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 %
ANB
1926
Amarillo National Bank
Texas
$1.58M – – –
EC
1927
Enhancing Capital
Pennsylvania
$1.58M -$1.09K -4 -0.1%
ZIG
1928
Zullo Investment Group
Pennsylvania
$1.58M -$5.46K -20 -0.3%
LOAMS
1929
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.58M +$1.58M +5,783 New
AWA
1930
AmeriServ Wealth Advisors
Pennsylvania
$1.58M -$50.2K -184 -3%
GGS
1931
Galvin Gaustad & Stein
Arizona
$1.58M -$43.7K -160 -3%
AIM
1932
Acropolis Investment Management
Missouri
$1.58M +$28.7K +105 +2%
FPFS
1933
First Personal Financial Services
North Carolina
$1.58M +$267K +979 +20%
WWM
1934
Windsor Wealth Management
Indiana
$1.57M -$1.19M -4,335 -43%
MWM
1935
Mattern Wealth Management
Kansas
$1.57M +$120K +440 +8%
TCM
1936
Tufton Capital Management
Maryland
$1.57M +$9.55K +35 +0.6%
EFSCE
1937
Enterprise Financial Services Corp (EFSC)
Missouri
$1.56M -$386K -1,416 -20%
PFG
1938
Pinnacle Financial Group
Illinois
$1.56M +$41K +150 +3%
TRIA
1939
Trail Ridge Investment Advisors
Colorado
$1.56M +$45.3K +166 +3%
FPGK
1940
Financial Partners Group (Kansas)
Kansas
$1.56M +$68.5K +251 +5%
TAM
1941
Tealwood Asset Management
Minnesota
$1.56M -$10.4K -38 -0.7%
BMCM
1942
Bryn Mawr Capital Management
Pennsylvania
$1.56M – – –
SAM
1943
Steinberg Asset Management
New York
$1.55M -$27.9K -102 -2%
IF
1944
Intrua Financial
Texas
$1.55M -$71K -260 -4%
CIC
1945
Cutler Investment Counsel
Oregon
$1.55M -$44.5K -163 -3%
CIP
1946
Convergence Investment Partners
Florida
$1.55M -$16.9K -62 -1%
SA
1947
SL Advisors
New Jersey
$1.54M +$1.64K +6 +0.1%
JAFL
1948
Jay A. Fishman Ltd
Michigan
$1.54M – – –
ARMT
1949
Amica Retiree Medical Trust
Rhode Island
$1.54M +$200K +733 +15%
DBRC
1950
D.B. Root & Company
Pennsylvania
$1.53M +$28.7K +105 +2%
76 77
78
79 80