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 %
LA
1476
Lynch & Associates
Indiana
$3.03M +$81.4K +298 +3%
BDF
1477
Balasa Dinverno & Foltz
$3.02M -$38K -139 -1%
LIM
1478
Lathrop Investment Management
Arkansas
$3.02M – – –
WCM
1479
Whitener Capital Management
North Carolina
$3.01M +$31.7K +116 +1%
5L
1480
55I LLC
Massachusetts
$3.01M -$702K -2,572 -19%
OCM
1481
Olstein Capital Management
New York
$3M – – –
BM
1482
Bislett Management
California
$3M – – –
WTB
1483
Washington Trust Bank
Washington
$2.99M -$69.6K -255 -2%
AFP
1484
Ausdal Financial Partners
Iowa
$2.98M +$342K +1,254 +13%
SAM
1485
Soditic Asset Management
United Kingdom
$2.98M – – –
EL
1486
ERN LLC
Delaware
$2.98M +$2.98M +10,915 New
HG
1487
Herbst Group
Connecticut
$2.98M -$13.9K -50 -0.5%
XSC
1488
X-Square Capital
Puerto Rico
$2.97M +$36K +132 +1%
TIA
1489
Tiemann Investment Advisors
California
$2.97M -$13.6K -50 -0.5%
DFA
1490
Delta Financial Advisors
Louisiana
$2.97M -$16.4K -60 -0.5%
MFG
1491
Magnus Financial Group
New York
$2.97M +$164K +600 +6%
DWM
1492
Drive Wealth Management
Utah
$2.97M +$212K +777 +8%
BWM
1493
BigSur Wealth Management
Florida
$2.97M -$81.9K -300 -3%
MA
1494
MONECO Advisors
Connecticut
$2.96M +$148K +543 +5%
LA
1495
Legacy Advisors
Pennsylvania
$2.96M -$36K -132 -1%
AC
1496
Avestar Capital
New York
$2.95M +$210K +768 +8%
BIM
1497
Barton Investment Management
Pennsylvania
$2.94M – – –
SA
1498
SRH Advisors
Kansas
$2.94M – – –
RPSA
1499
Richard P. Slaughter Associates
Texas
$2.94M -$23.2K -85 -0.8%
DWM
1500
Dorchester Wealth Management
Quebec, Canada
$2.93M +$651K +2,385 +29%
58 59
60
61 62