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 %
RW
1701
REDW Wealth
New Mexico
$2.19M +$2.73K +10 +0.1%
LC
1702
Longitude (Cayman)
Cayman Islands
$2.18M +$54.6K +200 +3%
WAM
1703
Weatherly Asset Management
California
$2.18M -$8.19K -30 -0.4%
DA
1704
DSC Advisors
Illinois
$2.17M -$419K -1,534 -16%
CCM
1705
Condor Capital Management
New Jersey
$2.17M +$3K +11 +0.1%
AW
1706
ACG Wealth
Georgia
$2.16M +$12K +44 +0.6%
WA
1707
Wealth Alliance
New York
$2.16M +$753K +2,757 +53%
CCM
1708
Cribstone Capital Management
Maine
$2.16M +$39K +143 +2%
KFP
1709
KMG Fiduciary Partners
Ohio
$2.16M +$577K +2,113 +37%
PNC
1710
Park National Corp
Ohio
$2.15M -$130K -477 -6%
GKFF
1711
George Kaiser Family Foundation
Oklahoma
$2.15M -$266K -975 -11%
IGWM
1712
ICA Group Wealth Management
Colorado
$2.15M +$240K +808 +13%
SAM
1713
Seelaus Asset Management
New Jersey
$2.15M +$412K +1,510 +24%
MGWM
1714
Marks Group Wealth Management
Minnesota
$2.14M -$35.8K -131 -2%
RHP
1715
Royal Harbor Partners
Texas
$2.14M +$812K +2,974 +61%
JF
1716
JSF Financial
California
$2.14M +$118K +431 +6%
AA
1717
Alesco Advisors
New York
$2.13M +$80.5K +295 +4%
MSA
1718
Marino Stram & Associates
Massachusetts
$2.12M +$106K +390 +5%
OC
1719
Oakworth Capital
Alabama
$2.12M – – –
TIAM2
1720
Tru Independence Asset Management 2
Oregon
$2.12M -$207K -760 -9%
FAT
1721
First American Trust
California
$2.11M -$12.6K -46 -0.6%
KA
1722
Klingman & Associates
New York
$2.11M -$21.6K -79 -1%
AWS
1723
AJ Wealth Strategies
New York
$2.1M -$39.3K -144 -2%
SXL
1724
Summit X LLC
Missouri
$2.1M -$20.7K -76 -1%
AIS
1725
American Investment Services
Massachusetts
$2.1M +$24K +88 +1%
67 68
69
70 71