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 %
APG
1876
Abacus Planning Group
South Carolina
$1.81M -$77.4K -259 -4%
AWP
1877
Abacus Wealth Partners
California
$1.81M +$598 +2 +0%
EWS
1878
Evergreen Wealth Solutions
Pennsylvania
$1.81M +$1.81M +6,036 New
GWM
1879
Greenwich Wealth Management
Connecticut
$1.8M +$50.2K +168 +3%
MFS
1880
Madrona Financial Services
Washington
$1.8M -$61.6K -206 -3%
GWM
1881
GSB Wealth Management
Connecticut
$1.8M +$1.8M +6,026 New
TAM
1882
Tealwood Asset Management
Minnesota
$1.8M -$178K -596 -9%
PTC
1883
Provident Trust Company
Wisconsin
$1.8M – – –
TCM
1884
Tufton Capital Management
Maryland
$1.8M +$10.5K +35 +0.6%
OWIM
1885
Old West Investment Management
California
$1.8M +$58.9K +197 +3%
EGM
1886
Engineers Gate Manager
New York
$1.8M +$605K +2,023 +51%
FCM
1887
Firestone Capital Management
Florida
$1.8M +$269K +900 +18%
BCC
1888
Biglari Capital Corp
Texas
$1.79M – – –
JWM
1889
Jupiter Wealth Management
Colorado
$1.79M +$28.4K +95 +2%
BWM
1890
BCS Wealth Management
Tennessee
$1.79M +$334K +1,118 +23%
FA
1891
Fiducient Advisors
Illinois
$1.79M +$285K +954 +19%
GA
1892
Geller Advisors
New York
$1.78M -$3.89K -13 -0.2%
AWC
1893
Adamsbrown Wealth Consultants
Kansas
$1.78M +$1.78M +5,952 New
TB
1894
Treynor Bancshares
Iowa
$1.78M +$1.78M +5,954 New
LWA
1895
Lineweaver Wealth Advisors
Ohio
$1.78M -$19.1K -64 -1%
TAM
1896
Townsend Asset Management
North Carolina
$1.77M – – –
GGS
1897
Galvin Gaustad & Stein
Arizona
$1.77M -$48.7K -163 -3%
MCM
1898
Monarch Capital Management
Indiana
$1.77M – – –
BMCM
1899
Bryn Mawr Capital Management
Pennsylvania
$1.77M +$5.68K +19 +0.3%
SWM
1900
Sendero Wealth Management
Texas
$1.77M +$1.77M +5,907 New
74 75
76
77 78