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 %
MCA
2876
Martin Capital Advisors
Texas
$412K +$412K +1,379 New
BCP
2877
Berkeley Capital Partners
Georgia
$411K -$53.2K -178 -11%
NL
2878
Navalign LLC
California
$409K – – –
CRI
2879
Colonial River Investments
Virginia
$408K -$1.46M -4,881 -78%
BI
2880
Blooom Inc
Kansas
$408K -$23.3K -371 -5%
DPI
2881
Diversified Portfolios Inc
Michigan
$408K – – –
RSS
2882
Rosenblum Silverman Sutton
California
$408K – – –
AWM
2883
Aspire Wealth Management
Massachusetts
$408K +$408K +1,365 New
PIM
2884
Progressive Investment Management
Oregon
$407K – – –
MWM
2885
McNaughton Wealth Management
California
$406K +$30.7K +96 +8%
ACP
2886
Aveo Capital Partners
Colorado
$405K -$1.79K -6 -0.4%
BE
2887
Bonness Enterprises
District of Columbia
$404K – – –
IIM
2888
Ipswich Investment Management
Massachusetts
$404K – – –
ACM
2889
Alethea Capital Management
Washington
$404K – – –
PCM
2890
Prelude Capital Management
New York
$404K +$404K +1,351 New
BHWA
2891
Beacon Harbor Wealth Advisors
Virginia
$403K -$299K -1,001 -43%
OFG
2892
Omega Financial Group
California
$403K – – –
PAA
2893
Peregrine Asset Advisers
Oregon
$403K +$99.6K +333 +33%
SAI
2894
Systematic Alpha Investments
New Jersey
$402K – – –
CRIG
2895
Charter Research & Investment Group
Connecticut
$402K +$18K +60 +5%
PA
2896
Planning Alternatives
Michigan
$402K +$169K +564 +72%
WFA
2897
WMG Financial Advisors
Tennessee
$402K +$402K +1,346 New
CFG
2898
CMC Financial Group
Georgia
$401K +$42.4K +142 +12%
ML
2899
Mayport LLC
Massachusetts
$401K +$401K +1,341 New
AC
2900
Anson Capital
Georgia
$401K +$401K +1,469 New
114 115
116
117 118