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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 %
APWM
2051
Atlas Private Wealth Management
New York
$1.28M +$180K +659 +16%
BB
2052
Bell Bank
North Dakota
$1.28M +$297K +1,089 +30%
KAM
2053
Knightsbridge Asset Management
California
$1.28M +$747K +2,737 +139%
WMP
2054
Wealth Management Partners
Arizona
$1.28M – – –
RIS
2055
Retirement Income Solutions
Michigan
$1.28M +$7.92K +29 +0.6%
DSA
2056
Droms Strauss Advisors
Missouri
$1.28M +$1.28M +4,688 New
AP
2057
Atwood & Palmer
Missouri
$1.28M -$68.2K -250 -5%
WHC
2058
Wulff, Hansen & Co
California
$1.28M -$9.56K -35 -0.7%
FFG
2059
Ford Financial Group
California
$1.27M +$54.6K +200 +4%
FC
2060
Family CFO
California
$1.27M +$391K +1,431 +44%
LCM
2061
LVM Capital Management
Michigan
$1.27M – – –
PCM
2062
Pennsylvania Capital Management
Pennsylvania
$1.27M +$299K +1,094 +31%
AFS
2063
Aft Forsyth & Sober
Florida
$1.27M -$68.3K -250 -5%
PNAA
2064
Pictet North America Advisors
Switzerland
$1.27M – – –
HRC
2065
Hoertkorn Richard Charles
$1.26M -$1.36K -5 -0.1%
AFC
2066
AFT Forsyth & Company
Florida
$1.26M +$4.1K +15 +0.3%
CPA
2067
Capital Planning Advisors
California
$1.26M -$150K -549 -11%
APC
2068
Asset Planning Corporation
Tennessee
$1.26M +$228K +834 +22%
FMN
2069
Financial Management Network
California
$1.26M +$1.26M +4,544 New
BA
2070
Bluesphere Advisors
Pennsylvania
$1.26M +$668K +2,446 +113%
PG
2071
Pendal Group
Australia
$1.26M -$1.41M -5,147 -53%
AIC
2072
Archer Investment Corporation
Indiana
$1.25M +$646K +2,367 +106%
MMG
2073
Monetary Management Group
Missouri
$1.25M -$13.7K -50 -1%
Jacobs Levy Equity Management
2074
Jacobs Levy Equity Management
New Jersey
$1.25M -$2.51M -9,206 -67%
SF
2075
Symphony Financial
Texas
$1.25M +$351K +1,284 +39%
81 82
83
84 85