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 %
AWA
1901
AmeriServ Wealth Advisors
Pennsylvania
$2.1M +$1.73M +4,915 +470%
IF
1902
Intrua Financial
Texas
$2.1M +$77.6K +220 +4%
TW
1903
TrinityPoint Wealth
Connecticut
$2.1M +$22.6K +64 +1%
MCM
1904
Magnolia Capital Management
New York
$2.1M -$161K -455 -7%
EWS
1905
Evergreen Wealth Solutions
Pennsylvania
$2.1M -$33.9K -96 -2%
BFG
1906
Bouchey Financial Group
New York
$2.1M -$128K -362 -6%
GGS
1907
Galvin Gaustad & Stein
Arizona
$2.09M +$4.94K +14 +0.2%
TAM
1908
Townsend Asset Management
North Carolina
$2.09M – – –
MCM
1909
Monarch Capital Management
Indiana
$2.09M -$1.41K -4 -0.1%
MFS
1910
Madrona Financial Services
Washington
$2.09M – – –
I
1911
INVST
Indiana
$2.08M +$60.1K +192 +3%
TB
1912
Treynor Bancshares
Iowa
$2.08M -$21.2K -60 -1%
EWM
1913
Executive Wealth Management
Michigan
$2.08M +$260K +738 +14%
AAS
1914
Annex Advisory Services
Wisconsin
$2.07M +$26.5K +75 +1%
CIC
1915
Cutler Investment Counsel
Oregon
$2.07M +$1.15M +3,269 +127%
AWM
1916
Accurate Wealth Management
Florida
$2.06M +$1.2M +3,397 +139%
GWM
1917
GSB Wealth Management
Connecticut
$2.06M -$70.6K -200 -3%
HFG
1918
Heron Financial Group
New York
$2.06M – – –
PFC
1919
Phocas Financial Corp
California
$2.06M +$706K +2,000 +52%
FWM
1920
Fairhaven Wealth Management
Illinois
$2.06M -$1.06K -3 -0.1%
ZIG
1921
Zullo Investment Group
Pennsylvania
$2.05M +$263K +746 +15%
ANB
1922
Amarillo National Bank
Texas
$2.05M -$200K -568 -9%
EC
1923
Enhancing Capital
Pennsylvania
$2.05M – – –
SAM
1924
Steinberg Asset Management
New York
$2.04M -$3.18K -9 -0.2%
FMLI
1925
Fukoku Mutual Life Insurance
Japan
$2.04M -$241K -682 -11%
75 76
77
78 79