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 %
CT
2526
Clearstead Trust
Maine
$707K -$29K -97 -4%
PAM
2527
Palisade Asset Management
Minnesota
$707K – – –
AWM
2528
Activest Wealth Management
Florida
$704K -$194K -648 -22%
TIM
2529
Triad Investment Management
California
$704K +$704K +2,355 New
WP
2530
Wealthspan Partners
Iowa
$703K +$703K +2,351 New
DSC
2531
Duncker Streett & Co
Missouri
$702K -$8.97K -30 -1%
KM
2532
Kalos Management
Georgia
$700K +$57.5K +200 +9%
CCM
2533
Colorado Capital Management
Colorado
$699K +$600 +2 +0.1%
LC
2534
Landaas & Company
Wisconsin
$697K – – –
HCM
2535
HMS Capital Management
Tennessee
$697K – – –
NPT
2536
Nixon Peabody Trust
Massachusetts
$697K +$32.9K +110 +5%
BBHC
2537
Brown Brothers Harriman & Co
New York
$697K -$11.2K -37,369 -2%
ST
2538
Sageworth Trust
Pennsylvania
$695K -$2.04M -6,818 -75%
SRC
2539
Sage Rhino Capital
California
$695K +$10.2K +34 +1%
LFS
2540
Lutz Financial Services
Nebraska
$693K – – –
EW
2541
Element Wealth
Mississippi
$692K – – –
NF
2542
Norwood Financial
Pennsylvania
$692K +$692K +2,315 New
AWA
2543
Amplius Wealth Advisors
Pennsylvania
$692K +$692K +2,316 New
RP
2544
Rowlandmiller & Partners
Georgia
$691K -$27.8K -93 -4%
HGWM
2545
Horst & Graben Wealth Management
Oregon
$690K – – –
ALAM
2546
Asahi Life Asset Management
Japan
$689K -$53.8K -180 -7%
VBFP
2547
Valtinson Bruner Financial Planning
Minnesota
$689K +$20.9K +70 +3%
GWM
2548
Gitterman Wealth Management
New Jersey
$688K +$120K +400 +21%
A
2549
Astrantus
Cyprus
$688K +$688K +2,300 New
KWM
2550
Kolinsky Wealth Management
New Jersey
$688K +$688K +2,302 New
100 101
102
103 104