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 %
NSAM
2051
North Star Asset Management
Wisconsin
$1.38M +$42.5K +142 +3%
NAG
2052
Northstar Advisory Group
New Jersey
$1.38M +$814K +2,724 +145%
TCM
2053
Teza Capital Management
Illinois
$1.38M +$1.38M +4,603 New
PO
2054
Private Ocean
California
$1.37M -$313K -1,047 -19%
PFA
2055
Pure Financial Advisors
California
$1.37M -$271K -906 -17%
RCWM
2056
Royal Capital Wealth Management
Indiana
$1.37M +$1.37M +4,575 New
SIM
2057
Sadoff Investment Management
Wisconsin
$1.36M +$76.9K +257 +6%
PP
2058
Prosperity Planning
Missouri
$1.36M – – –
AIM
2059
Alhambra Investment Management
Florida
$1.36M – – –
WE
2060
Wealth Effects
Massachusetts
$1.36M +$1.36M +4,534 New
Edgewood Management
2061
Edgewood Management
Connecticut
$1.36M – – –
KMWM
2062
Keudell/Morrison Wealth Management
Oregon
$1.36M +$1.5K +5 +0.1%
CFRPA
2063
Castle Financial & Retirement Planning Associates
New Jersey
$1.35M +$1.35M +4,205 New
HLOC
2064
H.L. Ormond & Company
North Carolina
$1.35M +$1.35M +4,198 New
CAGAS
2065
Capital Advisory Group Advisory Services
Minnesota
$1.35M -$1.14M -3,829 -46%
AFS
2066
Axiom Financial Strategies
Indiana
$1.35M -$6.58K -22 -0.5%
AIA
2067
Angeles Investment Advisors
California
$1.35M +$42.8K +143 +3%
WA
2068
Wambolt & Associates
Colorado
$1.35M -$43.3K -145 -3%
VAM
2069
Vienna Asset Management
California
$1.35M +$1.35M +4,508 New
TP
2070
Tranquility Partners
Tennessee
$1.35M +$36.5K +122 +3%
VFPI
2071
Vantage Financial Partners (Illinois)
Illinois
$1.35M -$89.7K -300 -6%
SM
2072
SG3 Management
Puerto Rico
$1.35M +$1.35M +4,500 New
FPGK
2073
Financial Partners Group (Kansas)
Kansas
$1.35M -$25K -80 -2%
OAM
2074
Occidental Asset Management
California
$1.35M -$22.1K -74 -2%
RHJA
2075
Rice Hall James & Associates
California
$1.34M – – –
81 82
83
84 85