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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 %
BIA
3226
Bell Investment Advisors
California
$218K -$229K -767 -51%
CWM
3227
Cordatus Wealth Management
Pennsylvania
$218K +$218K +730 New
SIAG
3228
Safeguard Investment Advisory Group
California
$217K -$23K -77 -10%
AA
3229
Axiom Advisory
California
$217K +$217K +726 New
GIM
3230
Grassi Investment Management
California
$217K +$217K +726 New
MAG
3231
Mayfair Advisory Group
Alabama
$216K +$216K +697 New
PFA
3232
Pinnacle Family Advisors
Missouri
$216K +$216K +721 New
FAFN
3233
First Affirmative Financial Network
Colorado
$216K +$216K +724 New
CMI
3234
Clare Market Investments
Texas
$216K -$97.2K -325 -31%
MAM
3235
McCarthy Asset Management
California
$215K – – –
MW
3236
Milestone Wealth
New York
$215K +$215K +719 New
RWM
3237
Reston Wealth Management
Virginia
$214K +$214K +716 New
CIP
3238
Capital Insight Partners
Arizona
$214K +$214K +717 New
FRA
3239
Front Row Advisors
California
$213K -$1.79K -6 -0.8%
APWA
3240
Atlas Private Wealth Advisors
New Jersey
$213K – – –
KCM
3241
Kornitzer Capital Management
Kansas
$212K -$41.8K -140 -16%
PWM
3242
Purus Wealth Management
California
$211K +$211K +705 New
RWM
3243
Refined Wealth Management
Utah
$211K +$211K +706 New
CAM
3244
CenterStar Asset Management
Illinois
$210K – – –
TC
3245
Tenret Company
Florida
$210K +$210K +703 New
MIM
3246
Montgomery Investment Management
Maryland
$210K +$210K +704 New
GWAM
3247
Guardian Wealth Advisors (Minnesota)
Minnesota
$210K +$210K +704 New
MFG
3248
Menard Financial Group
Texas
$209K -$48.5K -162 -19%
OPWM
3249
Oxinas Partners Wealth Management
Indiana
$209K +$209K +700 New
MTWM
3250
Masso Torrence Wealth Management
New Jersey
$209K +$209K +700 New
128 129
130
131 132