BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,392 hedge funds and large institutions have $251B invested in Berkshire Hathaway Class B in 2021 Q4 according to their latest regulatory filings, with 499 funds opening new positions, 1,208 increasing their positions, 1,189 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,392
Holders Change
+378
Holders Change %
+12.54%
% of All Funds
52.39%
Holding in Top 10
526
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+14.6%
% of All Funds
8.12%
New
499
Increased
1,208
Reduced
1,189
Closed
73
Calls
$6.22B
Puts
$5.29B
Net Calls
+$934M
Net Calls Change
-$336M

Top Buyers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
+$506M
2
State Street
State Street
Massachusetts
+$420M
3
Barclays
Barclays
United Kingdom
+$412M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$281M
5
ATN
AMF Tjänstepension
Sweden
+$272M

Top Sellers

1
TIA
Traphagen Investment Advisors
New Jersey
-$4.52B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.49B
3
BlackRock
BlackRock
New York
-$1.21B
4
Vanguard Group
Vanguard Group
Pennsylvania
-$388M
5
Goldman Sachs
Goldman Sachs
New York
-$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
2476
Ategra Capital Management
Virginia
$766K -$26K -87 -3%
DP
2477
Denver PWM
Colorado
$764K +$15.3K +51 +2%
BFA
2478
Bill Few Associates
Pennsylvania
$764K +$764K +2,555 New
ATFA
2479
All Terrain Financial Advisors
Minnesota
$763K -$419K -1,400 -35%
KPWG
2480
KFA Private Wealth Group
Virginia
$763K -$26.3K -88 -3%
PSP
2481
Principal Street Partners
Tennessee
$761K +$117K +393 +18%
OPW
2482
Oxler Private Wealth
New York
$760K -$29.9K -100 -4%
BHBT
2483
Burke & Herbert Bank & Trust
Virginia
$760K – – –
PS
2484
Planned Solutions
California
$760K +$760K +2,541 New
PHIMC
2485
Private Harbour Investment Management & Counsel
Ohio
$756K -$29.9K -100 -4%
WTFG
2486
Wells Trecaso Financial Group
Ohio
$756K – – –
SSCA
2487
South Shore Capital Advisors
Massachusetts
$753K +$95.6K +320 +15%
SW
2488
SkyOak Wealth
Michigan
$752K -$16.1K -54 -2%
MWP
2489
Madison Wealth Partners
Wisconsin
$752K +$5.98K +20 +0.8%
IP
2490
Ignite Planners
California
$752K +$752K +2,343 New
MIM
2491
Marco Investment Management
Georgia
$750K -$2.99K -10 -0.4%
CP
2492
CenterBook Partners
Connecticut
$750K +$750K +2,507 New
CWG
2493
Crown Wealth Group
North Carolina
$750K +$750K +2,510 New
SAM
2494
Strategic Asset Management
Minnesota
$749K – – –
GA
2495
Greenhaven Associates
New York
$748K – – –
CIG
2496
Cairn Investment Group
Washington
$747K – – –
GG
2497
Gleason Group
Kentucky
$747K – – –
DAM
2498
Deltec Asset Management
New York
$747K +$747K +2,500 New
CCP
2499
Clarkston Capital Partners
Michigan
$743K +$4.18K +14 +0.6%
IAG
2500
Investment Advisory Group
Massachusetts
$743K +$743K +2,324 New
98 99
100
101 102