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 %
BEC
3101
Blue Edge Capital
Virginia
$285K – – –
CPC
3102
Cookson Peirce & Co
Pennsylvania
$285K – – –
SFPG
3103
Stonebridge Financial Planning Group
Florida
$284K -$9.38K -30 -3%
MWP
3104
MYCIO Wealth Partners
Pennsylvania
$284K – – –
WWA
3105
WC Walker & Associates
California
$284K +$24.3K +75 +9%
WOC
3106
West Oak Capital
California
$283K -$4.49K -15 -2%
FBFS
3107
First Business Financial Services
Wisconsin
$283K +$283K +947 New
GC
3108
GFG Capital
Florida
$282K +$14.1K +47 +5%
WMS
3109
Wealth Management Solutions
Pennsylvania
$280K +$280K +936 New
DR
3110
Davis Rea
Ontario, Canada
$279K -$121K -406 -30%
WFA
3111
Wade Financial Advisory
California
$279K – – –
SWM
3112
SFG Wealth Management
Maryland
$278K +$278K +930 New
JTWM
3113
Jackson Thornton Wealth Management
Alabama
$278K +$278K +931 New
BRG
3114
Bay Rivers Group
Virginia
$275K – – –
WFS
3115
Widmann Financial Services
Maryland
$275K +$275K +923 New
WCA
3116
Westover Capital Advisors
Delaware
$274K +$896 +3 +0.3%
FIM
3117
FWL Investment Management
Texas
$272K -$14.9K -50 -5%
BCAM
3118
Boston Common Asset Management
Massachusetts
$272K – – –
ACM
3119
Ayrshire Capital Management
Connecticut
$270K +$13.5K +45 +5%
COF
3120
Capital One Financial
Virginia
$269K -$2.69K -9 -1%
IAS
3121
Investment Advisory Services
Texas
$269K – – –
ASA
3122
Armstrong Shaw Associates
Connecticut
$269K – – –
HIM
3123
Hanlon Investment Management
New Jersey
$269K – – –
DLG
3124
Daniel L. Goodwin
$269K – – –
BO
3125
Bank OZK
Arkansas
$269K +$8.09K +27 +3%
123 124
125
126 127