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 %
HIS
3026
Harvest Investment Services
Illinois
$321K -$269K -899 -46%
ACM
3027
Alpha Capital Management
Texas
$321K – – –
MFA
3028
McClarren Financial Advisors
Pennsylvania
$321K +$126K +420 +64%
BC
3029
Brio Consultants
California
$320K -$29.9K -100 -9%
BWL
3030
Bogart Wealth LLC
Virginia
$319K -$125K -417 -28%
SAM
3031
Smithbridge Asset Management
Pennsylvania
$318K – – –
FA
3032
Fountainhead AM
New Jersey
$318K – – –
VFPW
3033
Vantage Financial Partners (Wisconsin)
Wisconsin
$318K +$318K +1,063 New
MPW
3034
Melone Private Wealth
Michigan
$318K +$318K +1,064 New
CMBA
3035
C.M. Bidwell & Associates
Hawaii
$317K -$21.5K -72 -6%
EA
3036
Eudaimonia Advisors
Tennessee
$317K +$317K +1,059 New
PWMG
3037
Provence Wealth Management Group
California
$317K +$317K +1,060 New
MMM
3038
Mendel Money Management
Illinois
$315K -$6.27K -21 -2%
KW
3039
KWB Wealth
California
$315K – – –
MA
3040
MAS Advisors
Florida
$315K +$315K +1,051 New
PWA
3041
Peterson Wealth Advisors
Utah
$315K +$315K +1,055 New
WWG
3042
West Wealth Group
California
$315K +$315K +1,055 New
FC
3043
Fusion Capital
South Carolina
$314K -$10.2K -34 -3%
TWP
3044
TFO Wealth Partners
Ohio
$314K – – –
AFM
3045
Andesa Financial Management
Pennsylvania
$314K +$12.3K +41 +4%
SEEDPG
3046
S.E.E.D. Planning Group
New York
$313K +$46K +154 +17%
C
3047
Covestor
United Kingdom
$313K +$313K +1,048 New
AWA
3048
AmeriServ Wealth Advisors
Pennsylvania
$312K – – –
CCP
3049
Carmel Capital Partners
California
$312K +$312K +1,043 New
CFG
3050
CKW Financial Group
Hawaii
$310K – – –
120 121
122
123 124