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
$1.68B
2
State Street
State Street
Massachusetts
$23.2B
3
Barclays
Barclays
United Kingdom
$2.33B
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$616M
5
ATN
AMF Tjänstepension
Sweden
$272M

Top Sellers

1
TIA
Traphagen Investment Advisors
New Jersey
$6.31M
2
Gates Foundation Trust
Gates Foundation Trust
Washington
$10.1B
3
BlackRock
BlackRock
New York
$30.2B
4
Vanguard Group
Vanguard Group
Pennsylvania
$39.4B
5
Goldman Sachs
Goldman Sachs
New York
$1.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
3151
Compass Financial Advisors
Indiana
$257K +$257K +859 New
FWA
3152
FSC Wealth Advisors
New York
$257K +$257K +859 New
OF
3153
Outfitter Financial
Maine
$256K -$15K -50 -6%
MRWM
3154
ML&R Wealth Management
Texas
$256K +$256K +857 New
RPCONE
3155
Retirement Planning Company of New England
Rhode Island
$256K +$256K +858 New
ATWA
3156
Arbor Trust Wealth Advisors
Michigan
$255K -$4.19K -14 -2%
FM
3157
Foster & Motley
Ohio
$255K +$5.38K +18 +2%
PD
3158
Planning Directions
Pennsylvania
$254K -$1.2K -4 -0.5%
PWMG
3159
Pinnacle Wealth Management Group
Michigan
$254K – – –
CCA
3160
Clearwater Capital Advisors
Illinois
$254K +$22.4K +75 +10%
SWMP
3161
Signature Wealth Management Partners
New Jersey
$254K +$29.9K +100 +13%
BFA
3162
BMS Financial Advisors
South Dakota
$253K +$253K +847 New
FSC
3163
Full Sail Capital
Oklahoma
$252K +$252K +820 New
LFP
3164
Leeward Financial Partners
Washington
$252K +$252K +844 New
MLIC
3165
Mandatum Life Insurance Company
Finland
$251K +$9.25K +31 +4%
OTPPB
3166
Ontario Teachers' Pension Plan Board
Ontario, Canada
$251K +$251K +840 New
CB
3167
CNB Bank
Pennsylvania
$250K – – –
XS
3168
XR Securities
Illinois
$250K +$250K +835 New
WIM
3169
Westside Investment Management
California
$249K – – –
PCA
3170
Providence Capital Advisors
North Carolina
$247K -$17.6K -59 -7%
IHWM
3171
Iron Horse Wealth Management
Iowa
$247K -$599 -2 -0.2%
DACG
3172
Donor Advised Charitable Giving
California
$246K -$47.6K -159 -16%
BB
3173
Berkshire Bank
Massachusetts
$246K +$246K +822 New
CAN
3174
Claraphi Advisory Network
United States
$245K -$11.1K -37 -4%
DA
3175
Doliver Advisors
Texas
$245K – – –
125 126
127
128 129