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 %
ITIM
2376
Indiana Trust & Investment Management
Indiana
$836K +$11.5K +42 +1%
WDG
2377
Wealth Dimensions Group
Ohio
$836K +$12K +44 +1%
LF
2378
LifeSteps Financial
California
$834K +$4.64K +17 +0.6%
SA
2379
Sunesis Advisors
Kansas
$831K -$85.4K -313 -9%
HCM
2380
HM Capital Management
Missouri
$831K +$8.46K +31 +1%
RA
2381
Rise Advisors
New York
$829K +$50.5K +185 +6%
KA
2382
KLCM Advisors
Wisconsin
$827K -$5.74K -21 -0.7%
SHWM
2383
Silicon Hills Wealth Management
Texas
$827K – – –
EI
2384
Ethic Inc
New York
$827K +$125K +456 +18%
FB
2385
First Bancorp
Maine
$823K -$8.46K -31 -1%
YWS
2386
Yarger Wealth Strategies
Ohio
$819K – – –
FNBOMD
2387
First National Bank of Mount Dora
Florida
$819K – – –
CANY
2388
Caxton Associates (New York)
New York
$819K +$237K +869 +41%
BVLP
2389
Bailey Value Limited Partnership
Massachusetts
$818K – – –
KFI
2390
Key Financial Inc
Pennsylvania
$818K +$47.5K +171 +6%
SOS
2391
Silver Oak Securities
Tennessee
$817K +$271K +941 +50%
MJP
2392
Michael J. Puzo
$816K -$2.73K -10 -0.3%
NF
2393
Norwood Financial
Pennsylvania
$815K +$169K +620 +26%
DIP
2394
DT Investment Partners
Pennsylvania
$814K +$4.1K +15 +0.5%
PP
2395
Patron Partners
Texas
$814K +$7.38K +27 +0.9%
FC
2396
Farley Capital
New York
$810K – – –
BMC
2397
Beaton Management Company
Massachusetts
$810K +$32.8K +120 +4%
GSB
2398
Greenfield Savings Bank
Massachusetts
$810K +$810K +2,967 New
KTA
2399
Keeley-Teton Advisors
Illinois
$808K – – –
WDC
2400
Woodward Diversified Capital
California
$806K -$14.7K -54 -2%
94 95
96
97 98