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 %
RPWA
1576
Regent Peak Wealth Advisors
Georgia
$2.64M +$21K +77 +0.8%
PWA
1577
Phoenix Wealth Advisors
North Carolina
$2.64M -$19.7K -72 -0.7%
ATC
1578
Adirondack Trust Company
New York
$2.64M +$43.4K +159 +2%
KTC
1579
Kistler-Tiffany Companies
Pennsylvania
$2.64M +$108K +396 +4%
SC
1580
Searle & Co
Connecticut
$2.64M +$819K +3,000 +45%
WPA
1581
Winning Points Advisors
Florida
$2.63M -$314K -1,150 -11%
CPWMP
1582
Cardinal Point Wealth Management Partners
California
$2.63M – – –
RPC
1583
Rossmore Private Capital
Connecticut
$2.63M +$256K +940 +11%
LHC
1584
Little House Capital
Massachusetts
$2.63M +$173K +635 +7%
WA
1585
WealthTrust Axiom
Pennsylvania
$2.61M +$2.73K +10 +0.1%
LRPA
1586
L. Roy Papp & Associates
Arizona
$2.61M +$546 +2 +0%
ST
1587
Sabal Trust
Florida
$2.61M -$130K -477 -5%
LFA
1588
Landmark Financial Advisors
Kentucky
$2.61M -$34.7K -127 -1%
BIAS
1589
Beacon Investment Advisory Services
New Jersey
$2.6M -$485K -1,777 -16%
CCFCSB
1590
Cape Cod Five Cents Savings Bank
Massachusetts
$2.59M -$107K -393 -4%
TC
1591
TwinBeech Capital
New York
$2.59M -$448K -1,641 -15%
CWM
1592
Calamos Wealth Management
Illinois
$2.58M +$27.8K +102 +1%
LAS
1593
LWM Advisory Services
Florida
$2.58M +$426K +1,560 +20%
BWA
1594
BDO Wealth Advisors
Florida
$2.56M +$149K +545 +6%
TCOO
1595
Trust Company of Oklahoma
Oklahoma
$2.56M +$67.2K +246 +3%
BW
1596
Bison Wealth
Georgia
$2.56M +$106K +389 +4%
CWS
1597
Cypress Wealth Services
California
$2.55M -$85.2K -312 -3%
KWILP
1598
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.55M +$622K +2,280 +32%
V
1599
VeraBank
Texas
$2.55M -$53.2K -195 -2%
SMA
1600
Sage Mountain Advisors
Georgia
$2.54M +$53K +194 +2%
62 63
64
65 66