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 %
AWM
1601
Aberdeen Wealth Management
Illinois
$3.26M – – –
LFA
1602
Landmark Financial Advisors
Kentucky
$3.26M +$26.3K +78 +0.8%
ICM
1603
Islay Capital Management
Texas
$3.26M +$256K +726 +9%
EWM
1604
Evermay Wealth Management
Virginia
$3.26M +$194K +551 +6%
HCM
1605
Hodges Capital Management
Texas
$3.25M -$2.38M -6,750 -42%
MCCP
1606
Mission Creek Capital Partners
California
$3.25M – – –
MPCL
1607
My Personal CFO LLC
Washington
$3.24M -$188K -532 -5%
DCM
1608
Dimension Capital Management
Florida
$3.23M – – –
CAAS
1609
Capital Asset Advisory Services
Michigan
$3.22M +$13.8K +39 +0.4%
TCOO
1610
Trust Company of Oklahoma
Oklahoma
$3.22M -$3.22M -9,131 -50%
SMA
1611
Sage Mountain Advisors
Georgia
$3.22M -$2.34M -6,637 -42%
DA
1612
Dash Acquisitions
California
$3.22M – – –
FWP
1613
FAS Wealth Partners
Kansas
$3.21M +$124K +350 +4%
SW
1614
SteelPeak Wealth
California
$3.21M +$308K +873 +11%
SIA
1615
Soltis Investment Advisors
Utah
$3.18M -$669K -1,896 -17%
LHC
1616
Little House Capital
Massachusetts
$3.17M -$28.2K -80 -0.9%
EWM
1617
EPG Wealth Management
Georgia
$3.17M +$531K +1,504 +20%
BW
1618
Bison Wealth
Georgia
$3.17M +$36.3K +103 +1%
NCM
1619
Next Capital Management
New York
$3.17M +$22.2K +63 +0.7%
LL
1620
LPWM LLC
Minnesota
$3.15M -$66.2K -191 -2%
TSS
1621
Two Sigma Securities
New York
$3.15M +$1.43M +4,038 +82%
RWM
1622
RKL Wealth Management
Pennsylvania
$3.15M +$16.2K +46 +0.5%
OCM
1623
Orser Capital Management
Texas
$3.14M -$158K -447 -5%
GKFF
1624
George Kaiser Family Foundation
Oklahoma
$3.13M – – –
TC
1625
Trust Company
Kansas
$3.13M -$549K -1,555 -15%
63 64
65
66 67