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
ATN
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 %
ACA
2301
Affinity Capital Advisors
California
$979K – – –
SG
2302
Strid Group
Pennsylvania
$979K +$67.3K +225 +7%
TFA
2303
Tranquilli Financial Advisor
New Jersey
$973K -$24.5K -82 -2%
BONST
2304
Bank of Nova Scotia Trust
Ontario, Canada
$973K -$10.8K -36 -1%
CWG
2305
Cornerstone Wealth Group
North Carolina
$972K +$28.1K +94 +3%
KBG
2306
Kahn Brothers Group
New York
$972K – – –
DI
2307
DFPG Investments
Utah
$971K -$7.78K -25 -0.8%
TLP
2308
Trinity Legacy Partners
Texas
$971K +$139K +464 +17%
SF
2309
Symphony Financial
Texas
$968K +$263K +873 +37%
FWP
2310
Firethorn Wealth Partners
Georgia
$968K +$968K +3,237 New
LGA
2311
Lebenthal Global Advisors
New York
$967K – – –
IA
2312
IFG Advisors
Missouri
$967K – – –
CA
2313
Claro Advisors
Massachusetts
$965K +$84.6K +283 +10%
FC
2314
Family CFO
California
$965K +$965K +3,227 New
FNB
2315
Farmers National Bank
Kentucky
$964K -$60.1K -201 -6%
MCM
2316
MV Capital Management
Maryland
$963K +$22.7K +76 +2%
LCM
2317
Liberty Capital Management
Michigan
$961K – – –
BPFA
2318
Barnes Pettey Financial Advisors
Mississippi
$959K +$959K +3,206 New
KNFPWM
2319
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$956K +$956K +3,196 New
SFG
2320
Sovereign Financial Group
Connecticut
$955K +$250K +835 +35%
FIM
2321
Fernwood Investment Management
Massachusetts
$954K -$5.98K -20 -0.6%
PCMK
2322
Paragon Capital Management (Kansas)
Kansas
$954K – – –
MA
2323
MKT Advisors
California
$954K +$954K +3,085 New
FPCG
2324
Fort Pitt Capital Group
Pennsylvania
$952K -$126K -423 -12%
9WM
2325
9258 Wealth Management
Ohio
$952K +$49.4K +165 +5%
91 92
93
94 95