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
+$506M
2
State Street
State Street
Massachusetts
+$420M
3
Barclays
Barclays
United Kingdom
+$412M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$281M
5
ATN
AMF Tjänstepension
Sweden
+$272M

Top Sellers

1
TIA
Traphagen Investment Advisors
New Jersey
-$4.52B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.49B
3
BlackRock
BlackRock
New York
-$1.21B
4
Vanguard Group
Vanguard Group
Pennsylvania
-$388M
5
Goldman Sachs
Goldman Sachs
New York
-$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOPW
576
Live Oak Private Wealth
North Carolina
$20.9M +$174K +583 +0.8%
CWM
577
Cabot Wealth Management
Massachusetts
$20.8M +$167K +560 +0.8%
RGC
578
Roberts, Glore & Co
Illinois
$20.7M +$153K +513 +0.7%
CAM
579
Close Asset Management
United Kingdom
$20.6M +$606K +2,028 +3%
FCH
580
Freestone Capital Holdings
Washington
$20.6M +$2.2M +7,349 +12%
AL
581
Aspiriant LLC
California
$20.6M +$632K +2,114 +3%
SBWIC
582
Schaper Benz & Wise Investment Counsel
Wisconsin
$20.6M -$90.9K -304 -0.4%
KCM
583
Kanawha Capital Management
Virginia
$20.5M -$54.4K -182 -0.3%
BFO
584
Boston Family Office
Massachusetts
$20.5M +$138K +462 +0.7%
CCT
585
Country Club Trust
Missouri
$20.5M +$1.21M +4,019 +6%
FSCM
586
Front Street Capital Management
Montana
$20.4M +$556K +2,093 +3%
KFA
587
Kelleher Financial Advisors
New York
$20.4M +$420K +1,404 +2%
AWM
588
Altium Wealth Management
New York
$20.3M +$703K +2,350 +4%
WBG
589
Wharton Business Group
Pennsylvania
$20.3M +$20.3M +67,747 New
EWA
590
Exencial Wealth Advisors
Oklahoma
$20.2M -$2.24M -7,493 -10%
BWAM
591
Boyd Watterson Asset Management
Ohio
$20.2M – – –
ACM
592
Advisors Capital Management
New Jersey
$20.2M +$1.12M +3,731 +6%
RIL
593
Rothschild Investment LLC
Illinois
$19.8M -$106K -354 -0.5%
Cetera Investment Advisers
594
Cetera Investment Advisers
Illinois
$19.7M -$794K -2,655 -4%
MRCM
595
M&R Capital Management
New Jersey
$19.7M -$128K -427 -0.6%
AFG
596
Albion Financial Group
Utah
$19.7M -$327K -1,093 -2%
AJ
597
Ashburton (Jersey)
Jersey
$19.6M +$254K +848 +1%
MGIA
598
Moneta Group Investment Advisors
Missouri
$19.6M +$1.02M +3,408 +5%
DCM
599
Dupont Capital Management
Delaware
$19.4M -$8.88M -29,685 -31%
BCI
600
Brinker Capital Investments
Pennsylvania
$19.3M +$338K +1,130 +2%
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