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 %
AIA
2676
Affinity Investment Advisors
California
$573K +$573K +1,917 New
HCC
2677
Hirtle Callaghan & Co
Pennsylvania
$573K +$573K +1,918 New
MCM
2678
Monument Capital Management
Virginia
$572K -$125K -417 -18%
VCG
2679
Vantage Consulting Group
Virginia
$572K +$14.9K +50 +3%
SA
2680
Syntax Advisors
New York
$572K +$572K +1,914 New
DE
2681
Day & Ennis
Georgia
$571K +$34.7K +116 +6%
OWA
2682
One Wealth Advisors
California
$570K +$2.69K +9 +0.5%
BG
2683
Bollard Group
Massachusetts
$568K – – –
AWAP
2684
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$564K -$299 -1 -0.1%
SPAS
2685
Spectrum Planning & Advisory Services
California
$564K – – –
PWM
2686
Prentice Wealth Management
New York
$563K -$19.8K -66 -3%
FBC
2687
Fairfield, Bush & Co
Connecticut
$563K – – –
CHA
2688
Cooper/Haims Advisors
New York
$563K +$100K +336 +22%
VBWMG
2689
Von Berge Wealth Management Group
California
$563K +$563K +1,799 New
WFA
2690
WestHill Financial Advisors
California
$562K +$59.8K +200 +12%
SFP
2691
Shepherd Financial Partners
Massachusetts
$560K +$71.7K +240 +15%
TFP
2692
Triune Financial Partners
Kansas
$560K +$560K +1,872 New
RB
2693
Rodgers Brothers
Pennsylvania
$559K +$80.7K +270 +17%
UIA
2694
Ulland Investment Advisors
Minnesota
$558K +$558K +1,865 New
GM
2695
GeoWealth Management
Illinois
$557K +$2.99K +10 +0.5%
MG
2696
Meritage Group
California
$557K +$58K +194 +12%
SFP
2697
Sandbox Financial Partners
Maryland
$556K +$166K +554 +42%
MTC
2698
McDaniel Terry & Co
Texas
$554K – – –
HCM
2699
HM Capital Management
Missouri
$553K +$330K +1,103 +148%
FPOC
2700
Financial Planners of Cleveland
Ohio
$553K +$553K +1,857 New
106 107
108
109 110