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 %
CFO
1351
CVA Family Office
Colorado
$3.62M +$72.1K +264 +2%
GSWM
1352
Greenup Street Wealth Management
Michigan
$3.62M +$1.01M +3,706 +39%
GKWIM
1353
Gerber Kawasaki Wealth & Investment Management
California
$3.61M +$526K +1,927 +17%
VWA
1354
Visionary Wealth Advisors
Illinois
$3.61M +$32.2K +118 +0.9%
PIA
1355
Pinion Investment Advisors
Kansas
$3.61M -$78.4K -287 -2%
CA
1356
Carson Advisory
Georgia
$3.6M – – –
AG
1357
Ascent Group
Virginia
$3.6M +$397K +1,320 +12%
CC
1358
Claybrook Capital
Massachusetts
$3.59M – – –
HW
1359
Hedeker Wealth
Illinois
$3.59M -$467K -1,636 -12%
PIA
1360
Perennial Investment Advisors
California
$3.59M +$58.4K +214 +2%
SBIA
1361
Sheaff Brock Investment Advisors
Indiana
$3.58M -$369K -1,350 -9%
FNC
1362
First National Corp
Massachusetts
$3.58M -$16.9K -62 -0.5%
FBA
1363
Front Barnett Associates
Illinois
$3.58M – – –
EW
1364
Evoke Wealth
California
$3.58M -$85.7K -314 -2%
RMCM
1365
Reynders McVeigh Capital Management
Massachusetts
$3.58M -$275K -1,007 -7%
BFA
1366
Bragg Financial Advisors
North Carolina
$3.58M +$8.74K +32 +0.2%
DIA
1367
Dana Investment Advisors
Wisconsin
$3.57M +$576K +2,111 +19%
JC
1368
Jacobs & Co
California
$3.57M -$57.3K -210 -2%
IFWM
1369
Institute for Wealth Management
Colorado
$3.56M +$90.1K +330 +3%
GCM
1370
Gladius Capital Management
Illinois
$3.56M +$3.42M +12,520 +2,504%
KPW
1371
Kore Private Wealth
New York
$3.55M +$402K +1,472 +13%
SIG
1372
Sky Investment Group
Connecticut
$3.55M +$204K +749 +6%
BTWM
1373
Baker Tilly Wealth Management
Wisconsin
$3.54M +$118K +431 +3%
CAM
1374
Cozad Asset Management
Illinois
$3.54M – – –
NWM
1375
NEIRG Wealth Management
Massachusetts
$3.53M -$130K -475 -4%
53 54
55
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