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 %
RWI
2201
Red Wave Investments
Pennsylvania
$1.05M -$16.7K -61 -2%
JVBC
2202
J.V. Bruni & Co
Colorado
$1.05M -$28.4K -104 -3%
BIA
2203
Biondo Investment Advisors
Pennsylvania
$1.04M -$19.1K -70 -2%
CA
2204
Claro Advisors
Massachusetts
$1.04M +$162K +595 +18%
BOM
2205
Bank of Marin
California
$1.04M – – –
PA
2206
Parkside Advisors
California
$1.04M – – –
LWMG
2207
Levy Wealth Management Group
Pennsylvania
$1.04M – – –
QPW
2208
Quantum Private Wealth
Florida
$1.04M – – –
ODG
2209
O'Dell Group
Ohio
$1.04M +$32.8K +120 +3%
EWA
2210
Encompass Wealth Advisors
Oregon
$1.04M +$60.1K +220 +6%
PWMG
2211
Prestige Wealth Management Group
New Jersey
$1.03M +$19.4K +71 +2%
HCM
2212
Howard Capital Management
Georgia
$1.03M +$695K +2,547 +206%
SSG
2213
Summit Securities Group
New York
$1.03M +$827K +3,031 +404%
SOAMC
2214
Spirit of America Management Corp
New York
$1.03M +$81.9K +300 +9%
BCP
2215
Blue Chip Partners
Michigan
$1.03M +$28.7K +105 +3%
SIA
2216
SkyView Investment Advisors
New Jersey
$1.02M +$14.5K +53 +1%
BMC
2217
Benin Management Corp
Connecticut
$1.02M +$109K +400 +12%
GSC
2218
G&S Capital
Colorado
$1.02M +$70.4K +258 +7%
JF
2219
Jump Financial
Illinois
$1.02M +$469K +1,719 +85%
PCM
2220
Prelude Capital Management
New York
$1.02M +$1.02M +3,728 New
AIL
2221
AGF Investments LLC
Ontario, Canada
$1.02M +$9.01K +33 +0.9%
SIM
2222
Sadoff Investment Management
Wisconsin
$1.02M -$117K -429 -10%
SHGA
2223
Sand Hill Global Advisors
California
$1.02M +$145K +531 +17%
RRCM
2224
Rappaport Reiches Capital Management
Illinois
$1.01M +$158K +577 +18%
CCM
2225
Crossvault Capital Management
Texas
$1.01M +$31.4K +115 +3%
87 88
89
90 91