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 %
TSWM
1626
Tyler-Stone Wealth Management
Ohio
$2.48M -$253K -928 -9%
ICM
1627
Islay Capital Management
Texas
$2.47M -$54.6K -200 -2%
NERM
1628
New England Research & Management
Illinois
$2.46M +$165K +605 +7%
PFA
1629
Professional Financial Advisors
Nebraska
$2.46M -$193K -706 -7%
AWM
1630
Aberdeen Wealth Management
Illinois
$2.46M -$67.2K -246 -3%
NCM
1631
Next Capital Management
New York
$2.46M +$6.55K +24 +0.3%
AWA
1632
Aaron Wealth Advisors
Illinois
$2.45M -$432M -1,582,285 -99%
ADL
1633
Asset Dedication LLC
California
$2.45M +$109K +401 +5%
CIAS
1634
Capital Investment Advisory Services
North Carolina
$2.44M +$215K +786 +10%
DWA
1635
Dorsey Wright & Associates
California
$2.44M +$2.44M +8,917 New
OCM
1636
Orser Capital Management
Texas
$2.43M – – –
TC
1637
Trust Company
Kansas
$2.43M +$12.8K +47 +0.5%
PAG
1638
Private Advisory Group
Washington
$2.43M -$191K -698 -7%
CF
1639
Centaurus Financial
California
$2.43M -$110K -404 -4%
RWM
1640
RKL Wealth Management
Pennsylvania
$2.43M -$2.73K -10 -0.1%
HAI
1641
Hennessy Advisors Inc
California
$2.4M -$328K -1,200 -12%
AA
1642
Altman Advisors
Illinois
$2.39M +$1.26M +4,298 +110%
TCM
1643
Triumph Capital Management
Colorado
$2.39M +$1.74M +6,376 +268%
Cohen & Steers
1644
Cohen & Steers
New York
$2.39M +$218K +798 +10%
DRS
1645
Deane Retirement Strategies
Louisiana
$2.39M -$28.3K -102 -1%
EWM
1646
Endurance Wealth Management
Rhode Island
$2.38M +$187K +686 +9%
NAM
1647
NTV Asset Management
West Virginia
$2.38M +$300K +1,100 +14%
PTCG
1648
Pring Turner Capital Group
California
$2.38M +$137K +501 +6%
BLC
1649
Brown, Lisle/Cummings
Rhode Island
$2.37M +$88.7K +325 +4%
WA
1650
Wambolt & Associates
Colorado
$2.37M +$168K +615 +8%
64 65
66
67 68