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 %
MA
1501
MONECO Advisors
Connecticut
$3.23M -$116K -367 -3%
BL
1502
Balentine LLC
Georgia
$3.23M +$832K +2,782 +35%
BIM
1503
Barton Investment Management
Pennsylvania
$3.22M -$8.97K -30 -0.3%
ACA
1504
Atlas Capital Advisors
Wyoming
$3.21M – – –
MWA
1505
Meridian Wealth Advisors
Texas
$3.21M -$19.1K -64 -0.6%
JFA
1506
JNBA Financial Advisors
Minnesota
$3.2M +$51.4K +172 +2%
FCB
1507
First Command Bank
Texas
$3.2M – – –
IIC
1508
Integrated Investment Consultants
Michigan
$3.19M -$500K -1,673 -14%
HC
1509
Hourglass Capital
Texas
$3.19M -$149K -500 -4%
XSC
1510
X-Square Capital
Puerto Rico
$3.19M +$5.96K +20 +0.2%
MG
1511
Mather Group
Illinois
$3.18M +$176K +588 +6%
AFA
1512
Abacus FCF Advisors
Florida
$3.17M – – –
HFM
1513
Hartford Financial Management
Connecticut
$3.17M -$4.49K -15 -0.1%
CCFCSB
1514
Cape Cod Five Cents Savings Bank
Massachusetts
$3.16M -$140K -469 -4%
FMBTD
1515
First Midwest Bank Trust Division
Illinois
$3.15M +$375K +1,255 +14%
PFA
1516
Professional Financial Advisors
Nebraska
$3.14M -$24.8K -83 -0.8%
LA
1517
Legacy Advisors
Pennsylvania
$3.14M +$3.14M +10,500 New
PG
1518
Pendal Group
Australia
$3.13M – – –
PHIC
1519
Pine Haven Investment Counsel
Massachusetts
$3.12M +$3.12M +10,448 New
BDF
1520
Balasa Dinverno & Foltz
$3.12M +$56.2K +188 +2%
IFWM
1521
Institute for Wealth Management
Colorado
$3.11M -$288K -962 -8%
TC
1522
Trust Company
Kansas
$3.11M -$599K -2,003 -16%
STA
1523
Summit Trail Advisors
New York
$3.11M -$322K -1,077 -9%
LC
1524
Lindbrook Capital
California
$3.11M +$1.64M +5,486 +112%
GSWM
1525
Greenup Street Wealth Management
Michigan
$3.11M +$3.11M +10,397 New
59 60
61
62 63