BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,434 hedge funds and large institutions have $301B invested in Berkshire Hathaway Class B in 2022 Q1 according to their latest regulatory filings, with 196 funds opening new positions, 1,397 increasing their positions, 1,305 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,434
Holders Change
+42
Holders Change %
+1.24%
% of All Funds
54.34%
Holding in Top 10
649
Holding in Top 10 Change
+123
Holding in Top 10 Change %
+23.38%
% of All Funds
10.27%
New
196
Increased
1,397
Reduced
1,305
Closed
111
Calls
$6.71B
Puts
$5.23B
Net Calls
+$1.48B
Net Calls Change
+$541M

Top Buyers

1
FWM
Frontier Wealth Management
Missouri
+$6.55B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.4B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.19B
4
Goldman Sachs
Goldman Sachs
New York
+$647M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$486M

Top Sellers

1
CP
Castleview Partners
Texas
-$2.46B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.76B
3
WAOI
Wealth Advisors of Iowa
Iowa
-$1.05B
4
Barclays
Barclays
United Kingdom
-$982M
5
MGIA
Moneta Group Investment Advisors
Missouri
-$437M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1476
Cornerstone Wealth Management
Missouri
$3.92M +$24.7K +70 +0.6%
CFMC
1477
Curbstone Financial Management Corp
New Hampshire
$3.92M -$179K -506 -4%
Fiera Capital (Canada)
1478
Fiera Capital (Canada)
Quebec, Canada
$3.9M -$216K -612 -5%
LIM
1479
Lathrop Investment Management
Arkansas
$3.9M +$2.82K +8 +0.1%
NWM
1480
Northwest Wealth Management
Iowa
$3.9M +$20.8K +59 +0.5%
JIP
1481
Jaffetilchin Investment Partners
Florida
$3.89M +$244K +791 +7%
OCM
1482
Olstein Capital Management
New York
$3.88M -$5.65M -16,000 -59%
BM
1483
Bislett Management
California
$3.88M – – –
IAIM
1484
International Assets Investment Management
Florida
$3.88M +$344K +975 +10%
IEFM
1485
IQ EQ Fund Management
Ireland
$3.88M -$409K -1,158 -10%
DIA
1486
Dana Investment Advisors
Wisconsin
$3.87M -$10.6K -30 -0.3%
LA
1487
Legacy Advisors
Pennsylvania
$3.87M +$166K +469 +4%
TIA
1488
Tiemann Investment Advisors
California
$3.86M -$236K -668 -6%
SG
1489
StoneX Group
New York
$3.86M +$1.1M +3,113 +40%
DFA
1490
Delta Financial Advisors
Louisiana
$3.86M – – –
SAM
1491
Soditic Asset Management
United Kingdom
$3.85M – – –
WCM
1492
Whitener Capital Management
North Carolina
$3.85M +$947K +2,685 +33%
RPSA
1493
Richard P. Slaughter Associates
Texas
$3.83M -$347K -983 -8%
WPA
1494
Winning Points Advisors
Florida
$3.82M -$429K -1,216 -10%
LA
1495
Lynch & Associates
Indiana
$3.81M -$22.2K -63 -0.6%
HG
1496
Herbst Group
Connecticut
$3.8M -$95.3K -270 -2%
BIM
1497
Barton Investment Management
Pennsylvania
$3.8M – – –
SA
1498
SRH Advisors
Kansas
$3.8M +$141K +400 +4%
XSC
1499
X-Square Capital
Puerto Rico
$3.8M +$19.1K +54 +0.5%
ACS
1500
Archford Capital Strategies
Illinois
$3.8M +$720K +2,087 +23%
58 59
60
61 62