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 %
IWA
2726
IBEX Wealth Advisors
New Jersey
$526K -$53.5K -179 -9%
TPWM
2727
Twelve Points Wealth Management
Massachusetts
$526K +$526K +1,758 New
PIA
2728
Powell Investment Advisors
Florida
$525K – – –
TAM
2729
Trillium Asset Management
Massachusetts
$522K +$37.4K +125 +8%
TIM
2730
Total Investment Management
Arizona
$521K +$150K +500 +40%
RF
2731
Rollins Financial
Georgia
$520K +$520K +1,738 New
TA
2732
TruWealth Advisors
Louisiana
$519K -$29.9K -100 -5%
WPC
2733
White Pine Capital
Minnesota
$519K – – –
SWM
2734
Sugarloaf Wealth Management
Georgia
$518K -$29.9K -100 -5%
LFA
2735
Level Financial Advisors
New York
$518K +$518K +1,734 New
PC
2736
Port Capital
Illinois
$517K -$188K -629 -27%
FA
2737
Faithward Advisors
Pennsylvania
$517K – – –
NWM
2738
Nauset Wealth Management
Connecticut
$517K +$517K +1,728 New
MFC
2739
Mechanics Financial Corp
Ohio
$516K +$516K +1,725 New
HFS
2740
HBC Financial Services
Washington
$515K – – –
OFP
2741
OLIO Financial Planning
Virginia
$512K +$512K +1,711 New
CCA
2742
Column Capital Advisors
Indiana
$511K -$12.6K -42 -2%
PSIWM
2743
Paradigm Strategies in Wealth Management
Minnesota
$511K – – –
FCFC
2744
First Commonwealth Financial Corp
Pennsylvania
$511K +$21.2K +71 +4%
IAA
2745
Ironsides Asset Advisors
North Carolina
$510K -$59.8K -200 -10%
VC
2746
Veracity Capital
Georgia
$510K +$5.98K +20 +1%
FA
2747
Fermata Advisors
California
$509K +$64.3K +215 +14%
NCM
2748
NCM Capital Management
New Jersey
$507K +$507K +1,696 New
NMG
2749
New Millennium Group
Utah
$506K +$506K +1,692 New
APSP
2750
Asset Planning Services (Pennsylvania)
Pennsylvania
$504K -$249K -832 -33%
108 109
110
111 112