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 %
CAM
2801
Costello Asset Management
Pennsylvania
$459K – – –
WCWM
2802
Wooster Corthell Wealth Management
Connecticut
$458K -$1.8K -6 -0.4%
HFW
2803
Horizon Family Wealth
Illinois
$457K +$457K +1,529 New
GCC
2804
Game Creek Capital
Massachusetts
$456K -$97.2K -325 -18%
SSC
2805
Syverson Strege & Co
Iowa
$456K -$35.3K -118 -7%
BMA
2806
Brooks Moore & Associates
Tennessee
$456K -$15K -50 -3%
WLIM
2807
White Lighthouse Investment Management
Massachusetts
$456K +$1.5K +5 +0.3%
AIFAIM
2808
American Institute for Advanced Investment Management
Arizona
$455K – – –
CC
2809
Corsicana & Co
Texas
$452K – – –
MWM
2810
Maltin Wealth Management
New Jersey
$452K +$56.5K +189 +14%
HCM
2811
Highview Capital Management
Illinois
$452K +$452K +1,513 New
HCP
2812
Hexagon Capital Partners
Arkansas
$451K -$2.1K -7 -0.5%
TFGT
2813
TS Financial Group (TSFG)
Illinois
$451K +$7.47K +25 +2%
HWA
2814
Heartwood Wealth Advisors
Virginia
$450K +$95.7K +320 +27%
SSW
2815
Stone Summit Wealth
Florida
$450K +$450K +1,505 New
CP
2816
Capital Planning
Washington
$449K -$7.48K -25 -2%
FFG
2817
Fortem Financial Group
California
$449K – – –
SIC
2818
Shoker Investment Counsel
Ohio
$449K – – –
MCIA
2819
Mountain Capital Investment Advisors
Colorado
$449K +$26.5K +83 +6%
LWMM
2820
Legacy Wealth Management (Mississippi)
Mississippi
$449K – – –
T
2821
TrueFG
Texas
$448K – – –
SAM
2822
Selway Asset Management
$448K – – –
LBA
2823
Lowell Blake & Associates
Massachusetts
$447K – – –
ERWM
2824
Elk River Wealth Management
Colorado
$447K +$8.96K +30 +2%
FSWA
2825
Financial Synergies Wealth Advisors
Texas
$446K – – –
111 112
113
114 115