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 %
MCM
2651
Mendel Capital Management
Arkansas
$597K +$597K +1,997 New
WAOI
2652
Wealth Advisors of Iowa
Iowa
$596K -$599K -2,003 -50%
VCWA
2653
Vanguard Capital Wealth Advisors
Colorado
$595K – – –
EA
2654
Emerald Advisors
Washington
$595K – – –
CMA
2655
Cedar Mountain Advisors
Oregon
$594K +$102K +340 +21%
SCFS
2656
S.C. Financial Services
Arizona
$591K +$591K +1,840 New
AM
2657
Atwater Malick
Pennsylvania
$590K – – –
RAM
2658
Rempart Asset Management
Canada
$590K – – –
CWA
2659
Clearview Wealth Advisors
Oregon
$589K -$123K -410 -17%
BIM
2660
Bridgecreek Investment Management
Oklahoma
$587K +$74.7K +250 +15%
WFO
2661
Wealthgate Family Office
Colorado
$586K -$8.97K -30 -2%
APW
2662
Austin Private Wealth
Texas
$584K -$2.09K -7 -0.4%
CWA
2663
Choice Wealth Advisors
Maine
$584K – – –
FZCM
2664
Flynn Zito Capital Management
New York
$584K +$584K +1,953 New
CCG
2665
Capital CS Group
California
$583K – – –
UBV
2666
United Bank (Virginia)
Virginia
$583K +$13.2K +44 +2%
APIM
2667
Agate Pass Investment Management
Washington
$583K +$583K +1,951 New
Members Trust
2668
Members Trust
Florida
$582K -$74.7K -250 -11%
AAM
2669
Augustine Asset Management
Florida
$581K -$11.1K -37 -2%
CIS
2670
Continental Investors Services
Washington
$581K +$581K +1,645 New
EFL
2671
ERn Financial LLC
Wisconsin
$580K – – –
OWM
2672
OneAscent Wealth Management
Alabama
$579K +$579K +1,938 New
SFS
2673
Security Financial Services
Indiana
$576K +$576K +1,925 New
HAS
2674
HBW Advisory Services
California
$575K -$23.3K -78 -4%
PA
2675
Probity Advisors
Texas
$574K -$14.3K -48 -2%
105 106
107
108 109