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 %
BWM
1876
BCGM Wealth Management
Indiana
$2.17M +$186K +576 +9%
WSC
1877
Wellington Shields & Co
New York
$2.16M +$137K +388 +7%
OWA
1878
Octavia Wealth Advisors
Ohio
$2.16M -$110K -311 -5%
WC
1879
Winmill & Co
New York
$2.16M – – –
HI
1880
Hudock Inc
Pennsylvania
$2.15M -$25.8K -73 -1%
CA
1881
Calton & Associates
Florida
$2.15M +$591K +1,674 +38%
GCS
1882
Gordian Capital (Singapore)
Singapore
$2.15M -$54.5K -174 -2%
ESB
1883
Essex Savings Bank
Connecticut
$2.14M +$405K +1,147 +23%
CA
1884
CoreCap Advisors
Michigan
$2.14M -$119K -338 -5%
LRIA
1885
Leonard Rickey Investment Advisors
Washington
$2.14M +$72.3K +205 +4%
EDRIA
1886
Edmonds Duncan Registered Investment Advisors
Kansas
$2.13M -$35.3K -100 -2%
APG
1887
Abacus Planning Group
South Carolina
$2.13M – – –
HCM
1888
Hall Capital Management
Rhode Island
$2.13M +$94.9K +269 +5%
WCG
1889
Weaver Consulting Group
California
$2.13M +$109K +308 +5%
LWA
1890
Lineweaver Wealth Advisors
Ohio
$2.13M +$33.5K +95 +2%
AWP
1891
Abacus Wealth Partners
California
$2.13M -$3.53K -10 -0.2%
PTC
1892
Provident Trust Company
Wisconsin
$2.12M – – –
FCM
1893
Firestone Capital Management
Florida
$2.12M – – –
VCP
1894
Verus Capital Partners
Arizona
$2.12M +$2.12M +6,476 New
JWM
1895
Jupiter Wealth Management
Colorado
$2.12M – – –
EFI
1896
EHP Funds Inc
Canada
$2.12M +$2.12M +6,000 New
1WA
1897
180 Wealth Advisors
Washington
$2.12M +$21.6K +62 +1%
FA
1898
Fiducient Advisors
Illinois
$2.11M – – –
GCA
1899
Gradient Capital Advisors
California
$2.11M +$258K +732 +14%
GFP
1900
Guardian Financial Partners
California
$2.11M +$51K +152 +2%
74 75
76
77 78