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 %
SA
1526
SRH Advisors
Kansas
$3.1M -$179K -600 -5%
LIA
1527
LBMC Investment Advisors
Tennessee
$3.1M -$44.9K -150 -1%
WWM
1528
Windsor Wealth Management
Indiana
$3.09M -$263K -852 -8%
Fuller & Thaler Asset Management
1529
Fuller & Thaler Asset Management
California
$3.09M -$448K -1,500 -13%
AFP
1530
Ausdal Financial Partners
Iowa
$3.09M +$299K +999 +11%
DWT
1531
Dorsey & Whitney Trust
South Dakota
$3.09M +$61.3K +205 +2%
SDH
1532
Sloy Dahl & Holst
Washington
$3.08M – – –
SCG
1533
Sonata Capital Group
Washington
$3.07M -$59.8K -200 -2%
PGWM
1534
Parisi Gray Wealth Management
New Jersey
$3.07M +$40.7K +136 +1%
OIM
1535
Orca Investment Management
Oregon
$3.07M -$49.3K -165 -2%
RBFC
1536
Roman Butler Fullerton & Co
Missouri
$3.07M +$20.9K +70 +0.7%
BSA
1537
Bull Street Advisors
Georgia
$3.06M +$14.9K +50 +0.5%
TSWM
1538
Triangle Securities Wealth Management
North Carolina
$3.06M +$6.88K +23 +0.2%
VA
1539
Valmark Advisers
Ohio
$3.05M -$118K -394 -4%
VC
1540
Vicus Capital
Pennsylvania
$3.05M +$3.05M +9,525 New
MFS
1541
Mirabella Financial Services
United Kingdom
$3.04M +$3.04M +10,158 New
BOPW
1542
Brandywine Oak Private Wealth
Pennsylvania
$3.03M -$57.7K -193 -2%
TSS
1543
Thomas Story & Son
Indiana
$3.03M -$324K -1,084 -10%
GWSG
1544
GPS Wealth Strategies Group
Colorado
$3.03M -$40.4K -135 -1%
UWM
1545
Udine Wealth Management
Florida
$3.02M +$3.02M +10,112 New
AG
1546
Ascent Group
Virginia
$3.02M +$3.02M +9,894 New
FC
1547
Forte Capital
New York
$3.01M -$410K -1,371 -12%
RHDIC
1548
R.H. Dinel Investment Counsel
California
$3.01M – – –
PWA
1549
Phoenix Wealth Advisors
North Carolina
$3M -$93.9K -314 -3%
BBHBI
1550
B, B, H, & B Inc
Alabama
$3M -$14.9K -50 -0.5%
60 61
62
63 64