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 %
CA
2926
Claris Advisors
Missouri
$385K +$385K +1,288 New
ST
2927
Sentinel Trust
Texas
$385K +$385K +1,289 New
AAM
2928
Austin Asset Management
Texas
$384K +$384K +1,285 New
FAM
2929
Flaharty Asset Management
Florida
$382K -$39.4K -132 -9%
FA
2930
FC Advisory
Pennsylvania
$381K -$17.3K -58 -4%
FVCM
2931
F&V Capital Management
Florida
$380K – – –
MAM
2932
Marotta Asset Management
Virginia
$379K -$17.9K -60 -5%
CPC
2933
Consolidated Planning Corp
Georgia
$379K – – –
SMG
2934
Smart Money Group
Texas
$378K – – –
KAM
2935
KEB Asset Management
Illinois
$377K +$377K +1,261 New
SIA
2936
Sage Investment Advisers
New York
$377K +$377K +1,262 New
MPPLM
2937
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$376K – – –
OGF
2938
Orin Green Financial
California
$376K – – –
FAN
2939
Financial Advisors Network
California
$375K +$91.9K +307 +32%
AIA
2940
Alera Investment Advisors
Illinois
$374K -$8.96K -30 -2%
TWM
2941
Trevian Wealth Management
Massachusetts
$374K +$374K +1,251 New
RWRC
2942
R.W. Roge & Company
New York
$373K – – –
GHAM
2943
Gilman Hill Asset Management
Connecticut
$373K +$12.2K +41 +3%
CFCI
2944
Comprehensive Financial Consultants Institutional
Indiana
$373K +$373K +1,171 New
DAC
2945
Dividend Assets Capital
South Carolina
$372K – – –
RC
2946
RBF Capital
California
$371K – – –
CWM
2947
Collaborative Wealth Management
Florida
$370K +$370K +1,236 New
VWM
2948
Venturi Wealth Management
Texas
$369K -$130K -436 -26%
RFM
2949
Royal Fund Management
Florida
$369K +$20.6K +69 +6%
CCA
2950
Conservest Capital Advisors
Pennsylvania
$366K +$366K +1,225 New
116 117
118
119 120