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 %
VFP
2601
Verus Financial Partners
Virginia
$640K -$33.2K -111 -5%
NED
2602
Nancy E. Dempze
$639K -$44.9K -150 -7%
EWA
2603
ERTS Wealth Advisors
Michigan
$639K -$30.4K -102 -5%
WF
2604
Wayfinding Financial
Washington
$638K +$638K +2,074 New
SPA
2605
Sentinel Pension Advisors
Massachusetts
$637K +$637K +2,132 New
HCM
2606
Hengehold Capital Management
Ohio
$636K -$121K -404 -16%
CISOA
2607
Capital Investment Services of America
Wisconsin
$635K – – –
CASB
2608
Cape Ann Savings Bank
Massachusetts
$633K -$52.9K -177 -8%
IF
2609
Insight Folios
North Carolina
$631K -$11.1K -37 -2%
DP
2610
Dearborn Partners
Illinois
$628K -$22.4K -75 -3%
CWM
2611
Centric Wealth Management
Illinois
$627K +$7.48K +25 +1%
RC
2612
Rovin Capital
Arizona
$627K +$627K +2,096 New
EIG
2613
Ellenbecker Investment Group
Wisconsin
$626K +$35K +117 +6%
OCM
2614
Objective Capital Management
Ohio
$626K +$626K +2,093 New
CCM
2615
Crew Capital Management
Ohio
$625K -$59.8K -200 -9%
ZB
2616
Zions Bancorporation
Utah
$625K -$7.47K -25 -1%
CI
2617
CPR Investments
Michigan
$624K +$624K +2,087 New
HG
2618
Harbor Group
New Hampshire
$623K – – –
FMP
2619
Financial Management Professionals
Texas
$622K – – –
AT
2620
Arvest Trust
Oklahoma
$622K +$622K +2,081 New
APSI
2621
Asset Planning Services Inc
Louisiana
$620K – – –
SWK
2622
Stephen W. Kidder
$618K -$374K -1,250 -38%
CWM
2623
Chemistry Wealth Management
New York
$618K +$618K +2,067 New
NLP
2624
Next Level Private
New York
$618K +$618K +2,067 New
LIM
2625
Lagoda Investment Management
New York
$617K – – –
103 104
105
106 107