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 %
FWM
1951
Fairhaven Wealth Management
Illinois
$1.53M -$62.5K -229 -4%
BEI
1952
Benjamin Edwards Inc
Missouri
$1.53M -$44K -161 -3%
IIL
1953
Insight Inv LLC
California
$1.52M +$92.8K +340 +6%
AR
1954
Advisory Research
Illinois
$1.52M -$1.37K -5 -0.1%
SW
1955
StrongBox Wealth
Missouri
$1.52M +$14.2K +52 +0.9%
EWM
1956
Executive Wealth Management
Michigan
$1.52M -$90.9K -333 -6%
WCAMG
1957
Woodard & Company Asset Management Group
North Carolina
$1.51M -$34.9K -128 -2%
PRC
1958
Pearl River Capital
Michigan
$1.51M +$925K +3,388 +159%
PIM
1959
Penobscot Investment Management
Massachusetts
$1.51M +$112K +410 +8%
AWP
1960
Abacus Wealth Partners
California
$1.5M -$144K -527 -9%
SCM
1961
Stevens Capital Management
Pennsylvania
$1.5M +$1.5M +5,496 New
GAM
1962
Gemmer Asset Management
California
$1.5M -$546 -2 -0%
HBW
1963
Hazlett, Burt & Watson
West Virginia
$1.5M – – –
BAM
1964
Baldrige Asset Management
Pennsylvania
$1.49M – – –
PPP
1965
Private Portfolio Partners
New Jersey
$1.48M +$283K +1,035 +24%
HFM
1966
Harvest Fund Management
China
$1.48M +$183K +669 +14%
HGERS
1967
Householder Group Estate & Retirement Specialist
Arizona
$1.48M +$86K +315 +6%
NGA
1968
Naples Global Advisors
Florida
$1.48M -$24.6K -90 -2%
DSN
1969
D. Scott Neal
Kentucky
$1.48M -$8.19K -30 -0.6%
EFI
1970
EHP Funds Inc
Canada
$1.47M -$164K -600 -10%
TWA
1971
Tillar-Wenstrup Advisors
Ohio
$1.47M -$58.4K -214 -4%
TCM
1972
Teza Capital Management
Illinois
$1.47M +$1.47M +5,372 New
FWA
1973
FSM Wealth Advisors
Ohio
$1.47M +$1.47M +5,012 New
G
1974
GenTrust
Florida
$1.46M – – –
GC
1975
GFG Capital
Florida
$1.46M +$183K +669 +14%
77 78
79
80 81