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 %
CWM
1676
C2C Wealth Management
Arizona
$2.28M – – –
TLCM
1677
Twin Lakes Capital Management
California
$2.28M – – –
LS
1678
Livforsakringsbolaget Skandia
Sweden
$2.26M -$1.28M -4,700 -36%
WPC
1679
Waters Parkerson & Co
Louisiana
$2.26M -$68.3K -250 -3%
FFC
1680
Fure Financial Corporation
Minnesota
$2.26M -$857K -3,139 -28%
AA
1681
Aufman Associates
Pennsylvania
$2.25M -$13.4K -49 -0.6%
FA
1682
FDx Advisors
Illinois
$2.23M +$2.04M +7,477 +1,067%
IIM
1683
InTrack Investment Management
Vermont
$2.23M -$23.5K -86 -1%
JHP
1684
James Hambro & Partners
United Kingdom
$2.23M -$83.1K -304 -4%
SIAP
1685
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.23M +$37.4K +137 +2%
LG
1686
LaFleur & Godfrey
Michigan
$2.23M -$2.73K -10 -0.1%
NA
1687
Nottingham Advisors
New York
$2.22M +$33.8K +124 +2%
GC
1688
Garde Capital
Washington
$2.22M -$18.3K -67 -0.8%
SCM
1689
SOL Capital Management
Maryland
$2.22M -$60.1K -220 -3%
WAOTB
1690
Wealth Advisors of Tampa Bay
Florida
$2.21M – – –
LAIC
1691
Lederer & Associates Investment Counsel
California
$2.21M -$16.4K -60 -0.7%
CTFG
1692
Capstone Triton Financial Group
Oklahoma
$2.21M +$22.1K +77 +1%
JBA
1693
Johnson Bixby & Associates
Washington
$2.2M +$104K +380 +5%
DBG
1694
De Burlo Group
Massachusetts
$2.2M -$21.2M -77,525 -91%
MSR
1695
Main Street Research
Connecticut
$2.2M -$20.7M -75,790 -90%
LRI
1696
Linden Rose Investment
Texas
$2.2M -$865K -3,168 -28%
ROTUOC
1697
Regents of the University of California
California
$2.2M – – –
BWP
1698
Baldwin Wealth Partners
Massachusetts
$2.19M -$54.6K -200 -2%
BZWA
1699
Blue Zone Wealth Advisors
California
$2.19M -$47K -172 -2%
IMOV
1700
Investment Management of Virginia
Virginia
$2.19M -$7.37K -27 -0.3%
66 67
68
69 70