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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 %
CAC
1801
Core Alternative Capital
Georgia
$1.89M +$1M +3,678 +113%
AO
1802
Allen Operations
New York
$1.89M – – –
BT
1803
Brandywine Trust
Delaware
$1.89M – – –
PCI
1804
Planning Center Inc
Illinois
$1.89M +$55.1K +200 +3%
LW
1805
Linscomb Wealth
Texas
$1.88M -$15K -55 -0.8%
AGP
1806
Autumn Glory Partners
Texas
$1.88M -$2.32M -8,497 -55%
SMC
1807
Smith, Moore & Co
Missouri
$1.88M -$185K -676 -9%
OCM
1808
Osterweis Capital Management
California
$1.88M -$31.4K -115 -2%
1WA
1809
180 Wealth Advisors
Washington
$1.87M +$189K +682 +11%
BAM
1810
Brave Asset Management
New Jersey
$1.87M – – –
SIC
1811
Schwartz Investment Counsel
Michigan
$1.87M – – –
EWM
1812
EPG Wealth Management
Georgia
$1.86M -$590K -2,161 -24%
CBA
1813
Coastal Bridge Advisors
Connecticut
$1.86M +$8.19K +30 +0.4%
CPO
1814
Cerity Partners OCIO
New York
$1.86M +$106K +387 +6%
PWP
1815
Pursue Wealth Partners
California
$1.86M – – –
MMHP
1816
Murphy Middleton Hinkle & Parker
Georgia
$1.86M -$57.3K -210 -3%
LPT
1817
Legacy Private Trust
Wisconsin
$1.85M – – –
FF
1818
FourThought Financial
Florida
$1.85M +$6.83K +25 +0.4%
LFA
1819
Laraway Financial Advisors
Minnesota
$1.85M -$65.5K -240 -3%
LWM
1820
Lyell Wealth Management
California
$1.85M +$130K +476 +8%
BFA
1821
Brendel Financial Advisors
New Hampshire
$1.84M -$464K -1,698 -20%
SS
1822
Sunbelt Securities
Texas
$1.84M +$52.4K +192 +3%
HIC
1823
Holderness Investments Company
North Carolina
$1.84M -$90.1K -330 -5%
KIA
1824
Kraematon Investment Advisors
Massachusetts
$1.84M +$46.1K +169 +3%
AAS
1825
Annex Advisory Services
Wisconsin
$1.83M +$229K +838 +14%
71 72
73
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