BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,434 hedge funds and large institutions have $301B invested in Berkshire Hathaway Class B in 2022 Q1 according to their latest regulatory filings, with 196 funds opening new positions, 1,397 increasing their positions, 1,305 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,434
Holders Change
+42
Holders Change %
+1.24%
% of All Funds
54.34%
Holding in Top 10
649
Holding in Top 10 Change
+123
Holding in Top 10 Change %
+23.38%
% of All Funds
10.27%
New
196
Increased
1,397
Reduced
1,305
Closed
111
Calls
$6.71B
Puts
$5.23B
Net Calls
+$1.48B
Net Calls Change
+$541M

Top Buyers

1
FWM
Frontier Wealth Management
Missouri
+$6.55B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.4B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.19B
4
Goldman Sachs
Goldman Sachs
New York
+$647M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$486M

Top Sellers

1
CP
Castleview Partners
Texas
-$2.46B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.76B
3
WAOI
Wealth Advisors of Iowa
Iowa
-$1.05B
4
Barclays
Barclays
United Kingdom
-$982M
5
MGIA
Moneta Group Investment Advisors
Missouri
-$437M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
2151
RGT Wealth Advisors
Texas
$1.43M – – –
KA
2152
Kercheville Advisors
Texas
$1.43M +$104K +296 +8%
APWM
2153
Atlas Private Wealth Management
New York
$1.43M +$168K +477 +13%
PM
2154
Penbrook Management
New York
$1.43M +$222K +630 +18%
MAWCM
2155
Mine & Arao Wealth Creation & Management
California
$1.42M – – –
SSWM
2156
Sheets Smith Wealth Management
North Carolina
$1.42M +$27.2K +77 +2%
OHIS
2157
Oak Harvest Investment Services
Texas
$1.42M +$121K +344 +9%
GA
2158
Gateway Advisory
New Jersey
$1.41M +$1.15M +3,248 +429%
PWM
2159
PBMares Wealth Management
Virginia
$1.41M +$443K +1,255 +46%
CFA
2160
Capstone Financial Advisors
Illinois
$1.41M +$1.76K +5 +0.1%
SOW
2161
State of Wyoming
Wyoming
$1.41M -$55.1K -156 -4%
SFS
2162
Strategic Financial Services
New York
$1.41M +$152K +430 +12%
PG
2163
Proffitt & Goodson
Tennessee
$1.4M +$350K +992 +33%
SIM
2164
SSI Investment Management
California
$1.4M -$25.4K -72 -2%
ACM
2165
Armbruster Capital Management
New York
$1.4M +$8.82K +25 +0.6%
KCIA
2166
Kingsbury Capital Investment Advisors
Illinois
$1.4M +$1.4M +3,966 New
HP
2167
Holowesko Partners
Bahamas
$1.4M – – –
JGIA
2168
Jackson Grant Investment Advisers
Connecticut
$1.39M – – –
BMWM
2169
Brown Miller Wealth Management
Virginia
$1.39M +$131K +372 +10%
MCWS
2170
McKinley Carter Wealth Services
West Virginia
$1.39M +$427K +1,210 +44%
PRWA
2171
Platte River Wealth Advisors
Colorado
$1.39M +$106K +300 +8%
BFA
2172
Brown Financial Advisory
Alabama
$1.39M -$70.6K -200 -5%
JVBC
2173
J.V. Bruni & Co
Colorado
$1.39M -$44.8K -127 -3%
GIP
2174
Greatmark Investment Partners
Georgia
$1.39M +$2.47K +7 +0.2%
RFN
2175
RDA Financial Network
Iowa
$1.38M +$58.9K +167 +4%
85 86
87
88 89