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 %
KTA
2376
Keeley-Teton Advisors
Illinois
$884K – – –
AA
2377
Advisory Alpha
Michigan
$883K +$213K +712 +32%
EF
2378
Empowered Funds
Pennsylvania
$881K +$432K +1,446 +96%
BC
2379
Burleson & Co
California
$881K +$549K +1,835 +165%
AA
2380
Auxano Advisors
Washington
$876K +$87.3K +292 +11%
SF
2381
SBK Financial
Virginia
$876K +$876K +2,930 New
BCM
2382
Boltwood Capital Management
California
$875K – – –
AWM
2383
Aevitas Wealth Management
Massachusetts
$875K – – –
YWS
2384
Yarger Wealth Strategies
Ohio
$872K +$872K +2,916 New
BWA
2385
Bordeaux Wealth Advisors
California
$871K +$227K +758 +35%
BP
2386
BCK Partners
New York
$870K – – –
CSS
2387
Cubist Systematic Strategies
Connecticut
$869K -$850K -2,845 -49%
CFA
2388
CWS Financial Advisors
Michigan
$863K +$863K +2,886 New
LF
2389
LifeSteps Financial
California
$861K -$19.1K -64 -2%
SSA
2390
South Street Advisors
New York
$861K – – –
VAG
2391
VisionPoint Advisory Group
Texas
$861K +$3.78K +12 +0.4%
HSWM
2392
Hubbell Strickland Wealth Management
Louisiana
$860K -$74.8K -250 -8%
FDS
2393
First Dallas Securities
Texas
$860K -$44.9K -150 -5%
EA
2394
Elm Advisors
California
$860K – – –
HFS
2395
Heritage Financial Services
Massachusetts
$860K +$860K +2,877 New
RWB
2396
RMR Wealth Builders
New Jersey
$859K – – –
FW
2397
FirstPurpose Wealth
Utah
$859K +$859K +2,872 New
CMP
2398
Courage Miller Partners
Virginia
$858K – – –
JIP
2399
JBJ Investment Partners
South Carolina
$857K +$37.4K +125 +5%
PP
2400
Patron Partners
Texas
$857K +$44.8K +150 +6%
94 95
96
97 98