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 %
LJAC
2001
L.J. Altfest & Co
New York
$1.39M +$12K +44 +0.9%
IC
2002
Intersect Capital
California
$1.39M -$1.15M -4,203 -45%
P
2003
&Partners
Tennessee
$1.39M +$17.7K +65 +1%
JFG
2004
JMG Financial Group
Illinois
$1.38M +$1.38M +5,066 New
AWA
2005
Artemis Wealth Advisors
New York
$1.38M -$6.83K -25 -0.5%
CAC
2006
Certified Advisory Corp
Florida
$1.38M +$197K +720 +17%
FEG
2007
Financial Enhancement Group
Indiana
$1.38M -$73.7K -270 -5%
EGM
2008
Engineers Gate Manager
New York
$1.38M -$54K -198 -4%
BST
2009
Bath Savings Trust
Maine
$1.37M -$19.6K -72 -1%
NAS
2010
Nicolet Advisory Services
Wisconsin
$1.37M -$187K -669 -12%
CM
2011
Crestline Management
Texas
$1.37M +$1.37M +5,000 New
MSA
2012
McAlister Sweet & Associates
Texas
$1.36M +$95K +348 +7%
TWM
2013
Thrive Wealth Management
Pennsylvania
$1.36M +$147K +540 +12%
PP
2014
Pegasus Partners
Wisconsin
$1.36M -$12K -44 -0.9%
M
2015
MOTCO
Texas
$1.36M – – –
GCP
2016
Gill Capital Partners
Colorado
$1.36M – – –
LFS
2017
Lutz Financial Services
Nebraska
$1.36M +$811K +2,971 +149%
AAM
2018
Ascension Asset Management
New York
$1.35M +$1.35M +4,959 New
CBB
2019
Citizens Business Bank
California
$1.35M +$145K +530 +12%
AIM
2020
ARGA Investment Management
Connecticut
$1.35M +$599K +2,195 +80%
BI
2021
Ballast Inc
Kentucky
$1.35M -$24.3K -89 -2%
GCM
2022
Galibier Capital Management
Ontario, Canada
$1.35M -$51.6K -189 -4%
HC
2023
Hamilton Capital
Ohio
$1.35M +$125K +458 +10%
BOTW
2024
Bank of the West
California
$1.34M -$14.2K -52 -1%
GCM
2025
G2 Capital Management
Ohio
$1.34M -$34.7K -127 -3%
79 80
81
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