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 %
ZB
2451
Zions Bancorporation
Utah
$746K -$208K -763 -22%
MG
2452
Meritage Group
California
$746K +$391K +1,431 +110%
TFF
2453
The Family Firm
Maryland
$743K -$121K -5,299 -14%
GAM
2454
Gould Asset Management
California
$739K -$114K -416 -13%
MAA
2455
Matrix Asset Advisors
New York
$739K – – –
IFAM
2456
Institutional & Family Asset Management
Colorado
$738K -$147K -537 -17%
NCM
2457
Northwest Capital Management
Oregon
$736K – – –
MHWM
2458
Montz Harcus Wealth Management
Louisiana
$734K -$1.37K -5 -0.2%
ACA
2459
Ackerman Capital Advisors
Texas
$732K -$819 -3 -0.1%
VBFP
2460
Valtinson Bruner Financial Planning
Minnesota
$731K – – –
CRWM
2461
Castle Rock Wealth Management
California
$729K – – –
BCM
2462
Boltwood Capital Management
California
$727K -$23.2K -85 -3%
MIM
2463
Marco Investment Management
Georgia
$726K +$29.8K +109 +4%
OWM
2464
OneAscent Wealth Management
Alabama
$725K +$554K +2,027 +323%
WMC
2465
Westwood Management Corporation
Illinois
$724K – – –
CS
2466
Capital Square
Tennessee
$723K -$6.28K -23 -0.9%
AWM
2467
Aprio Wealth Management
Georgia
$722K -$50.2K -184 -7%
IF
2468
Integrity Financial
Wyoming
$722K -$21K -77 -3%
MAM
2469
Marquette Asset Management
Minnesota
$722K – – –
SSCA
2470
South Shore Capital Advisors
Massachusetts
$721K +$177K +650 +33%
HWM
2471
Hemington Wealth Management
Virginia
$720K -$19.1K -70 -3%
FP
2472
Financial Perspectives
Minnesota
$720K – – –
CWG
2473
Crown Wealth Group
North Carolina
$718K -$323K -1,184 -31%
AFG
2474
Alterity Financial Group
Maine
$718K +$718K +2,630 New
MFGM
2475
Marshall Financial Group (Maryland)
Maryland
$717K -$105K -386 -13%
97 98
99
100 101