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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 %
BA
1526
Ballast Advisors
Minnesota
$2.81M +$47.8K +175 +2%
BSA
1527
Bull Street Advisors
Georgia
$2.8M – – –
TFM
1528
TFC Financial Management
Massachusetts
$2.8M +$214K +785 +8%
PGWM
1529
Parisi Gray Wealth Management
New Jersey
$2.79M +$5.73K +21 +0.2%
MW
1530
MBL Wealth
North Carolina
$2.79M +$32.5K +119 +1%
LIA
1531
LBMC Investment Advisors
Tennessee
$2.78M -$45.9K -168 -2%
CW
1532
CreativeOne Wealth
Kansas
$2.78M +$856K +3,134 +44%
AAM
1533
Advisors Asset Management
Colorado
$2.78M +$28.1K +103 +1%
GWA
1534
GGM Wealth Advisors
Maryland
$2.76M – – –
UHC
1535
Union Heritage Capital
Michigan
$2.76M – – –
NAM
1536
NorthCrest Asset Manangement
Minnesota
$2.76M +$2.21M +8,081 +399%
CAG
1537
Csenge Advisory Group
Florida
$2.75M +$757K +2,773 +38%
TA
1538
TruWealth Advisors
Louisiana
$2.75M +$2.26M +8,294 +463%
GL
1539
Graypoint LLC
New York
$2.75M -$1.01M -3,701 -27%
RHDIC
1540
R.H. Dinel Investment Counsel
California
$2.74M – – –
ACM
1541
Ashford Capital Management
Delaware
$2.74M -$1.91K -7 -0.1%
CAWM
1542
Capital Advisors Wealth Management
Washington
$2.74M +$348K +1,273 +15%
BWM
1543
BerganKDV Wealth Management
Minnesota
$2.74M +$139K +510 +5%
LFM
1544
LGT Fund Management
Liechtenstein
$2.74M -$558K -2,045 -17%
TTWM
1545
TCV Trust & Wealth Management
Virginia
$2.74M -$60.6K -222 -2%
AFM
1546
Anson Funds Management
Texas
$2.73M +$2.73M +10,000 New
FWM
1547
Focused Wealth Management
New York
$2.73M +$26.8K +98 +1%
HAS
1548
HBW Advisory Services
California
$2.73M +$671K +2,457 +33%
HGCK
1549
HPC Germany & Co KG
Germany
$2.72M -$2.86M -10,473 -51%
DIA
1550
Dean Investment Associates
Ohio
$2.72M -$143K -522 -5%
60 61
62
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