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 %
WPC
1501
Wedmont Private Capital
Pennsylvania
$2.93M -$3.55K -13 -0.1%
SIA
1502
Soltis Investment Advisors
Utah
$2.92M +$465K +1,702 +19%
ICM
1503
Intrepid Capital Management
Florida
$2.92M -$855K -3,132 -23%
AWM
1504
Aevitas Wealth Management
Massachusetts
$2.91M +$2.11M +7,745 +265%
SG
1505
Stonnington Group
California
$2.91M -$2.5M -8,937 -46%
IMA
1506
Investment Management Associates
Colorado
$2.91M +$338K +1,124 +13%
CPA
1507
Cardiff Park Advisors
California
$2.91M +$92K +337 +3%
FCCM
1508
First City Capital Management
Georgia
$2.9M – – –
DI
1509
Diligent Investors
California
$2.9M +$41.8K +153 +1%
STAS
1510
Strong Tower Advisory Services
Minnesota
$2.9M +$75.6K +277 +3%
IP
1511
Intellectus Partners
California
$2.89M +$48.1K +176 +2%
RF
1512
Resolute Financial
Massachusetts
$2.89M +$226K +826 +8%
PHIC
1513
Pine Haven Investment Counsel
Massachusetts
$2.88M +$4.1K +15 +0.1%
CFO
1514
Capitol Family Office
Oregon
$2.88M +$41.8K +153 +1%
AC
1515
Apella Capital
Connecticut
$2.87M +$120K +438 +4%
DA
1516
Duality Advisers
Florida
$2.87M +$2.87M +10,498 New
PAM
1517
Paradigm Asset Management
New York
$2.84M +$710K +2,600 +33%
PAMG
1518
Patton Albertson Miller Group
Tennessee
$2.84M +$72.6K +266 +3%
GC
1519
Gould Capital
Washington
$2.84M -$13.6K -50 -0.5%
FSA
1520
Fort Sheridan Advisors
Illinois
$2.84M +$9.56K +35 +0.3%
BFPW
1521
BOK Financial Private Wealth
Colorado
$2.83M -$1.68M -6,170 -37%
HC
1522
Hourglass Capital
Texas
$2.83M – – –
SCG
1523
Sonata Capital Group
Washington
$2.83M – – –
FC
1524
Forte Capital
New York
$2.81M +$62.8K +230 +2%
BOPW
1525
Brandywine Oak Private Wealth
Pennsylvania
$2.81M -$74.3K -272 -3%
59 60
61
62 63