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 %
CCM
2226
Community Capital Management
Florida
$1.01M +$1.01M +3,700 New
ALAM
2227
Asahi Life Asset Management
Japan
$1.01M -$214K -785 -18%
PRWA
2228
Platte River Wealth Advisors
Colorado
$1.01M -$69.4K -254 -6%
BA
2229
Bard Associates
Illinois
$1.01M +$68.3K +250 +7%
FRA
2230
Front Row Advisors
California
$1.01M +$824K +3,018 +453%
RW
2231
RVW Wealth
California
$1M +$6.55K +24 +0.7%
MWM
2232
Mascoma Wealth Management
New Hampshire
$999K -$1.64K -6 -0.2%
AL
2233
ACAS LLC
California
$998K -$10.5K -35 -1%
SAF
2234
Smith Anglin Financial
Texas
$998K -$273 -1 -0%
TI
2235
Trigran Investments
Illinois
$997K – – –
BDF
2236
Black Diamond Financial
Maryland
$995K -$19.9K -73 -2%
LWP
2237
Laurel Wealth Planning
Minnesota
$993K -$68.2K -250 -6%
WB
2238
Webster Bank
Connecticut
$993K -$3.28K -12 -0.3%
AMG
2239
Advisors Management Group
Wisconsin
$992K +$18K +66 +2%
I2I
2240
Insight 2811 Inc
Illinois
$990K +$44.2K +162 +5%
LCM
2241
Logan Capital Management
Pennsylvania
$989K +$76.7K +281 +8%
KWM
2242
Keebeck Wealth Management
Illinois
$987K +$47.8K +175 +5%
VCM
2243
Virtue Capital Management
Tennessee
$985K -$181K -664 -16%
PG
2244
Proffitt & Goodson
Tennessee
$985K -$101K -368 -9%
HLOC
2245
H.L. Ormond & Company
North Carolina
$984K -$157K -575 -14%
PWA
2246
Physician Wealth Advisors
Utah
$984K +$19.5K +66 +2%
HCM
2247
Helios Capital Management
Singapore
$983K +$683K +2,500 +227%
EFM
2248
E Fund Management
China
$981K +$5.46K +20 +0.6%
SAM
2249
Sequent Asset Management
Texas
$980K – – –
HFA
2250
HC Financial Advisors
California
$979K +$6.82K +25 +0.7%
88 89
90
91 92