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 %
MSAM
976
Moloney Securities Asset Management
Missouri
$7.6M +$339K +1,133 +5%
AC
977
Annandale Capital
Texas
$7.58M +$855K +2,859 +13%
PA
978
Profund Advisors
Maryland
$7.56M -$153K -510 -2%
IWC
979
Integrated Wealth Concepts
Massachusetts
$7.55M -$18.8K -63 -0.2%
VWA
980
V Wealth Advisors
Kansas
$7.54M +$79.8K +267 +1%
RMAM
981
Raab & Moskowitz Asset Management
New Jersey
$7.53M +$22.4K +75 +0.3%
RA
982
Riverstone Advisors
Texas
$7.49M +$113K +340 +2%
JRP
983
Jasper Ridge Partners
California
$7.49M – – –
SYBT
984
Stock Yards Bank & Trust
Kentucky
$7.49M +$483K +1,614 +7%
HWM
985
HFR Wealth Management
New York
$7.47M +$230K +768 +3%
TPCW
986
TD Private Client Wealth
New York
$7.46M +$496K +1,659 +7%
AWA
987
Arete Wealth Advisors
Illinois
$7.46M +$464K +1,546 +7%
HCM
988
Highlander Capital Management
New Jersey
$7.43M +$59.8K +200 +0.8%
WG
989
Welch Group
Alabama
$7.43M +$1.2M +4,000 +19%
SWA
990
SOA Wealth Advisors
New York
$7.36M +$1.2K +4 +0%
BFM
991
Boston Financial Management
Massachusetts
$7.29M -$268K -896 -4%
JFGLC
992
Johnson Financial Group LLC (Colorado)
Colorado
$7.27M +$6.75M +22,590 +1,303%
LFAS
993
Level Four Advisory Services
Texas
$7.26M +$2.3M +7,699 +46%
RCAG
994
Rehmann Capital Advisory Group
Michigan
$7.25M -$1.86M -6,232 -20%
CC
995
Codex Capital
New York
$7.21M – – –
ZF
996
Zhang Financial
Michigan
$7.2M -$119K -398 -2%
FAIM
997
Financial Advocates Investment Management
Washington
$7.19M -$85.5K -286 -1%
HWM
998
Heirloom Wealth Management
Colorado
$7.18M +$7.18M +23,643 New
CEI
999
Clark Estates Inc
New York
$7.18M – – –
GAM
1000
Grandview Asset Management
Pennsylvania
$7.18M +$7.18M +23,996 New
38 39
40
41 42