BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,434 hedge funds and large institutions have $301B invested in Berkshire Hathaway Class B in 2022 Q1 according to their latest regulatory filings, with 196 funds opening new positions, 1,397 increasing their positions, 1,305 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,434
Holders Change
+42
Holders Change %
+1.24%
% of All Funds
54.34%
Holding in Top 10
649
Holding in Top 10 Change
+123
Holding in Top 10 Change %
+23.38%
% of All Funds
10.27%
New
196
Increased
1,397
Reduced
1,305
Closed
111
Calls
$6.71B
Puts
$5.23B
Net Calls
+$1.48B
Net Calls Change
+$541M

Top Buyers

1
FWM
Frontier Wealth Management
Missouri
+$6.55B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.4B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.19B
4
Goldman Sachs
Goldman Sachs
New York
+$647M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$486M

Top Sellers

1
CP
Castleview Partners
Texas
-$2.46B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.76B
3
WAOI
Wealth Advisors of Iowa
Iowa
-$1.05B
4
Barclays
Barclays
United Kingdom
-$982M
5
MGIA
Moneta Group Investment Advisors
Missouri
-$437M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFS
1851
Founders Financial Securities
Maryland
$2.25M +$46.9K +133 +2%
LP
1852
LMR Partners
United Kingdom
$2.25M +$2.25M +6,377 New
VC
1853
Vestor Capital
Illinois
$2.25M -$19.8K -56 -0.9%
Financial Engines Advisors
1854
Financial Engines Advisors
California
$2.25M -$956K -2,710 -30%
SAM
1855
Seelaus Asset Management
New Jersey
$2.24M – – –
WPWM
1856
Western Pacific Wealth Management
Illinois
$2.24M +$98.8K +280 +5%
RWA
1857
Redhawk Wealth Advisors
Minnesota
$2.23M +$314K +891 +16%
CWP
1858
Concord Wealth Partners
Virginia
$2.23M +$925K +2,620 +71%
TA
1859
Tectonic Advisors
Texas
$2.22M +$169K +480 +8%
IDA
1860
Intelligence Driven Advisers
California
$2.22M +$128K +370 +6%
LWM
1861
Lyell Wealth Management
California
$2.22M -$41.3K -117 -2%
EIA
1862
Eldridge Investment Advisors
New Hampshire
$2.22M – – –
CCM
1863
Consolidated Capital Management
California
$2.21M -$34.2K -97 -2%
LWM
1864
Ledge Wealth Management
Minnesota
$2.21M +$2.21M +6,258 New
RW
1865
Rede Wealth
Virginia
$2.2M +$219K +622 +11%
GWM
1866
Greenwich Wealth Management
Connecticut
$2.2M +$65.3K +185 +3%
SCM
1867
Sterneck Capital Management
Missouri
$2.19M +$2.12K +6 +0.1%
AAM
1868
Aureus Asset Management
Massachusetts
$2.19M +$6K +17 +0.3%
RFA
1869
Resurgent Financial Advisors
Georgia
$2.19M +$232K +658 +12%
TBWA
1870
Three Bridge Wealth Advisors
California
$2.19M +$2.19M +6,202 New
ACM
1871
Aquatic Capital Management
Illinois
$2.19M +$2.12M +6,000 +3,000%
SFG
1872
StrategIQ Financial Group
Indiana
$2.19M -$5.3K -15 -0.2%
GWAG
1873
Garrett Wealth Advisory Group
Texas
$2.18M -$37.1K -105 -2%
AIM
1874
Avity Investment Management
Connecticut
$2.18M +$22.2K +63 +1%
NB
1875
Northwest Bancshares
Pennsylvania
$2.17M – – –
73 74
75
76 77