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 %
Barrow, Hanley, Mewhinney & Strauss
1026
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.81M – – –
SHWM
1027
Smith & Howard Wealth Management
Georgia
$6.81M -$625K -2,092 -8%
MBTD
1028
Mechanics Bank - Trust Department
California
$6.8M -$202K -676 -3%
GA
1029
GFS Advisors
Texas
$6.79M +$507K +1,695 +8%
JIC
1030
Joel Isaacson & Co
New York
$6.79M +$179K +600 +3%
OFG
1031
Oxford Financial Group
Indiana
$6.77M +$1.96M +6,545 +41%
Holocene Advisors
1032
Holocene Advisors
New York
$6.75M +$518K +1,731 +8%
LSAG
1033
Lake Street Advisors Group
New Hampshire
$6.74M +$119K +399 +2%
TC
1034
Telemus Capital
Michigan
$6.71M -$897 -3 -0%
WA
1035
Wealth Architects
California
$6.69M -$325K -1,086 -5%
AC
1036
Alley Company
Illinois
$6.69M +$41K +137 +0.6%
ONSWM
1037
Old North State Wealth Management
North Carolina
$6.67M +$6.67M +22,314 New
NHC
1038
Nicholas Hoffman & Company
Georgia
$6.64M +$491K +1,642 +8%
FHA
1039
First Horizon Advisors
Tennessee
$6.62M -$1.07M -3,577 -14%
HBWM
1040
Hollow Brook Wealth Management
New York
$6.62M +$2.06M +6,880 +45%
SKK
1041
Shepherd Kaplan Krochuk
Massachusetts
$6.62M -$59.8K -200 -0.9%
QI
1042
QV Investors
Alberta, Canada
$6.61M -$1.7M -5,670 -20%
TC
1043
TAGStone Capital
North Carolina
$6.61M +$6.61M +22,100 New
LCS
1044
Levin Capital Strategies
New York
$6.6M -$59.8K -200 -0.9%
PS
1045
Pensionfund Sabic
Netherlands
$6.58M – – –
MIP
1046
Marietta Investment Partners
Wisconsin
$6.57M – – –
CL
1047
Choreo LLC
Illinois
$6.57M -$492K -1,646 -7%
TFA
1048
Teamwork Financial Advisors
Texas
$6.55M -$831K -2,778 -11%
CWM
1049
Chronos Wealth Management
Florida
$6.51M -$4.49K -15 -0.1%
ACM
1050
AlphaStar Capital Management
North Carolina
$6.49M -$252K -777 -4%
40 41
42
43 44