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 %
VCM
1901
Vivaldi Capital Management
Illinois
$1.77M +$93.3K +312 +6%
TW
1902
TrinityPoint Wealth
Connecticut
$1.76M -$59.8K -200 -3%
B
1903
Barings
North Carolina
$1.76M +$893K +2,987 +103%
LRIA
1904
Leonard Rickey Investment Advisors
Washington
$1.75M +$4.48K +15 +0.3%
MI
1905
Markston International
New York
$1.75M -$417K -1,396 -19%
JSL
1906
JT Stratford LLC
Georgia
$1.75M +$897 +3 +0.1%
FWM
1907
Fairhaven Wealth Management
Illinois
$1.74M -$47K -157 -3%
CIP
1908
Convergence Investment Partners
Florida
$1.74M -$58K -194 -3%
TA
1909
Tectonic Advisors
Texas
$1.74M -$34.7K -116 -2%
SAM
1910
Steinberg Asset Management
New York
$1.74M -$241K -806 -12%
EC
1911
Enhancing Capital
Pennsylvania
$1.73M +$1.73M +5,797 New
AAS
1912
Annex Advisory Services
Wisconsin
$1.73M +$538K +1,798 +45%
HCM
1913
Hall Capital Management
Rhode Island
$1.73M -$142K -475 -8%
TRIA
1914
Trail Ridge Investment Advisors
Colorado
$1.72M +$1.72M +5,753 New
SL
1915
Stevard LLC
Illinois
$1.72M – – –
SIMG
1916
Sonora Investment Management Group
Arizona
$1.72M +$1.72M +5,750 New
BIP
1917
Blueprint Investment Partners
North Carolina
$1.72M +$720K +2,407 +72%
WSC
1918
Wellington Shields & Co
New York
$1.72M +$199K +665 +13%
WCG
1919
Weaver Consulting Group
California
$1.71M -$36.8K -123 -2%
SA
1920
SL Advisors
New Jersey
$1.71M -$15.5K -52 -0.9%
BAM
1921
Blueshift Asset Management
New Jersey
$1.71M -$2.64M -8,821 -61%
IF
1922
Intrua Financial
Texas
$1.71M -$43.6K -146 -2%
SCM
1923
Southport Capital Management
Tennessee
$1.71M +$546K +1,826 +47%
PAMP
1924
Polar Asset Management Partners
Ontario, Canada
$1.7M +$190K +634 +13%
RHBC
1925
R.H. Bluestein & Co
Michigan
$1.7M +$179K +600 +12%
75 76
77
78 79