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 %
AFIA
1601
America First Investment Advisors
Nebraska
$2.54M – – –
CFS
1602
CRA Financial Services
New Jersey
$2.54M +$251K +921 +11%
HI
1603
Harbour Investments
Wisconsin
$2.53M +$2.53M +9,270 New
PA
1604
Procyon Advisors
Connecticut
$2.53M +$207K +758 +9%
MPCL
1605
My Personal CFO LLC
Washington
$2.52M +$19.7K +72 +0.8%
CAAS
1606
Capital Asset Advisory Services
Michigan
$2.52M +$29.5K +108 +1%
CGA
1607
Channing Global Advisors
Florida
$2.52M -$562K -2,057 -18%
EWM
1608
Evermay Wealth Management
Virginia
$2.52M +$3K +11 +0.1%
TSS
1609
Thomas Story & Son
Indiana
$2.52M -$30K -110 -1%
CC
1610
Centiva Capital
New York
$2.52M +$2.52M +9,231 New
HCC
1611
Hirtle Callaghan & Co
Pennsylvania
$2.51M +$181K +663 +8%
MCCP
1612
Mission Creek Capital Partners
California
$2.51M -$1.37K -5 -0.1%
PFG
1613
Peterson Financial Group
Iowa
$2.51M +$142K +521 +6%
TC
1614
Truvestments Capital
Florida
$2.51M +$147K +538 +6%
LFS
1615
Legacy Financial Strategies
Kansas
$2.5M -$45.9K -168 -2%
AMC
1616
Asset Management Corp
Illinois
$2.5M +$360K +1,320 +17%
LL
1617
LPWM LLC
Minnesota
$2.5M -$57.9K -206 -2%
CF
1618
Copperwynd Financial
Arizona
$2.5M +$1.78M +6,505 +246%
ST
1619
Sageworth Trust
Pennsylvania
$2.5M +$1.86M +6,822 +293%
CNC
1620
Canandaigua National Corp
New York
$2.49M +$396K +1,452 +19%
DA
1621
Dash Acquisitions
California
$2.49M – – –
PCMC
1622
Private Capital Management (Colorado)
Colorado
$2.49M – – –
MIH
1623
Meitav Investment House
Israel
$2.48M -$34.7K -127 -1%
WGAM
1624
Wilkinson Global Asset Management
New York
$2.48M +$361K +1,323 +17%
CHP
1625
Cable Hill Partners
Oregon
$2.48M +$308K +1,129 +14%
63 64
65
66 67