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.

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
1
California Public Employees Retirement System
California
$1.68B
2
State Street
2
State Street
Massachusetts
$23.2B
3
Barclays
3
Barclays
United Kingdom
$2.33B
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$316M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$616M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$6.31M
2
Gates Foundation Trust
2
Gates Foundation Trust
Washington
$10.1B
3
BlackRock
3
BlackRock
New York
$30.2B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$39.4B
5
Goldman Sachs
5
Goldman Sachs
New York
$1.35B
Name Market Value Shares Shares
Change 		Shares
Change %
JWBC
3351
John W. Brooker & Co
California
$37K 125 – –
LWA
3352
Lowe Wealth Advisors
Maryland
$36K 120 +20 +20%
NOI
3353
Newton One Investments
Delaware
$35K 117 – –
EL
3354
EMFO LLC
Florida
$33K 110 – –
TC
3355
TAP Consulting
Missouri
$33K 112 +112 New
AIA
3356
Armor Investment Advisors
North Carolina
$32K 108 +108 New
HF
3357
Halpern Financial
Virginia
$31.4K 105 +10 +11%
LAS
3358
Lloyd Advisory Services
Georgia
$31K 105 +100 +2,000%
BCM
3359
Birch Capital Management
Texas
$30K 100 – –
BC
3360
Belmont Capital
California
$30K 100 – –
AW
3361
Alaethes Wealth
Nevada
$30K 100 – –
RF
3362
Robbins Farley
New Hampshire
$30K 100 – –
MWA
3363
Miller Wealth Advisors
Colorado
$30K 100 +100 New
BCA
3364
Bray Capital Advisors
Florida
$29K 97 – –
MS
3365
Mizuho Securities
Japan
$29K 96 +1 +1%
RA
3366
Rational Advisors
New York
$25K 85 +48 +130%
CP
3367
Castleview Partners
Texas
$23.3K 6,979,856 +6,979,856 New
EIM
3368
Essex Investment Management
Massachusetts
$23K 76 – –
KA
3369
Kozak & Associates
Colorado
$22K 67 +34 +103%
SCA
3370
Stuart Chaussee & Associates
California
$16K 54 – –
HNWA
3371
Henrickson Nauta Wealth Advisors
Michigan
$16K 52 +52 New
PVH
3372
Psagot Value Holdings
Israel
$15K 50 – –
SC
3373
Schubert & Co
Texas
$15K 51 +51 New
MWC
3374
MBM Wealth Consultants
Missouri
$14K 51 – –
FGAM
3375
Financial Gravity Asset Management
Texas
$11.9K 12,403 +10,285 +486%
133 134
135
136 137