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 %
SEIA
2576
Signature Estate & Investment Advisors
California
$665K +$32K +107 +5%
WSCM
2577
Wellington Shields Capital Management
New York
$665K +$74.7K +250 +13%
SJIA
2578
St. James Investment Advisors
New York
$662K +$662K +2,214 New
CBN
2579
Cadence Bank NA
Texas
$660K +$49.3K +165 +8%
MC
2580
Matisse Capital
Oregon
$659K – – –
CAL
2581
Capital Advisors Ltd
Ohio
$659K +$31.4K +105 +5%
TA
2582
TCM Advisors
West Virginia
$659K +$659K +2,200 New
JC
2583
JB Capital
Connecticut
$657K +$8.07K +27 +1%
FOA
2584
Five Oceans Advisors
California
$656K -$897 -3 -0.1%
CT
2585
Columbia Trust
Oregon
$656K – – –
CWM
2586
Concentric Wealth Management
California
$655K – – –
BIA
2587
Bigelow Investment Advisors
Maine
$654K -$48.4K -162 -7%
AWA
2588
Archvest Wealth Advisors
California
$654K +$654K +2,188 New
VBCG
2589
Valley Brook Capital Group
Pennsylvania
$653K – – –
RI
2590
Rinkey Investments
California
$653K +$653K +2,040 New
COCM
2591
Charter Oak Capital Management
New Hampshire
$650K +$154K +515 +31%
MGAM
2592
McGowan Group Asset Management
Texas
$649K – – –
TA
2593
Trellis Advisors
Washington
$648K -$13.5K -45 -2%
CCM
2594
Chilton Capital Management
Texas
$648K +$30.8K +103 +5%
CSIA
2595
Carl Stuart Investment Advisor
Texas
$645K +$645K +2,158 New
WI
2596
WrapManager Inc
California
$644K +$49K +164 +8%
SI
2597
SimpliFi Inc
California
$643K – – –
KIC
2598
Keating Investment Counselors
Florida
$642K – – –
DWM
2599
Darwin Wealth Management
Florida
$641K -$69.6K -224 -10%
NFSG
2600
Newbridge Financial Services Group
Florida
$641K +$165K +550 +35%
102 103
104
105 106