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 %
LGA
2151
Lebenthal Global Advisors
New York
$1.12M -$388K -1,420 -26%
BWP
2152
BSW Wealth Partners
Colorado
$1.12M +$4.64K +17 +0.4%
FNWM
2153
Financial Network Wealth Management
Utah
$1.11M -$54.6K -200 -5%
KA
2154
Kercheville Advisors
Texas
$1.11M +$9.56K +35 +0.9%
AP
2155
Adero Partners
California
$1.11M +$92.4K +333 +9%
BMM
2156
Buffington Mohr McNeal
Idaho
$1.11M +$155K +567 +16%
LP
2157
LGL Partners
Pennsylvania
$1.11M – – –
JMF
2158
Johnson Midwest Financial
Iowa
$1.11M +$57.3K +210 +5%
SGI
2159
Summit Global Investments
Utah
$1.11M -$7.92K -29 -0.7%
WI
2160
Wedgewood Investors
Pennsylvania
$1.11M – – –
CFA
2161
Capstone Financial Advisors
Illinois
$1.11M +$18.3K +67 +2%
NI
2162
NFC Investments
Tennessee
$1.11M – – –
CIAS
2163
CFS Investment Advisory Services
New Jersey
$1.11M -$449M -1,645,100 -100%
SCA
2164
Sage Capital Advisors
South Dakota
$1.11M -$546 -2 -0%
MA
2165
MJP Associates
Connecticut
$1.1M +$50.2K +184 +5%
PM
2166
Penbrook Management
New York
$1.1M – – –
SCA
2167
Stonebridge Capital Advisors
Minnesota
$1.1M -$13.7K -50 -1%
WIA
2168
World Investment Advisors
California
$1.1M -$55.2K -187 -5%
SWM
2169
Sendero Wealth Management
Texas
$1.1M -$24.8K -90 -2%
SB
2170
Sunflower Bank
Texas
$1.1M -$89.3K -327 -8%
CIA
2171
Cladis Investment Advisory
Montana
$1.1M -$27.3K -100 -2%
TNAM
2172
Terra Nova Asset Management
New York
$1.09M +$831K +3,046 +318%
PWM
2173
PBMares Wealth Management
Virginia
$1.09M – – –
MLFP
2174
MPS Loria Financial Planners
Illinois
$1.09M -$287K -1,050 -21%
SFS
2175
Strategic Financial Services
New York
$1.09M – – –
85 86
87
88 89