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 %
IIM
1676
InTrack Investment Management
Vermont
$2.91M -$334K -945 -10%
BWP
1677
Baldwin Wealth Partners
Massachusetts
$2.9M +$284K +805 +11%
PTCG
1678
Pring Turner Capital Group
California
$2.89M +$174K +494 +6%
BZWA
1679
Blue Zone Wealth Advisors
California
$2.89M -$2.12K -6 -0.1%
SAM
1680
Security Asset Management
New York
$2.89M -$34.2K -97 -1%
GC
1681
Garde Capital
Washington
$2.89M +$139K +393 +5%
CA
1682
Continuum Advisory
Idaho
$2.89M +$1.32M +4,083 +84%
LG
1683
LaFleur & Godfrey
Michigan
$2.88M +$22.9K +65 +0.8%
LAIC
1684
Lederer & Associates Investment Counsel
California
$2.87M -$26.1K -74 -0.9%
CIAS
1685
Capital Investment Advisory Services
North Carolina
$2.87M +$11.6K +33 +0.4%
WAOTB
1686
Wealth Advisors of Tampa Bay
Florida
$2.86M – – –
VIA
1687
Vickerman Investment Advisors
Washington
$2.86M +$135K +423 +5%
IMOV
1688
Investment Management of Virginia
Virginia
$2.84M +$93.2K +264 +3%
ROTUOC
1689
Regents of the University of California
California
$2.84M – – –
EWM
1690
Endurance Wealth Management
Rhode Island
$2.84M +$215K +610 +8%
WA
1691
Wambolt & Associates
Colorado
$2.84M +$1.25M +3,548 +79%
SIAP
1692
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.83M -$93.5K -265 -3%
CA
1693
Cortland Associates
Missouri
$2.83M – – –
OCM
1694
One Capital Management
California
$2.83M +$2.83M +8,032 New
NA
1695
Nottingham Advisors
New York
$2.83M – – –
WAM
1696
Weatherly Asset Management
California
$2.83M -$56.5K -160 -2%
RW
1697
REDW Wealth
New Mexico
$2.82M -$7.06K -20 -0.2%
AFA
1698
Abacus FCF Advisors
Florida
$2.82M -$927K -2,628 -25%
CWM
1699
C2C Wealth Management
Arizona
$2.82M -$70.8K -202 -2%
MGWM
1700
Marks Group Wealth Management
Minnesota
$2.81M +$165K +467 +6%
66 67
68
69 70