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 %
DW
3076
Domani Wealth
Pennsylvania
$296K -$12.9K -43 -4%
AC
3077
Asio Capital
Kentucky
$296K +$296K +989 New
GWM
3078
GoalFusion Wealth Management
Texas
$296K +$296K +1,160 New
MWPCG
3079
Measured Wealth Private Client Group
New Hampshire
$294K -$68.8K -230 -19%
DP
3080
Divergent Planning
Maryland
$294K – – –
AWM
3081
Affinity Wealth Management
Delaware
$294K +$11.2K +35 +4%
BBA
3082
Braun-Bostich & Associates
Pennsylvania
$294K +$294K +920 New
RA
3083
Rodgers & Associates
Pennsylvania
$293K – – –
VFM
3084
Vivid Financial Management
California
$292K -$5.68K -19 -2%
NCM
3085
Nelson Capital Management
California
$292K – – –
HFS
3086
Howard Financial Services
Texas
$292K – – –
SFM
3087
Signet Financial Management
New Jersey
$292K +$8.66K +29 +3%
BFWA
3088
Benchmark Financial Wealth Advisors
Florida
$292K +$12K +40 +4%
KFS
3089
Kaizen Financial Strategies
California
$290K -$11.1K -37 -4%
CWM
3090
CMH Wealth Management
New Hampshire
$290K – – –
ST
3091
Somerset Trust
Pennsylvania
$290K +$14.3K +48 +5%
APC
3092
Aspire Private Capital
North Carolina
$289K -$4.79K -16 -2%
ES
3093
ETF Store
Kansas
$289K +$289K +915 New
BFP
3094
Briaud Financial Planning
Texas
$288K – – –
MHC
3095
Meyer Handelman Company
New York
$287K – – –
RWM
3096
RBA Wealth Management
California
$287K – – –
SWAG
3097
Spectrum Wealth Advisory Group
California
$287K – – –
TVWM
3098
Tower View Wealth Management
Wisconsin
$286K -$9.86K -33 -3%
TNAM
3099
Terra Nova Asset Management
New York
$286K – – –
LFPWM
3100
Leicht Financial Planning & Wealth Management
New Jersey
$286K – – –
122 123
124
125 126