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 %
HP
1726
Hikari Power
Japan
$2.09M +$76.4K +280 +4%
HHGA
1727
Halbert Hargrove Global Advisors
California
$2.09M +$34.7K +127 +2%
MW
1728
Marcum Wealth
Ohio
$2.09M +$102K +375 +5%
FCM
1729
Fourpath Capital Management
Oklahoma
$2.09M +$182K +665 +10%
ZIC
1730
ZWJ Investment Counsel
Georgia
$2.08M +$159K +582 +8%
VCM
1731
Versant Capital Management
Arizona
$2.08M +$817K +2,992 +65%
AIIMS
1732
Analyst IMS Investment Management Services
Israel
$2.07M -$33.3K -122 -2%
EGA
1733
E&G Advisors
Texas
$2.07M – – –
BWM
1734
Baystate Wealth Management
Massachusetts
$2.07M +$247K +905 +14%
CB
1735
Cadence Bank
Mississippi
$2.07M -$6.28K -23 -0.3%
FAM
1736
Formidable Asset Management
Ohio
$2.07M -$61.2K -222 -3%
HWMG
1737
Hurlow Wealth Management Group
Indiana
$2.07M -$16.7K -61 -0.8%
GA
1738
GoalVest Advisory
New York
$2.07M +$7.72K +28 +0.4%
CA
1739
Cortland Associates
Missouri
$2.06M -$130K -476 -6%
EAM
1740
Erste Asset Management
Austria
$2.06M -$1.28M -4,671 -38%
WW
1741
Westshore Wealth
California
$2.06M -$20.2K -74 -1%
IRAG
1742
Investment Research & Advisory Group
Georgia
$2.06M +$28.1K +103 +1%
XF
1743
XML Financial
Maryland
$2.05M -$5.68M -20,816 -73%
SIC
1744
Samalin Investment Counsel
New York
$2.05M +$80K +293 +4%
LWM
1745
Ledge Wealth Management
Minnesota
$2.05M +$345K +1,262 +20%
SFG
1746
SNS Financial Group
Minnesota
$2.03M +$20.2K +74 +1%
REMPR
1747
Roof Eidam Maycock Peralta (REMP)
California
$2.03M – – –
WFS
1748
Walker Financial Services
Kentucky
$2.03M +$54.6K +200 +3%
HCM
1749
Hodges Capital Management
Texas
$2.02M -$493K -1,804 -20%
IIM
1750
Intact Investment Management
Quebec, Canada
$2.02M – – –
68 69
70
71 72