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 %
FA
2976
Fortis Advisors
Pennsylvania
$344K +$126K +423 +58%
GWM
2977
GDS Wealth Management
Texas
$344K +$344K +1,151 New
JF
2978
Jump Financial
Illinois
$343K -$549K -1,836 -62%
UAML
2979
US Asset Management LLC
Pennsylvania
$343K -$897 -3 -0.3%
SMH
2980
Sanders Morris Harris
Texas
$343K – – –
FPIS
2981
Financial Planning & Information Services
Wisconsin
$342K – – –
RDFA
2982
Ritter Daniher Financial Advisory
Ohio
$342K – – –
HCM
2983
Howard Capital Management
Georgia
$342K +$13.4K +45 +4%
MC
2984
Miramar Capital
Illinois
$342K +$38.9K +130 +13%
SFA
2985
Souders Financial Advisors
Ohio
$341K – – –
AHB
2986
Abner Herrman & Brock
New Jersey
$340K -$11.1K -37 -3%
T
2987
TCWP
Ohio
$340K +$340K +1,139 New
MCM
2988
Mattern Capital Management
Colorado
$339K – – –
HWM
2989
Howard Wealth Management
Connecticut
$339K +$20.3K +68 +6%
CFSG
2990
Clark Financial Services Group
Missouri
$339K +$83.8K +280 +33%
RPG
2991
Resource Planning Group
Georgia
$338K -$82.3K -275 -20%
CICI
2992
Capital Investment Counsel Inc
North Carolina
$338K +$65.8K +220 +24%
LFA
2993
Lauterbach Financial Advisors
Texas
$338K +$338K +1,131 New
OPTFSNA
2994
Old Point Trust & Financial Services N A
Virginia
$337K – – –
OFA
2995
Oak Family Advisors
Illinois
$337K +$299 +1 +0.1%
AFG
2996
Affinia Financial Group
Massachusetts
$337K +$50K +156 +17%
CIA
2997
Caerus Investment Advisors
Texas
$337K +$337K +1,128 New
DTC
2998
Davidson Trust Company
Washington
$336K -$4.49K -15 -1%
TCPWM
2999
Traverso Chambers Private Wealth Management
California
$336K – – –
RWM
3000
Rezny Wealth Management
Florida
$336K – – –
118 119
120
121 122