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 %
HCA
1376
Hyperion Capital Advisors
New York
$3.52M – – –
SP
1377
Symmetry Partners
Connecticut
$3.51M – – –
HIM
1378
Harbour Investment Management
Washington
$3.51M -$124K -455 -3%
WAM
1379
WNY Asset Management
New York
$3.51M -$81.6K -299 -2%
EVM
1380
Evelyn V. Moreno
$3.5M +$1.09M +4,004 +45%
Dodge & Cox
1381
Dodge & Cox
California
$3.5M – – –
UWM
1382
Udine Wealth Management
Florida
$3.5M +$656K +2,404 +23%
QI
1383
QV Investors
Alberta, Canada
$3.49M -$2.42M -8,875 -41%
CSC
1384
Cove Street Capital
California
$3.48M – – –
MCM
1385
Mengis Capital Management
Oregon
$3.48M +$54.2K +155 +2%
NW
1386
NewEdge Wealth
Pennsylvania
$3.47M +$2.29M +8,394 +194%
CWM
1387
Congress Wealth Management
Massachusetts
$3.47M -$283K -1,038 -8%
CT
1388
Chicago Trust
Illinois
$3.46M -$137K -503 -4%
RCWM
1389
Royal Capital Wealth Management
Indiana
$3.45M +$1.11M +4,077 +48%
PSF
1390
Pacific Sun Financial
California
$3.44M +$54.1K +198 +2%
BA
1391
Bellwether Advisors
Nebraska
$3.44M -$10.6K -39 -0.3%
KC
1392
Kingfisher Capital
North Carolina
$3.44M -$39.9K -146 -1%
JIP
1393
Jaffetilchin Investment Partners
Florida
$3.43M -$18K -66 -0.5%
HWA
1394
HCR Wealth Advisors
California
$3.43M – – –
NF
1395
Nvest Financial
New Hampshire
$3.43M -$93.1K -341 -3%
IWP
1396
Icon Wealth Partners
Texas
$3.43M -$196K -717 -5%
WOSD
1397
WFA of San Diego
California
$3.43M -$392K -1,436 -10%
MCA
1398
MSH Capital Advisors
Arizona
$3.42M +$349K +1,279 +11%
XI
1399
XXEC Inc
Oklahoma
$3.41M -$150K -550 -4%
DWT
1400
Dorsey & Whitney Trust
South Dakota
$3.4M +$87.7K +321 +3%
54 55
56
57 58