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 %
WAAG
1976
Wealth Alliance Advisory Group
Kansas
$1.44M +$121K +444 +9%
LWP
1977
Lumature Wealth Partners
Georgia
$1.44M -$103K -376 -7%
GFG
1978
Greystone Financial Group
Michigan
$1.44M +$1.44M +5,259 New
FCFC
1979
First Citizens Financial Corp
Iowa
$1.43M +$218K +800 +18%
HL
1980
HeadInvest LLC
Maine
$1.43M +$72.3K +265 +5%
CGPCS
1981
Capital Group Private Client Services
California
$1.43M -$315K -1,154 -18%
CAGAS
1982
Capital Advisory Group Advisory Services
Minnesota
$1.43M -$44.4K -142 -3%
SPC
1983
Stewart & Patten Company
California
$1.43M +$34.7K +127 +2%
EF
1984
Empowered Funds
Pennsylvania
$1.42M +$71K +260 +5%
AMBIA
1985
Allen Mooney & Barnes Investment Advisors
Georgia
$1.42M +$54.1K +198 +4%
UAS
1986
United Asset Strategies
New York
$1.42M -$10.4K -38 -0.7%
FWTB
1987
First Western Trust Bank
Colorado
$1.42M +$38K +139 +3%
CIA
1988
Compass Ion Advisors
Pennsylvania
$1.42M +$546 +2 +0%
SW
1989
SlateStone Wealth
Florida
$1.42M +$213K +779 +18%
MA
1990
Modus Advisors
Minnesota
$1.42M +$93.4K +342 +7%
NWMG
1991
National Wealth Management Group
Ohio
$1.42M +$49.1K +180 +4%
QC
1992
Quent Capital
New York
$1.42M -$118K -431 -8%
NFSG
1993
Newbridge Financial Services Group
Florida
$1.41M +$340K +1,246 +32%
WP
1994
WealthShield Partners
North Carolina
$1.41M -$9.01K -33 -0.6%
GHA
1995
GW Henssler & Associates
Georgia
$1.4M +$396K +1,450 +39%
CCM
1996
Conway Capital Management
California
$1.4M +$819 +3 +0.1%
NWA
1997
New World Advisors
Massachusetts
$1.4M +$313K +1,130 +29%
RIM
1998
Regent Investment Management
Kentucky
$1.4M – – –
SCM
1999
Schnieders Capital Management
California
$1.39M +$36.9K +135 +3%
SCA
2000
Sandy Cove Advisors
Massachusetts
$1.39M -$118K -433 -8%
78 79
80
81 82