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 %
STC
2701
Sarah T. Connolly
$552K +$15K +50 +3%
RWM
2702
Rockwood Wealth Management
Pennsylvania
$551K +$551K +1,842 New
TF
2703
TimeScale Financial
Massachusetts
$550K -$23.3K -78 -4%
DAM
2704
Diamant Asset Management
Connecticut
$550K -$1.5K -5 -0.3%
APC
2705
Asset Planning Corporation
Tennessee
$550K – – –
UWPG
2706
Ullmann Wealth Partners Group
Florida
$550K +$52.3K +175 +11%
IAG
2707
Investmark Advisory Group
Connecticut
$550K +$550K +1,842 New
CNWM
2708
Clay Northam Wealth Management
California
$549K +$549K +1,835 New
WFA
2709
Wipfli Financial Advisors
Wisconsin
$547K +$40.4K +135 +8%
ACM
2710
AUA Capital Management
Pennsylvania
$546K – – –
IC
2711
Iconiq Capital
California
$544K +$116K +389 +27%
BWM
2712
Bulltick Wealth Management
Florida
$542K -$271K -906 -33%
CWM
2713
Cedar Wealth Management
California
$542K +$26K +87 +5%
SPP
2714
Single Point Partners
Massachusetts
$541K +$541K +1,808 New
OA
2715
Oxbow Advisors
Texas
$540K -$17M -56,888 -97%
TWP
2716
Tower Wealth Partners
Pennsylvania
$538K – – –
MA
2717
MBA Advisors
Pennsylvania
$538K +$97.4K +326 +22%
CWM
2718
Campbell Wealth Management
Virginia
$537K – – –
KLWA
2719
Kelly Lawrence W & Associates
California
$536K – – –
JWS
2720
Juncture Wealth Strategies
Arizona
$535K – – –
BAM
2721
Boyar Asset Management
New York
$534K +$98.4K +329 +23%
CG
2722
Corundum Group
Colorado
$533K +$73K +244 +16%
TWP
2723
Tempus Wealth Planning
California
$532K – – –
HWM
2724
Hohimer Wealth Management
Washington
$527K -$44.8K -150 -8%
DIP
2725
DT Investment Partners
Pennsylvania
$526K -$206K -688 -28%
107 108
109
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