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 %
EWA
2851
EverSource Wealth Advisors
Alabama
$430K +$430K +1,437 New
GAB
2852
German American Bancorp
Indiana
$429K – – –
MM
2853
Meridian Management
Arkansas
$428K -$44.8K -150 -9%
CWM
2854
Curi Wealth Management
North Carolina
$428K – – –
BBNB
2855
Baker Boyer National Bank
Washington
$428K +$428K +1,431 New
C
2856
CEDRUS
Colorado
$427K +$427K +1,429 New
AFAS
2857
Acorn Financial Advisory Services
Virginia
$425K +$10.2K +34 +2%
SWM
2858
Shelton Wealth Management
Texas
$425K +$425K +1,423 New
APF
2859
Alaska Permanent Fund
Alaska
$424K +$424K +1,355 New
AWM
2860
Act Wealth Management
Texas
$423K +$2.99K +10 +0.7%
BIA
2861
Benchmark Investment Advisors
Illinois
$422K +$422K +1,411 New
RWG
2862
Ratio Wealth Group
Colorado
$422K – – –
1IA
2863
1834 Investment Advisors
Wisconsin
$421K -$18.5K -62 -4%
SHA
2864
Seneca House Advisors
Virginia
$420K – – –
HS
2865
Horan Securities
United States
$419K +$419K +1,401 New
Loomis, Sayles & Company
2866
Loomis, Sayles & Company
Massachusetts
$418K +$18.2K +61 +5%
MFT
2867
Moisand Fitzgerald Tamayo
Florida
$418K +$29.9K +100 +8%
DWM
2868
Denver Wealth Management
Colorado
$418K +$418K +1,398 New
CAM
2869
Cidel Asset Management
Ontario, Canada
$417K – – –
ME
2870
McIlrath & Eck
Washington
$417K – – –
DWM
2871
Defined Wealth Management
Oregon
$417K – – –
BAM
2872
Bellevue Asset Management
Washington
$415K -$3.89K -13 -0.9%
MWA
2873
Monograph Wealth Advisors
California
$415K +$415K +1,389 New
GIM
2874
Guild Investment Management
California
$413K – – –
MKA
2875
M. Kulyk & Associates
Georgia
$413K +$70.9K +237 +21%
113 114
115
116 117