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 %
LBC
3176
Lawrence B. Cohen
$243K -$228K -765 -48%
FF
3177
Friedenthal Financial
New Jersey
$242K – – –
JSA
3178
Jacobson & Schmitt Advisors
Wisconsin
$241K – – –
SPI
3179
Santori & Peters Inc
Pennsylvania
$241K +$597 +2 +0.2%
IBOK
3180
Independence Bank of Kentucky
Kentucky
$241K +$47.5K +159 +25%
MIOT
3181
Massachusetts Institute of Technology
Massachusetts
$241K +$241K +805 New
JWM
3182
Jackson Wealth Management
Florida
$241K +$241K +805 New
HAIM
3183
Hunter Associates Investment Management
Pennsylvania
$239K -$222K -743 -48%
HCM
3184
Hilton Capital Management
New York
$239K -$7.47K -25 -3%
NME
3185
Notis-McConarty Edward
$239K – – –
1CP
3186
17 Capital Partners
Arizona
$239K – – –
AWM
3187
Avondale Wealth Management
Texas
$239K +$74.7K +250 +45%
MS
3188
Madden Securities
Texas
$238K -$284K -950 -54%
BCCM
3189
Bridge Creek Capital Management
Massachusetts
$238K -$1.49K -5 -0.6%
CCM
3190
Chiron Capital Management
Florida
$238K – – –
SAM
3191
Stone Asset Management
Texas
$237K +$237K +791 New
QC
3192
QCM Cayman
Texas
$236K +$236K +790 New
JG
3193
Jefferies Group
New York
$234K -$2.88M -9,620 -92%
ACM
3194
Alamar Capital Management
California
$234K -$90.8K -303 -28%
GWM
3195
Grand Wealth Management
Michigan
$234K +$234K +784 New
KWA
3196
Kellett Wealth Advisors
Ohio
$232K +$232K +775 New
MWA
3197
MFA Wealth Advisors
Pennsylvania
$231K – – –
MWC
3198
MKD Wealth Coaches
Michigan
$231K +$231K +772 New
BC
3199
Barnett & Company
Tennessee
$230K – – –
BFAG
3200
Blackston Financial Advisory Group
Florida
$230K +$230K +768 New
126 127
128
129 130