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 %
UBG
2076
United Bank (Georgia)
Georgia
$1.24M -$76.4K -280 -6%
CC
2077
Courier Capital
New York
$1.24M – – –
WAS
2078
Wealth Advisory Solutions
Indiana
$1.24M -$141K -517 -10%
PP
2079
Prosperity Planning
Missouri
$1.24M – – –
FH
2080
FWG Holdings
Florida
$1.24M +$406K +1,487 +49%
Edgewood Management
2081
Edgewood Management
Connecticut
$1.24M – – –
KMWM
2082
Keudell/Morrison Wealth Management
Oregon
$1.24M -$1.09K -4 -0.1%
WH
2083
Willner & Heller
California
$1.23M -$16.4K -60 -1%
WCA
2084
Waypoint Capital Advisors
Minnesota
$1.23M -$31.4K -115 -2%
AFS
2085
Axiom Financial Strategies
Indiana
$1.23M -$2.19K -8 -0.2%
AA
2086
Advisory Alpha
Michigan
$1.23M +$298K +1,093 +32%
OAM
2087
Occidental Asset Management
California
$1.22M -$16.4K -60 -1%
FPWM
2088
FSB Premier Wealth Management
Iowa
$1.22M -$5.46K -20 -0.4%
RZH
2089
Relyea Zuckerberg Hanson
Connecticut
$1.22M -$56.3K -206 -4%
TFP
2090
Tilia Fiduciary Partners
North Carolina
$1.22M +$43K +155 +4%
VFPI
2091
Vantage Financial Partners (Illinois)
Illinois
$1.22M -$6.82K -25 -0.6%
BCM
2092
Bourgeon Capital Management
Connecticut
$1.22M +$81.9K +300 +7%
SA
2093
Shilanski & Associates
Alaska
$1.21M +$1.04M +3,818 +607%
GWM
2094
Gray Wealth Management
Maine
$1.21M +$155K +569 +15%
RHJA
2095
Rice Hall James & Associates
California
$1.21M – – –
PO
2096
Private Ocean
California
$1.21M -$26.5K -97 -2%
B
2097
Bensler
Washington
$1.2M -$35.8K -131 -3%
NAMM
2098
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.2M – – –
RP
2099
Riverwater Partners
Wisconsin
$1.2M +$653K +2,392 +119%
FNFDCM
2100
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.2M – – –
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84
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