24.6K +90 +0.7%
B
1334
Brightworth
Georgia
$3.69M -$131K -481 -3%
AFG
1335
Allegheny Financial Group
Pennsylvania
$3.69M +$34.1K +125 +0.9%
RA
1336
Royce & Associates
New York
$3.69M -$819K -3,000 -18%
GTAM
1337
Global Trust Asset Management
Florida
$3.69M -$611K -2,237 -14%
IIA
1338
IPG Investment Advisors
California
$3.69M -$593K -2,169 -14%
BDWCC
1339
B&D White Capital Company
Texas
$3.67M +$1.74M +6,377 +90%
WAOI
1340
Wealth Advisors of Iowa
Iowa
$3.67M +$3.67M +7,616 +253,867%
HCA
1341
Horan Capital Advisors
Ohio
$3.66M -$45.6K -167 -1%
AWE
1342
Avidian Wealth Enterprises
Texas
$3.66M +$26.5K +97 +0.7%
AI
1343
Accredited Investors
Minnesota
$3.66M -$22.4K -82 -0.6%
CPA
1344
Cowen Prime Advisors
New York
$3.65M +$251K +920 +7%
RFWA
1345
RPg Family Wealth Advisory
Massachusetts
$3.65M +$62.8K +230 +2%
PWM
1346
PRW Wealth Management
Massachusetts
$3.65M +$8.19K +30 +0.2%
HW
1347
Hancock Whitney
Mississippi
$3.64M -$150K -550 -4%
ATPW
1348
Ashton Thomas Private Wealth
Arizona
$3.63M -$161K -590 -4%
ACA
1349
Atlas Capital Advisors
Wyoming
$3.63M +$1.08M +3,951 +42%
BA
1350
Birinyi Associates
Connecticut
$3.62M -$464K -1,700 -11%
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