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 %
CL
2901
COWA LLC
Oklahoma
$399K – – –
CL
2902
CSS LLC
Illinois
$399K – – –
NWM
2903
Northcape Wealth Management
New York
$399K +$399K +1,335 New
BCMO
2904
Buckingham Capital Management (Ohio)
Ohio
$398K – – –
SCM
2905
SKBA Capital Management
California
$397K – – –
SPIO
2906
Seven Post Investment Office
California
$397K +$75.9K +254 +24%
CCM
2907
Carderock Capital Management
Maryland
$396K +$120K +400 +43%
HP
2908
Highlander Partners
Texas
$396K +$396K +1,325 New
PS
2909
Portfolio Strategies
New York
$395K -$151K -506 -28%
PPW
2910
Pinnacle Private Wealth
Massachusetts
$394K +$394K +1,317 New
DA
2911
Detalus Advisors
Missouri
$393K -$479K -1,600 -55%
BDFN
2912
Bond & Devick Financial Network
Minnesota
$393K – – –
TF
2913
TLWM Financial
Texas
$392K +$44.9K +150 +13%
HNWAG
2914
High Net Worth Advisory Group
Florida
$391K +$391K +1,307 New
IAP
2915
Indie Asset Partners
Indiana
$390K -$4.79K -16 -1%
CFG
2916
Compton Financial Group
Maryland
$389K – – –
FA
2917
Financial Advisors
Massachusetts
$388K -$32.6K -109 -8%
CWP
2918
CFM Wealth Partners
Texas
$388K – – –
CCM
2919
Cohen Capital Management
California
$387K – – –
FWP
2920
Falcon Wealth Planning
California
$387K +$2.69K +9 +0.7%
BWM
2921
BT Wealth Management
Georgia
$387K +$69.7K +233 +22%
RPA
2922
Rock Point Advisors
Vermont
$386K – – –
RCA
2923
Ranch Capital Advisors
Florida
$385K -$299 -1 -0.1%
C1AG
2924
Client 1st Advisory Group
Florida
$385K – – –
BA
2925
Ballew Advisors
Mississippi
$385K +$40.5K +125 +12%
115 116
117
118 119