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 %
PP
2551
Prudential plc
United Kingdom
$687K -$450K -1,506 -40%
CCA
2552
Cadent Capital Advisors
Oklahoma
$686K -$89.7K -300 -12%
SWM
2553
Scissortail Wealth Management
Oklahoma
$685K +$685K +2,290 New
NCM
2554
Noesis Capital Mangement
Florida
$684K -$411K -1,373 -38%
SVCP
2555
Silicon Valley Capital Partners
California
$684K +$40.1K +134 +6%
TF
2556
Trek Financial
Arizona
$682K +$6.87K +23 +1%
CAM
2557
Congress Asset Management
Massachusetts
$681K -$369K -1,234 -35%
FUBT
2558
First United Bank & Trust
Maryland
$680K +$26.9K +90 +4%
CA
2559
Centerpoint Advisors
Massachusetts
$680K +$426K +1,425 +168%
CFD
2560
Creative Financial Designs
Indiana
$679K -$11.1K -37 -2%
CAG
2561
Compass Advisory Group
New York
$679K – – –
SFWC
2562
Strategic Family Wealth Counselors
New Jersey
$677K -$65.8K -220 -9%
AGA
2563
Accuvest Global Advisors
Utah
$676K +$195K +652 +40%
SWP
2564
ShoreHaven Wealth Partners
New Jersey
$674K – – –
RCA
2565
Rex Capital Advisors
Rhode Island
$673K -$299K -1,000 -31%
ACWM
2566
Adams Chetwood Wealth Management
North Carolina
$673K -$46.6K -156 -6%
WJA
2567
Willis Johnson & Associates
Texas
$673K -$16.5K -55 -2%
AAIM
2568
American Assets Investment Management
California
$673K – – –
BSSFA
2569
Baron Silver Stevens Financial Advisors
Florida
$671K +$37.4K +125 +6%
AFS
2570
Access Financial Services
Minnesota
$671K +$77.8K +260 +13%
AC
2571
AlphaCore Capital
California
$669K +$457K +1,529 +216%
SIS
2572
Sound Income Strategies
Florida
$668K -$91.5K -306 -12%
RPGK
2573
Retirement Planning Group (Kansas)
Kansas
$667K +$157K +527 +31%
KCFA
2574
Key Client Fiduciary Advisors
New Jersey
$667K +$667K +2,230 New
VST
2575
Van Strum & Towne
California
$665K +$29.9K +100 +5%
101 102
103
104 105