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 %
HR
901
Howe & Rusling
New York
$9.15M -$719K -2,406 -7%
PI
902
PEAK6 Investments
Illinois
$9.14M -$14.3M -47,687 -61%
IRF
903
IBM Retirement Fund
New York
$9.13M -$6.54M -21,880 -42%
CG
904
Caprock Group
Idaho
$9.11M +$31.1K +104 +0.3%
ST
905
Smithfield Trust
Pennsylvania
$9.09M -$5.68K -19 -0.1%
QC
906
Quadrature Capital
United Kingdom
$9.09M -$14.1M -47,256 -61%
DDC
907
DF Dent & Co
Maryland
$9.08M +$365K +1,221 +4%
WDL
908
Well Done LLC
Michigan
$9.03M -$181K -607 -2%
GC
909
Gratus Capital
Georgia
$9.02M +$2.6M +8,707 +41%
PMG
910
ProVise Management Group
Florida
$8.98M +$63.1K +211 +0.7%
SIM
911
Stratos Investment Management
Ohio
$8.96M +$122K +407 +1%
WHRC
912
W.H. Reaves & Co
New Jersey
$8.85M -$7.48K -25 -0.1%
CCP
913
Corient Capital Partners
California
$8.84M +$42.8K +143 +0.5%
LA
914
Lakeside Advisors
Washington
$8.82M +$8.82M +29,509 New
KS
915
Karpas Strategies
Connecticut
$8.78M -$15K -50 -0.2%
GFP
916
Gryphon Financial Partners
Ohio
$8.74M +$307K +1,026 +4%
PWM
917
Perigon Wealth Management
California
$8.68M +$698K +2,335 +9%
CFGS
918
Concourse Financial Group Securities
Alabama
$8.64M +$10.5K +35 +0.1%
GIM
919
Goelzer Investment Management
Indiana
$8.59M +$455K +1,521 +6%
WCF
920
West Coast Financial
California
$8.58M -$3.89K -13 -0%
B
921
Bailard
California
$8.58M -$15K -50 -0.2%
CFSG
922
Community Financial Services Group
Vermont
$8.57M +$8.57M +28,662 New
WM
923
WS Management
Florida
$8.55M +$6.71M +22,438 +364%
WKWM
924
Walter & Keenan Wealth Management
Indiana
$8.54M +$85.8K +287 +1%
WAS
925
Winch Advisory Services
Wisconsin
$8.53M +$101K +339 +1%
35 36
37
38 39