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
AT
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 %
WOSD
1276
WFA of San Diego
California
$4.53M +$143K +479 +3%
MFA
1277
Mayflower Financial Advisors
Massachusetts
$4.53M +$284K +951 +7%
BFPW
1278
BOK Financial Private Wealth
Colorado
$4.5M +$1.39M +4,663 +45%
CWC
1279
Carolinas Wealth Consulting
North Carolina
$4.49M +$111K +370 +3%
D
1280
Drystone
Virginia
$4.49M +$4.49M +15,005 New
BRCM
1281
Bright Rock Capital Management
Massachusetts
$4.49M – – –
BFC
1282
Blue Fin Capital
Rhode Island
$4.48M -$35K -117 -0.8%
PAM
1283
Pegasus Asset Management
New York
$4.48M +$149K +497 +3%
QCMNJ
1284
Quantum Capital Management (New Jersey)
New Jersey
$4.47M +$40.4K +135 +0.9%
HWA
1285
Hillcrest Wealth Advisors
New Jersey
$4.47M -$449K -1,500 -9%
WA
1286
Waddell & Associates
Tennessee
$4.46M +$120K +400 +3%
CFFP
1287
Center for Financial Planning
Michigan
$4.46M -$144K -483 -3%
BHTS
1288
Bar Harbor Trust Services
Maine
$4.45M -$10.8K -36 -0.2%
KWA
1289
KCS Wealth Advisory
California
$4.45M +$186K +622 +4%
MHIC
1290
Marble Harbor Investment Counsel
Massachusetts
$4.45M +$479K +1,602 +12%
BTWM
1291
Baker Tilly Wealth Management
Wisconsin
$4.44M +$401K +1,341 +10%
DI
1292
DAGCO Inc
Ohio
$4.44M -$106K -354 -2%
KPW
1293
Kore Private Wealth
New York
$4.43M -$618K -2,068 -12%
PFM
1294
Parsec Financial Management
North Carolina
$4.41M -$7.77K -26 -0.2%
CGA
1295
Crescent Grove Advisors
Illinois
$4.41M +$2.31M +7,739 +110%
JFGIW
1296
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.41M +$448K +1,500 +11%
YWP
1297
YorkBridge Wealth Partners
New York
$4.4M +$598 +2 +0%
SBIA
1298
Sheaff Brock Investment Advisors
Indiana
$4.39M +$82.2K +275 +2%
ARC
1299
Advisor Resource Council
Texas
$4.39M +$1.54M +5,160 +54%
CCT
1300
Capital City Trust
Florida
$4.38M +$110K +367 +3%
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