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 %
VDI
1851
Vaughan David Investments
Illinois
$1.75M -$55.1K -202 -3%
FWM
1852
Fingerlakes Wealth Management
New York
$1.75M -$52.1K -191 -3%
PCG
1853
Prosperity Consulting Group
Maryland
$1.75M -$28.4K -104 -2%
1WM
1854
1900 Wealth Management
Texas
$1.75M -$4.1K -15 -0.2%
RWA
1855
River Wealth Advisors
Pennsylvania
$1.74M +$438K +1,605 +34%
SCM
1856
Sterneck Capital Management
Missouri
$1.74M +$41.2K +151 +2%
TB
1857
Treynor Bancshares
Iowa
$1.74M +$128K +468 +8%
FCG
1858
Financial Connections Group
California
$1.74M -$47.8K -175 -3%
MCM
1859
Magnolia Capital Management
New York
$1.74M +$113K +415 +7%
DL
1860
DOHJ LLC
Washington
$1.73M -$81.1K -297 -4%
VCM
1861
Vivaldi Capital Management
Illinois
$1.73M +$114K +419 +7%
MSFS
1862
Main Street Financial Solutions
Pennsylvania
$1.73M -$43.7K -160 -2%
MFG
1863
MidWestOne Financial Group
Iowa
$1.72M +$289K +1,058 +20%
GFP
1864
Guardian Financial Partners
California
$1.72M +$7.1K +26 +0.4%
VC
1865
Vestor Capital
Illinois
$1.72M -$23.2K -85 -1%
WSC
1866
Wellington Shields & Co
New York
$1.72M +$44.8K +164 +3%
GWM
1867
Greenwich Wealth Management
Connecticut
$1.72M +$16.9K +62 +1%
GP
1868
Girard Partners
Pennsylvania
$1.71M -$188K -689 -10%
GAG
1869
Goodman Advisory Group
Massachusetts
$1.71M -$1.83M -6,712 -52%
BWM
1870
BCS Wealth Management
Tennessee
$1.71M +$223K +817 +15%
CWAG
1871
Compton Wealth Advisory Group
Virginia
$1.71M -$156K -570 -8%
SFG
1872
StrategIQ Financial Group
Indiana
$1.71M +$17.7K +65 +1%
TC
1873
Titleist Capital
Texas
$1.71M +$187K +686 +12%
AAM
1874
Aureus Asset Management
Massachusetts
$1.7M +$5.46K +20 +0.3%
TAM
1875
Townsend Asset Management
North Carolina
$1.7M +$84.7K +310 +5%
73 74
75
76 77