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 %
WLIM
2426
White Lighthouse Investment Management
Massachusetts
$771K -$1.37K -5 -0.2%
WFAG
2427
Wescott Financial Advisory Group
Pennsylvania
$770K +$39K +143 +5%
SWP
2428
ShoreHaven Wealth Partners
New Jersey
$769K – – –
RHAM
2429
Round Hill Asset Management
California
$769K – – –
VAG
2430
VisionPoint Advisory Group
Texas
$766K -$21K -71 -3%
IWN
2431
Independent Wealth Network
Iowa
$763K -$271K -991 -26%
CT
2432
Columbia Trust
Oregon
$763K +$127K +464 +20%
JLBC
2433
J.L. Bainbridge & Co
Florida
$762K -$27.3K -100 -3%
VWM
2434
Venturi Wealth Management
Texas
$762K – – –
ACA
2435
Affinity Capital Advisors
California
$761K -$10.4K -38 -1%
CMS
2436
Capital Market Strategies
Florida
$760K – – –
PPW
2437
Pasadena Private Wealth
California
$758K -$8.2K -30 -1%
WFM
2438
Wolff Financial Management
Michigan
$758K +$99.7K +365 +15%
FMI
2439
F/M Investments
District of Columbia
$756K – – –
SG
2440
Strid Group
Pennsylvania
$755K -$126K -460 -14%
BCMLT
2441
Beacon Capital Management LLC (Tennessee)
Tennessee
$755K – – –
6F
2442
626 Financial
Michigan
$751K -$21K -77 -3%
SFG
2443
Sovereign Financial Group
Connecticut
$749K -$127K -465 -14%
DFA
2444
DHJJ Financial Advisors
Illinois
$749K – – –
SEIA
2445
Signature Estate & Investment Advisors
California
$749K +$154K +563 +26%
EBA
2446
Eagle Bay Advisors
New York
$748K +$77.5K +284 +12%
BCM
2447
Bienville Capital Management
New York
$748K – – –
FW
2448
FirstPurpose Wealth
Utah
$748K +$28.9K +106 +4%
NEGWA
2449
New England Guild Wealth Advisors
Connecticut
$747K -$36.6K -134 -5%
GFPC
2450
Global Financial Private Client
Florida
$746K +$359K +1,295 +93%
96 97
98
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