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 %
VCM
2101
Vision Capital Management
Oregon
$1.19M – – –
FSG
2102
Financial Strategies Group
Michigan
$1.19M +$385K +1,409 +48%
MLA
2103
My Legacy Advisors
Oregon
$1.19M +$121K +434 +11%
NC
2104
Noked Capital
Israel
$1.19M -$154K -565 -11%
NI
2105
Noked Israel
Israel
$1.19M -$154K -565 -11%
IP
2106
Investment Partners
Ohio
$1.19M +$13.7K +50 +1%
TCOT
2107
Trust Company of Toledo
Ohio
$1.19M -$27.3K -100 -2%
VCM
2108
Vigilant Capital Management
Maine
$1.19M -$594K -2,175 -33%
HFS
2109
Heritage Financial Services
Massachusetts
$1.19M -$43.7K -160 -4%
GGHC
2110
Gilder Gagnon Howe & Co
New York
$1.19M -$228K -835 -16%
PPW
2111
Parcion Private Wealth
Washington
$1.19M -$110K -386 -8%
LJHT
2112
Laurie J. Hall Trustee
$1.19M -$13.6K -50 -1%
RMC
2113
Resources Management Corp
Connecticut
$1.18M -$57.3K -210 -5%
PGA
2114
Portland Global Advisors
Maine
$1.18M -$9.28K -34 -0.8%
LNWTC
2115
Laird Norton Wetherby Trust Company
Washington
$1.18M -$830K -3,041 -41%
IA
2116
Insight Advisors
Pennsylvania
$1.18M -$54.1K -187 -4%
CA
2117
CGN Advisors
Kansas
$1.18M +$119K +436 +11%
SIC
2118
SFE Investment Counsel
California
$1.17M -$57.3K -210 -5%
PT
2119
Plimoth Trust
Massachusetts
$1.17M -$90.9K -333 -7%
MCWS
2120
McKinley Carter Wealth Services
West Virginia
$1.17M +$86.5K +317 +8%
RFN
2121
RDA Financial Network
Iowa
$1.17M +$93.7K +343 +9%
KCM
2122
Kathmere Capital Management
Pennsylvania
$1.16M +$45.6K +167 +4%
MIC
2123
Meridian Investment Counsel
California
$1.16M +$112K +410 +11%
OCM
2124
Orleans Capital Management
Louisiana
$1.16M -$123K -450 -10%
DA
2125
Denali Advisors
California
$1.16M -$54.6K -200 -4%
83 84
85
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