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 %
FMN
2026
Financial Management Network
California
$1.42M -$37.7K -122 -3%
CPP
2027
Capasso Planning Partners
South Carolina
$1.42M +$1.42M +4,733 New
AAM
2028
Ascension Asset Management
New York
$1.41M -$7.48K -25 -0.5%
KWS
2029
Keystone Wealth Services
California
$1.41M +$1.41M +4,726 New
BEI
2030
Benjamin Edwards Inc
Missouri
$1.41M +$1.13M +3,792 +408%
WMP
2031
Wealth Management Partners
Arizona
$1.41M +$68.8K +244 +5%
QC
2032
Quent Capital
New York
$1.41M +$1.41M +4,712 New
IA
2033
Insight Advisors
Pennsylvania
$1.41M +$76.5K +256 +6%
RWA
2034
River Wealth Advisors
Pennsylvania
$1.41M +$68.8K +230 +5%
OCM
2035
Orleans Capital Management
Louisiana
$1.41M – – –
DA
2036
DSC Advisors
Illinois
$1.41M +$204K +683 +17%
RZH
2037
Relyea Zuckerberg Hanson
Connecticut
$1.4M +$196K +643 +16%
WFI
2038
West Family Investments
California
$1.4M -$216K -723 -13%
SIC
2039
SFE Investment Counsel
California
$1.4M – – –
WCA
2040
Waypoint Capital Advisors
Minnesota
$1.4M +$1.4M +4,687 New
OIS
2041
Okabena Investment Services
Minnesota
$1.4M +$1.4M +4,681 New
GAM
2042
Gemmer Asset Management
California
$1.4M +$23.9K +80 +2%
FFA
2043
Founders Financial Alliance
North Carolina
$1.4M +$95.7K +320 +7%
VCM
2044
Virtue Capital Management
Tennessee
$1.4M +$511K +1,709 +58%
RIS
2045
Retirement Income Solutions
Michigan
$1.39M +$5.98K +20 +0.4%
MFG
2046
Magnus Financial Group
New York
$1.39M -$2.69K -9 -0.2%
LCM
2047
LVM Capital Management
Michigan
$1.39M – – –
GC
2048
Gilbert & Cook
Iowa
$1.39M -$115K -386 -8%
MMG
2049
Monetary Management Group
Missouri
$1.39M +$23.9K +80 +2%
HRC
2050
Hoertkorn Richard Charles
$1.39M – – –
80 81
82
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