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
3001
Maryland Capital Advisors
Maryland
$336K +$336K +1,125 New
EE
3002
EWG Elevate
California
$335K – – –
MIG
3003
McGuire Investment Group
Rhode Island
$333K +$4.48K +15 +1%
CCA
3004
Conestoga Capital Advisors
Pennsylvania
$333K +$4.48K +15 +1%
PI
3005
PFS Investments
Georgia
$333K +$333K +1,113 New
SFG
3006
Sunburst Financial Group
Alabama
$332K +$896 +3 +0.3%
AWM
3007
Accel Wealth Management
Iowa
$332K +$29.9K +100 +10%
MCWA
3008
Meadow Creek Wealth Advisors
Georgia
$332K +$332K +1,109 New
BWCS
3009
Beirne Wealth Consulting Services
Connecticut
$330K – – –
AAM
3010
American Asset Management
Florida
$329K – – –
CNC
3011
Citizens & Northern Corp
Pennsylvania
$329K +$29.9K +100 +10%
PPW
3012
PACK Private Wealth
Minnesota
$329K +$329K +1,099 New
WBCM
3013
Wilson & Boucher Capital Management
California
$329K +$329K +1,100 New
CPSC
3014
Carl P. Sherr & Co
Massachusetts
$329K +$329K +1,102 New
LIA
3015
LS Investment Advisors
Michigan
$327K -$1.02M -3,425 -76%
SCP
3016
Silverleafe Capital Partners
Tennessee
$327K -$90.4K -302 -22%
WCWM
3017
Willow Creek Wealth Management
California
$327K -$43.9K -147 -12%
IWA
3018
IVC Wealth Advisors
Pennsylvania
$327K +$2.1K +7 +0.6%
AFM
3019
Abbot Financial Management
Massachusetts
$327K +$5.97K +20 +2%
FFA
3020
Fi3 Financial Advisors
Indiana
$327K +$39.5K +132 +14%
MAM
3021
Magellan Asset Management
Australia
$327K +$167K +559 +105%
MIM
3022
MTM Investment Management
South Carolina
$326K -$4.49K -15 -1%
IIA
3023
Integral Investment Advisors
California
$326K +$326K +1,089 New
NEPPG
3024
New England Professional Planning Group
Rhode Island
$324K – – –
AP
3025
Americana Partners
Texas
$322K +$11.3K +38 +4%
119 120
121
122 123