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 %
VC
1751
Vicus Capital
Pennsylvania
$2.02M -$559K -2,049 -22%
BWM
1752
BCGM Wealth Management
Indiana
$2.02M +$2.71K +9 +0.1%
MCM
1753
Maryland Capital Management
Maryland
$2.02M -$15.6K -57 -0.8%
AWC
1754
Adamsbrown Wealth Consultants
Kansas
$2.02M +$19.7K +72 +1%
AA
1755
ALPS Advisors
Colorado
$2.01M +$2.01M +7,377 New
SIAG
1756
Signet Investment Advisory Group
Rhode Island
$2.01M +$11.5K +42 +0.6%
CA
1757
CoreCap Advisors
Michigan
$2.01M +$352K +1,291 +21%
DCM
1758
Dimension Capital Management
Florida
$2M -$497K -1,821 -20%
ACM
1759
Avalon Capital Management
California
$1.99M – – –
NB
1760
Nicolet Bankshares
Wisconsin
$1.99M +$40.7K +149 +2%
CWM
1761
Cahaba Wealth Management
Georgia
$1.99M – – –
FFA
1762
Founders Financial Alliance
North Carolina
$1.98M +$781K +2,859 +65%
TA
1763
Tectonic Advisors
Texas
$1.98M +$261K +955 +15%
NW
1764
Naviter Wealth
Arkansas
$1.98M +$1.77M +6,500 +877%
MSFP
1765
Mark Sheptoff Financial Planning
Connecticut
$1.98M – – –
FAG
1766
Financial Advisory Group
Texas
$1.98M -$27.3K -100 -1%
GIM
1767
Guardian Investment Management
California
$1.98M +$27.3K +100 +1%
WAG
1768
Winthrop Advisory Group
Massachusetts
$1.97M +$36.6K +134 +2%
BBNA
1769
Bremer Bank National Association
Minnesota
$1.95M -$6K -22 -0.3%
WPWM
1770
Western Pacific Wealth Management
Illinois
$1.95M +$218K +800 +13%
GC
1771
Gibson Capital
Pennsylvania
$1.95M – – –
BF
1772
Blankinship & Foster
California
$1.95M +$25.9K +95 +1%
S
1773
SimplyRich
California
$1.95M – – –
HBCM
1774
Heron Bay Capital Management
Michigan
$1.95M -$356K -1,305 -15%
I
1775
INVST
Indiana
$1.95M -$14.8K -50 -0.8%
69 70
71
72 73