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 %
CAP
3051
Columbia Advisory Partners
Washington
$310K +$310K +1,038 New
PIM
3052
Provident Investment Management
Michigan
$308K – – –
RIG
3053
Renaissance Investment Group
Massachusetts
$307K -$61.8K -207 -17%
CSIA
3054
Charles Schwab Investment Advisory
California
$307K -$8.96K -30 -3%
WA
3055
Wealthstar Advisors
Texas
$307K – – –
BMD
3056
Better Money Decisions
New Mexico
$305K -$7.47K -25 -2%
TCWA
3057
Ten Capital Wealth Advisors
Washington
$305K – – –
JHCP
3058
Jackson Hole Capital Partners
Oklahoma
$305K +$2.69K +9 +0.9%
BCM
3059
Brasada Capital Management
Texas
$305K +$6.49K +20 +2%
GWMIA
3060
Global Wealth Management Investment Advisory
Florida
$305K +$16.4K +55 +6%
UCMOK
3061
United Capital Management of KS
Kansas
$303K -$15K -50 -5%
PP
3062
PrairieView Partners
Minnesota
$303K +$57.4K +192 +23%
SFG
3063
Synergy Financial Group
California
$303K +$303K +1,015 New
LC
3064
Lavaca Capital
Texas
$302K +$1.79K +6 +0.6%
CM
3065
Cornerstone Management
Georgia
$300K -$72.7K -243 -19%
WFMPM
3066
Woodley Farra Manion Portfolio Management
Indiana
$300K – – –
CIS
3067
Connors Investor Services
Pennsylvania
$299K – – –
NOCM
3068
Night Owl Capital Management
Connecticut
$299K – – –
FWI
3069
Facet Wealth Inc
Maryland
$299K +$33.2K +111 +12%
DFG
3070
Demars Financial Group
Washington
$299K +$299K +1,000 New
RWA
3071
Redmont Wealth Advisors
Illinois
$299K +$299K +1,000 New
WWP
3072
Waypoint Wealth Partners
California
$298K -$72.5K -242 -20%
ES
3073
Eagle Strategies
New York
$298K +$298K +996 New
ZAM
3074
Zevin Asset Management
Massachusetts
$297K -$53.8K -180 -15%
WFAG
3075
Wescott Financial Advisory Group
Pennsylvania
$296K -$236K -788 -44%
121 122
123
124 125