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 %
SW
1676
SteelPeak Wealth
California
$2.46M -$756K -2,529 -23%
WCM
1677
Whitener Capital Management
North Carolina
$2.46M +$251K +840 +11%
AR
1678
Advisory Research
Illinois
$2.46M +$179K +598 +8%
LAIC
1679
Lederer & Associates Investment Counsel
California
$2.46M +$156K +523 +7%
AC
1680
Avestar Capital
New York
$2.45M +$310K +1,036 +14%
BZWA
1681
Blue Zone Wealth Advisors
California
$2.45M +$40.7K +136 +2%
WAM
1682
Weatherly Asset Management
California
$2.45M -$263K -880 -10%
OC
1683
Oarsman Capital
Wisconsin
$2.44M -$408K -1,365 -14%
FAT
1684
First American Trust
California
$2.43M +$89.4K +299 +4%
BP
1685
BBR Partners
New York
$2.43M -$361K -1,209 -13%
CIAS
1686
Capital Investment Advisory Services
North Carolina
$2.42M -$72.4K -242 -3%
LG
1687
LaFleur & Godfrey
Michigan
$2.42M -$7.47K -25 -0.3%
WAOTB
1688
Wealth Advisors of Tampa Bay
Florida
$2.42M +$1.3M +4,352 +116%
QI
1689
Qtron Investments
Massachusetts
$2.42M – – –
SIG
1690
Sargent Investment Group
Maryland
$2.41M -$526K -1,759 -18%
CBA
1691
Coastal Bridge Advisors
Connecticut
$2.41M +$358K +1,196 +17%
ROTUOC
1692
Regents of the University of California
California
$2.41M – – –
CA
1693
Cortland Associates
Missouri
$2.4M +$187K +626 +8%
RW
1694
REDW Wealth
New Mexico
$2.4M +$15K +50 +0.6%
NA
1695
Nottingham Advisors
New York
$2.4M -$29.9K -100 -1%
CCC
1696
Crescent Capital Consulting
Louisiana
$2.4M -$250K -837 -9%
MWM
1697
Merriman Wealth Management
Washington
$2.4M +$413K +1,380 +21%
ZCA
1698
Zeke Capital Advisors
Pennsylvania
$2.39M +$514K +1,719 +27%
FAM
1699
Formidable Asset Management
Ohio
$2.38M +$12.9K +42 +0.5%
AIIMS
1700
Analyst IMS Investment Management Services
Israel
$2.38M +$19.5K +65 +0.8%
66 67
68
69 70