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 %
APW
2826
Acima Private Wealth
Virginia
$446K +$243K +813 +120%
PPWM
2827
PFG Private Wealth Management
Florida
$445K -$1.2K -4 -0.3%
KOMWMG
2828
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$444K -$93.3K -312 -17%
JWM
2829
JGP Wealth Management
Oregon
$444K -$7.44K -24 -2%
ML
2830
McAdam LLC
Pennsylvania
$444K +$9.86K +33 +2%
AL
2831
ADE LLC
Maryland
$443K – – –
CCFM
2832
Clear Creek Financial Management
Washington
$442K +$24.2K +81 +6%
RFO
2833
RiverGlades Family Offices
Florida
$441K – – –
CIAS
2834
CBIZ Investment Advisory Services
Ohio
$441K +$441K +1,474 New
RRCM
2835
Rappaport Reiches Capital Management
Illinois
$440K +$3.89K +13 +0.9%
RWA
2836
Roberts Wealth Advisors
California
$440K -$1.5K -5 -0.3%
MTIC
2837
Missouri Trust & Investment Company
Missouri
$440K +$440K +1,471 New
WB
2838
West Bancorporation
Iowa
$440K +$440K +1,471 New
SFG
2839
SevenBridge Financial Group
Pennsylvania
$438K – – –
HWM
2840
Hemington Wealth Management
Virginia
$438K +$25.5K +110 +6%
GCMG
2841
Gyroscope Capital Management Group
Florida
$437K +$150K +500 +52%
CWM
2842
CCG Wealth Management
California
$435K – – –
VCM
2843
Viewpoint Capital Management
Washington
$434K +$434K +1,450 New
OWA
2844
Outlook Wealth Advisors
Texas
$433K +$66.1K +221 +18%
ETIA
2845
Epic Trust Investment Advisors
Washington
$433K +$433K +1,448 New
WAS
2846
WESPAC Advisors SoCal
California
$431K -$13.5K -43 -3%
4WM
2847
44 Wealth Management
Oregon
$431K -$8.67K -29 -2%
VWA
2848
VERITY Wealth Advisors
United States
$431K – – –
VFIC
2849
Valley Forge Investment Consultants
Pennsylvania
$431K +$132K +440 +44%
SL
2850
Salomon & Ludwin
Virginia
$431K +$193K +645 +81%
112 113
114
115 116