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 %
JSW
2001
Journey Strategic Wealth
New Jersey
$1.47M +$1.47M +4,915 New
CA
2002
Corrado Advisors
New Jersey
$1.47M -$92.3K -220 -6%
SC
2003
SRB Corp
Massachusetts
$1.47M -$326K -1,092 -18%
TSS
2004
Two Sigma Securities
New York
$1.47M +$1.47M +4,899 New
PT
2005
Plimoth Trust
Massachusetts
$1.46M +$71.8K +240 +5%
NL
2006
NVWM LLC
Pennsylvania
$1.46M +$54.4K +182 +4%
CANY
2007
Caxton Associates (New York)
New York
$1.46M -$1.08M -3,597 -42%
HR
2008
Hardy Reed
Mississippi
$1.46M – – –
HCMG
2009
Howard Capital Management Group
California
$1.46M – – –
CW
2010
CreativeOne Wealth
Kansas
$1.46M +$130K +434 +10%
FC
2011
Farley Capital
New York
$1.46M -$87.6K -293 -6%
CA
2012
Continuum Advisory
Idaho
$1.45M -$10.2K -34 -0.7%
PNAA
2013
Pictet North America Advisors
Switzerland
$1.45M – – –
SCA
2014
Sippican Capital Advisors
Massachusetts
$1.45M -$673K -2,250 -32%
P
2015
&Partners
Tennessee
$1.45M -$117K -391 -7%
VCM
2016
Versant Capital Management
Arizona
$1.44M +$48.4K +162 +3%
CP
2017
Camelot Portfolios
Ohio
$1.44M -$623K -2,083 -30%
HBT
2018
Hills Bank & Trust
Iowa
$1.44M -$30.8K -103 -2%
CC
2019
Capital Counsel
New York
$1.44M -$7.47K -25 -0.5%
PSB
2020
Piscataqua Savings Bank
New Hampshire
$1.44M – – –
FPFS
2021
First Personal Financial Services
North Carolina
$1.44M +$23.3K +78 +2%
OPCM
2022
Osborne Partners Capital Management
California
$1.44M -$23.9K -80 -2%
RIM
2023
Redwood Investment Management
Arizona
$1.43M -$5.75M -19,231 -80%
CFS
2024
Cannon Financial Strategists
Georgia
$1.43M +$13.5K +45 +1%
IAS
2025
IMA Advisory Services
Colorado
$1.42M – – –
79 80
81
82 83