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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 %
HPIA
3201
Hamilton Point Investment Advisors
North Carolina
$230K +$230K +769 New
GF
3202
Goodman Financial
Texas
$230K +$230K +770 New
APP
3203
Alpha Paradigm Partners
Illinois
$229K +$184K +616 +408%
SFG
3204
Steward Financial Group
Texas
$229K +$229K +767 New
WEPOG
3205
Wealth Enhancement & Preservation of GA
Georgia
$228K – – –
WLPWM
3206
Walled Lake Planning & Wealth Management
Illinois
$228K – – –
EARNEST Partners
3207
EARNEST Partners
Georgia
$227K -$42.5K -142 -16%
HA
3208
HFG Advisors
Ohio
$227K +$227K +758 New
GA
3209
Gateway Advisory
New Jersey
$226K -$95.8K -321 -30%
PAM
3210
Peninsula Asset Management
Florida
$226K – – –
EI
3211
Ellevest Inc
New York
$225K -$51.2K -171 -19%
EAM
3212
Empirical Asset Management
Massachusetts
$225K +$225K +753 New
PA
3213
Prism Advisors
California
$224K – – –
FA
3214
Financial Advantage
Maryland
$224K – – –
Mawer Investment Management
3215
Mawer Investment Management
Alberta, Canada
$224K – – –
NWM
3216
NEIRG Wealth Management
Massachusetts
$224K +$224K +749 New
MFA
3217
Morling Financial Advisors
California
$222K +$222K +741 New
NW
3218
Naviter Wealth
Arkansas
$222K +$222K +741 New
MWM
3219
Maripau Wealth Management
Indiana
$221K +$221K +691 New
AWP
3220
Accretive Wealth Partners
New Jersey
$221K +$221K +738 New
ACMA
3221
Arbor Capital Management (Alaska)
Alaska
$221K +$221K +739 New
LPWM
3222
Lake Point Wealth Management
Texas
$220K -$6.58K -22 -3%
AIM
3223
Axiom Investment Management
New York
$220K – – –
SRSA
3224
S.R. Schill & Associates
Washington
$219K – – –
SA
3225
Scarborough Advisors
Maryland
$219K +$219K +734 New
127 128
129
130 131