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 %
PFS
1651
Physicians Financial Services
North Carolina
$2.37M +$75.1K +275 +3%
WA1
1652
Wimmer Associates 1
California
$2.36M +$64.2K +235 +3%
VW
1653
Vance Wealth
California
$2.35M -$6.82K -25 -0.3%
PWPS
1654
Pinnacle Wealth Planning Services
Ohio
$2.35M -$314K -1,151 -12%
SAMT
1655
Select Asset Management & Trust
Pennsylvania
$2.34M -$712K -2,608 -23%
CCA
1656
Childress Capital Advisors
Texas
$2.34M +$219K +802 +10%
DMBA
1657
Deseret Mutual Benefit Administrators
Utah
$2.34M +$42.1K +154 +2%
JSL
1658
JT Stratford LLC
Georgia
$2.33M +$7.92K +29 +0.3%
PC
1659
Prairiewood Capital
North Dakota
$2.32M +$5.46K +20 +0.2%
MIA
1660
MainStreet Investment Advisors
Illinois
$2.32M -$295K -1,082 -11%
PCS
1661
Personal CFO Solutions
New Jersey
$2.32M +$280K +1,025 +14%
DGAM
1662
Desjardins Global Asset Management
Quebec, Canada
$2.32M -$4.32M -15,812 -65%
FDS
1663
Freedom Day Solutions
Texas
$2.32M -$13.1K -48 -0.6%
CSB
1664
City State Bank
Iowa
$2.32M +$204K +746 +10%
SFA
1665
Semmax Financial Advisors
North Carolina
$2.31M -$161K -544 -7%
TNBTD
1666
Trustmark National Bank Trust Department
Mississippi
$2.3M -$807K -2,958 -26%
PFSC
1667
Peoples Financial Services Corp
Pennsylvania
$2.3M +$44.2K +162 +2%
MADR
1668
Milestones Administradora de Recursos
Brazil
$2.3M – – –
KFSC
1669
Keystone Financial Services (Colorado)
Colorado
$2.3M +$75.4K +258 +3%
VFA
1670
Voya Financial Advisors
Connecticut
$2.3M +$231K +846 +11%
AA
1671
Addison Advisors
Vermont
$2.3M -$12.6K -46 -0.5%
GWANC
1672
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.3M +$2.3M +8,405 New
CWMU
1673
Caliber Wealth Management (Utah)
Utah
$2.29M -$35.8K -131 -2%
JAG
1674
Journey Advisory Group
Kentucky
$2.29M +$2.96K +10 +0.1%
AMM
1675
American Money Management
California
$2.28M -$28.7K -105 -1%
65 66
67
68 69