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 %
SC
2026
SRB Corp
Massachusetts
$1.34M – – –
ER
2027
Enlightenment Research
Florida
$1.34M +$1.34M +4,900 New
CFS
2028
Cannon Financial Strategists
Georgia
$1.33M -$78.4K -287 -6%
RHBC
2029
R.H. Bluestein & Co
Michigan
$1.33M -$81.9K -300 -6%
NSB
2030
Norway Savings Bank
Maine
$1.33M +$40.4K +148 +3%
HBT
2031
Hills Bank & Trust
Iowa
$1.33M -$9.01K -33 -0.7%
HCMG
2032
Howard Capital Management Group
California
$1.33M – – –
WPW
2033
Warther Private Wealth
Ohio
$1.33M +$6.66K +24 +0.5%
LC
2034
LCNB Corp
Ohio
$1.33M +$20.8K +76 +2%
CPP
2035
Capasso Planning Partners
South Carolina
$1.32M +$21K +77 +2%
WE
2036
Wealth Effects
Massachusetts
$1.32M +$82.4K +302 +7%
AIM
2037
Alhambra Investment Management
Florida
$1.32M +$57.6K +211 +5%
Fuller & Thaler Asset Management
2038
Fuller & Thaler Asset Management
California
$1.32M -$792K -2,900 -38%
OIS
2039
Okabena Investment Services
Minnesota
$1.32M +$40.4K +148 +3%
CC
2040
Capital Counsel
New York
$1.32M – – –
JSW
2041
Journey Strategic Wealth
New Jersey
$1.31M -$171K -625 -12%
SCA
2042
Sippican Capital Advisors
Massachusetts
$1.31M -$2.73K -10 -0.2%
ACM
2043
Ativo Capital Management
Illinois
$1.31M -$6.28K -23 -0.5%
PFGIA
2044
Patriot Financial Group Insurance Agency
Massachusetts
$1.31M +$8.46K +31 +0.7%
TP
2045
Tranquility Partners
Tennessee
$1.3M +$57.3K +210 +5%
KFS
2046
Kurt F. Somerville
$1.3M -$20.5K -75 -2%
AFG
2047
Arkansas Financial Group
Arkansas
$1.3M – – –
CA
2048
Corrado Advisors
New Jersey
$1.29M +$777 +2 +0.1%
KWS
2049
Keystone Wealth Services
California
$1.28M -$49.4K -181 -4%
PSB
2050
Piscataqua Savings Bank
New Hampshire
$1.28M -$3.82K -14 -0.3%
80 81
82
83 84