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 %
AIP
1926
Almanack Investment Partners
Pennsylvania
$1.7M -$7.78K -26 -0.5%
JAFL
1927
Jay A. Fishman Ltd
Michigan
$1.69M – – –
SIC
1928
SJS Investment Consulting
Ohio
$1.69M +$1.69M +5,647 New
RW
1929
Rede Wealth
Virginia
$1.68M +$9.87K +33 +0.6%
MWM
1930
Mattern Wealth Management
Kansas
$1.67M -$21.2K -71 -1%
RFA
1931
Resurgent Financial Advisors
Georgia
$1.66M +$1.66M +5,556 New
GP
1932
Girard Partners
Pennsylvania
$1.66M -$22.4K -75 -1%
NQWM
1933
Northwest Quadrant Wealth Management
Oregon
$1.65M +$150K +500 +10%
PFGIA
1934
Patriot Financial Group Insurance Agency
Massachusetts
$1.65M -$676K -2,260 -29%
NAS
1935
Nicolet Advisory Services
Wisconsin
$1.65M -$125K -419 -7%
NGA
1936
Naples Global Advisors
Florida
$1.64M – – –
SAS
1937
Sanford Advisory Services
Michigan
$1.64M +$4.79K +16 +0.3%
DBRC
1938
D.B. Root & Company
Pennsylvania
$1.64M -$20.3K -68 -1%
FEG
1939
Financial Enhancement Group
Indiana
$1.64M +$64.6K +216 +4%
QPWM
1940
Quadrant Private Wealth Management
Pennsylvania
$1.63M – – –
GSWM
1941
Golden State Wealth Management
California
$1.63M +$20.6K +69 +1%
BAM
1942
Baldrige Asset Management
Pennsylvania
$1.63M -$21.5K -72 -1%
GCM
1943
G2 Capital Management
Ohio
$1.63M +$1.63M +5,441 New
RWA
1944
Redhawk Wealth Advisors
Minnesota
$1.63M +$5.38K +18 +0.3%
AFG
1945
Arkansas Financial Group
Arkansas
$1.62M – – –
ED
1946
Exane Derivatives
France
$1.62M +$92.4K +309 +6%
MA
1947
Modus Advisors
Minnesota
$1.62M -$36.8K -123 -2%
AA
1948
Addison Advisors
Vermont
$1.61M +$1.3M +4,351 +415%
IIL
1949
Insight Inv LLC
California
$1.61M +$1.61M +5,381 New
TWA
1950
Tillar-Wenstrup Advisors
Ohio
$1.61M +$331K +1,108 +26%
76 77
78
79 80