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 %
MFS
1901
Madrona Financial Services
Washington
$1.65M -$273 -1 -0%
CWP
1902
Concord Wealth Partners
Virginia
$1.64M -$81.1K -297 -5%
PTC
1903
Provident Trust Company
Wisconsin
$1.64M – – –
TW
1904
TrinityPoint Wealth
Connecticut
$1.64M +$18.6K +68 +1%
FCM
1905
Firestone Capital Management
Florida
$1.64M – – –
HCM
1906
Hall Capital Management
Rhode Island
$1.64M -$10.9K -40 -0.7%
SEP
1907
Southland Equity Partners
Missouri
$1.64M +$295K +1,080 +22%
BCP
1908
Blackhawk Capital Partners
Wisconsin
$1.64M +$1.64M +5,988 New
SAS
1909
Sanford Advisory Services
Michigan
$1.63M +$116K +426 +8%
KP
1910
Keel Point
Alabama
$1.62M -$58.7K -199 -3%
LRIA
1911
Leonard Rickey Investment Advisors
Washington
$1.62M -$30.3K -111 -2%
EDRIA
1912
Edmonds Duncan Registered Investment Advisors
Kansas
$1.62M -$27.3K -100 -2%
HAIM
1913
Hunter Associates Investment Management
Pennsylvania
$1.62M +$1.23M +4,494 +311%
BFG
1914
Bouchey Financial Group
New York
$1.62M – – –
GCA
1915
Gradient Capital Advisors
California
$1.62M -$14.5K -53 -0.9%
PFC
1916
Phocas Financial Corp
California
$1.61M +$23.2K +85 +1%
MCM
1917
Monarch Capital Management
Indiana
$1.61M -$3.55K -13 -0.2%
AIP
1918
Almanack Investment Partners
Pennsylvania
$1.61M +$95.8K +351 +6%
TPW
1919
Transatlantique Private Wealth
New York
$1.6M +$1.6M +5,867 New
RWA
1920
Redhawk Wealth Advisors
Minnesota
$1.6M -$130K -476 -8%
EWS
1921
Evergreen Wealth Solutions
Pennsylvania
$1.6M -$23.8K -87 -1%
CFG
1922
CMC Financial Group
Georgia
$1.6M – – –
SRAM
1923
Spouting Rock Asset Management
Pennsylvania
$1.6M +$1.6M +5,851 New
HFG
1924
Heron Financial Group
New York
$1.59M – – –
GWM
1925
GSB Wealth Management
Connecticut
$1.59M -$4.1K -15 -0.3%
75 76
77
78 79