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 %
ACA
2251
Aspire Capital Advisors
Washington
$978K – – –
LWP
2252
Legacy Wealth Planning
Nevada
$976K -$8.74K -32 -0.9%
FPCG
2253
Fort Pitt Capital Group
Pennsylvania
$975K -$23.7K -87 -2%
FFBTD
2254
First Financial Bank - Trust Division
Ohio
$975K -$819 -3 -0.1%
FNB
2255
Farmers National Bank
Kentucky
$975K +$116K +426 +14%
CWM
2256
Curi Wealth Management
North Carolina
$972K +$316K +1,158 +48%
PPWM
2257
Paragon Private Wealth Management
Kentucky
$970K – – –
FWP
2258
Firethorn Wealth Partners
Georgia
$970K +$19.5K +66 +2%
EFG
2259
Everhart Financial Group
Ohio
$969K -$69K -253 -7%
MA
2260
MKT Advisors
California
$969K -$18.1K -65 -2%
AT
2261
Arden Trust
Delaware
$968K -$25.1K -92 -3%
KCM
2262
Karp Capital Management
California
$966K -$33.8K -124 -3%
AW
2263
Avion Wealth
Texas
$966K +$219K +801 +29%
SFP
2264
Shepherd Financial Partners
Massachusetts
$966K +$423K +1,550 +78%
SAM
2265
S.A. Mason
Michigan
$961K – – –
B
2266
Bridgeworth
Alabama
$961K +$4.91K +18 +0.5%
SDWMA
2267
Schneider Downs Wealth Management Advisors
Pennsylvania
$960K +$81.6K +299 +9%
TI
2268
Trexquant Investment
Connecticut
$960K +$960K +3,517 New
KLWA
2269
Kelly Lawrence W & Associates
California
$959K +$516K +1,890 +117%
OFS
2270
OneAscent Financial Services
Alabama
$959K +$959K +3,514 New
MPCG
2271
Matrix Private Capital Group
New York
$957K +$19.7K +72 +2%
DAM
2272
Deltec Asset Management
New York
$956K +$956K +3,500 New
CFP
2273
Cypress Financial Planning
New Jersey
$955K +$955K +3,498 New
AWM
2274
AllSquare Wealth Management
New York
$954K – – –
AWM
2275
Angeles Wealth Management
California
$953K -$45.3K -166 -5%
89 90
91
92 93