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 %
CMS
2501
Capital Market Strategies
Florida
$742K +$742K +2,481 New
RCM
2502
RNC Capital Management
California
$739K – – –
SIG
2503
Spinnaker Investment Group
California
$739K +$739K +2,346 New
WF
2504
Warner Financial
Maryland
$735K +$735K +2,458 New
KLCM
2505
KG&L Capital Management
Louisiana
$731K +$50.8K +170 +7%
MWM
2506
Mascoma Wealth Management
New Hampshire
$728K -$12K -40 -2%
IA
2507
IAM Advisory
Pennsylvania
$722K -$85.2K -267 -11%
LB
2508
Legacy Bridge
Iowa
$722K -$14.9K -50 -2%
HA
2509
Hofer & Associates
California
$722K +$722K +2,416 New
WFM
2510
Wolff Financial Management
Michigan
$721K +$721K +2,411 New
RAM
2511
Riggs Asset Management
Pennsylvania
$719K -$14.9K -50 -2%
RCM
2512
Radnor Capital Management
Pennsylvania
$718K +$718K +2,401 New
SWIG
2513
Strategic Wealth Investment Group
Kentucky
$717K -$218K -728 -23%
HFM
2514
Harvest Fund Management
China
$717K +$459K +1,532 +178%
OAM
2515
Oak Asset Management
California
$716K +$29.6K +99 +4%
PL
2516
Pluribus Labs
California
$716K +$716K +2,393 New
HIG
2517
Heritage Investment Group
Florida
$716K +$716K +2,395 New
OLA
2518
Oliver Luxxe Assets
New Jersey
$715K – – –
VIM
2519
Vista Investment Management
Pennsylvania
$715K +$4.19K +14 +0.6%
AWM
2520
Accurate Wealth Management
Florida
$714K -$49.4K -169 -6%
OCPWS
2521
One Charles Private Wealth Services
Massachusetts
$714K – – –
BP
2522
Broadleaf Partners
Ohio
$713K – – –
PW
2523
Peninsula Wealth
California
$713K +$713K +2,384 New
MCC
2524
Money Concepts Capital
Florida
$712K +$712K +2,382 New
SC
2525
Schoolcraft Capital
Colorado
$710K – – –
99 100
101
102 103