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 %
BFG
2951
Barber Financial Group
Kansas
$364K +$2.09K +7 +0.6%
LAM
2952
LifePro Asset Management
California
$364K +$16.7K +56 +5%
AIM
2953
Arcadia Investment Management
Michigan
$361K +$164K +550 +83%
DG
2954
DMC Group
Alabama
$361K +$361K +1,174 New
HCA
2955
Harbour Capital Advisors
Virginia
$360K – – –
PP
2956
PFS Partners
New Jersey
$359K +$359K +1,199 New
HBT
2957
Heartland Bank & Trust
Illinois
$356K – – –
LSA
2958
L & S Advisors
California
$354K -$137K -460 -28%
RF
2959
RHS Financial
California
$354K – – –
CCP
2960
Cassia Capital Partners
North Carolina
$354K +$354K +1,183 New
EA
2961
Echo45 Advisors
California
$353K +$353K +1,181 New
PIFP
2962
Partners in Financial Planning
Virginia
$352K -$1.28K -4 -0.4%
PCA
2963
Private Capital Advisors
Connecticut
$351K – – –
CSWM
2964
Cassady Schiller Wealth Management
Ohio
$351K +$351K +1,173 New
OFS
2965
OneAscent Financial Services
Alabama
$350K +$350K +1,169 New
LPARFS
2966
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$350K +$350K +1,170 New
PCA
2967
Peddock Capital Advisors
Massachusetts
$349K – – –
CAM
2968
Crestone Asset Management
Colorado
$348K -$164K -550 -32%
MAC
2969
Mason & Associates (California)
California
$348K +$348K +1,163 New
BWP
2970
Bernardo Wealth Planning
Pennsylvania
$347K – – –
WWM
2971
Wiser Wealth Management
Georgia
$347K +$347K +1,160 New
IF
2972
IRON Financial
Illinois
$345K +$31.1K +104 +10%
Aristotle Capital Management
2973
Aristotle Capital Management
California
$344K -$426K -1,425 -55%
DBIA
2974
Dumont & Blake Investment Advisors
New Jersey
$344K – – –
FFWM
2975
Future Financial Wealth Management
Ohio
$344K – – –
117 118
119
120 121