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 %
FNBOSM
2276
First National Bank of South Miami
Florida
$952K – – –
TCWM
2277
Total Clarity Wealth Management
Illinois
$950K -$61.5K -225 -6%
TWM
2278
TriaGen Wealth Management
California
$949K +$2.18K +8 +0.2%
SMI
2279
Shelter Mutual Insurance
Missouri
$948K – – –
GA
2280
Greenspring Advisors
Maryland
$947K – – –
SWA
2281
Sax Wealth Advisors
New Jersey
$947K +$270K +990 +40%
CFO
2282
Colony Family Offices
North Carolina
$944K +$944K +3,456 New
SWM
2283
Silverlake Wealth Management
Vermont
$942K +$171K +625 +22%
JWM
2284
Jackson Wealth Management
Florida
$941K +$682K +2,496 +263%
GBT
2285
Grove Bank & Trust
Florida
$938K -$16.1K -59 -2%
FEM
2286
Fulcrum Equity Management
Texas
$938K – – –
GPFA
2287
Game Plan Financial Advisors
Ohio
$937K -$9.5K -35 -1%
AIM
2288
Athena Investment Management
California
$935K +$206K +755 +28%
LK
2289
Lumbard & Kellner
New Hampshire
$933K – – –
JMFC
2290
J.M. Forbes & Co
Massachusetts
$933K +$2.73K +10 +0.3%
TCM
2291
Tandem Capital Management
New Jersey
$933K +$24K +88 +3%
LODC
2292
Lanham O'Dell & Company
West Virginia
$932K -$36.5M -133,832 -98%
FCM
2293
Fortis Capital Management
Washington
$931K -$28.4K -104 -3%
AF
2294
Apexium Financial
Texas
$929K – – –
TFA
2295
Triad Financial Advisors
North Carolina
$929K +$1.09K +4 +0.1%
SIC
2296
Sigma Investment Counselors
Michigan
$927K -$1.64K -6 -0.2%
HP
2297
HT Partners
Connecticut
$927K – – –
AC
2298
Aristides Capital
Kentucky
$927K – – –
LWAM
2299
Legacy Wealth Asset Management
Minnesota
$925K -$12K -44 -1%
FRM
2300
Fox Run Management
Connecticut
$925K +$757K +2,774 +452%
90 91
92
93 94