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 %
ODIJL
2401
One Day In July LLC
Vermont
$855K +$855K +2,860 New
Balyasny Asset Management
2402
Balyasny Asset Management
Illinois
$854K -$81.6K -273 -9%
HA
2403
Herold Advisors
New York
$852K -$59.8K -200 -7%
TFO
2404
Tarbox Family Office
California
$852K -$897 -3 -0.1%
TCWM
2405
Total Clarity Wealth Management
Illinois
$850K – – –
HWA
2406
HHM Wealth Advisors
Tennessee
$848K – – –
TCM
2407
Triumph Capital Management
Colorado
$846K – – –
OHU
2408
Odey Holdings (UK)
United Kingdom
$844K – – –
KWM
2409
Keebeck Wealth Management
Illinois
$843K – – –
RHAM
2410
Round Hill Asset Management
California
$842K -$7.48K -25 -0.9%
MFGM
2411
Marshall Financial Group (Maryland)
Maryland
$840K -$5.39K -18 -0.6%
SAF
2412
Smith Anglin Financial
Texas
$838K +$19.7K +66 +2%
NCM
2413
Northwest Capital Management
Oregon
$836K +$148K +470 +22%
JLBC
2414
J.L. Bainbridge & Co
Florida
$833K -$3.89K -13 -0.5%
SHFA
2415
SC&H Financial Advisors
Maryland
$832K +$832K +2,781 New
MSCM
2416
McElhenny Sheffield Capital Management
Texas
$831K +$115K +383 +16%
ONST
2417
Old North State Trust
North Carolina
$831K +$586K +1,958 +239%
BMC
2418
Beaton Management Company
Massachusetts
$829K -$17.3K -58 -2%
AIA
2419
Allied Investment Advisors
Montana
$828K +$5.38K +18 +0.7%
CS
2420
Capital Square
Tennessee
$828K +$10.8K +35 +1%
PPW
2421
Pasadena Private Wealth
California
$824K +$94.2K +315 +13%
SIC
2422
Samalin Investment Counsel
New York
$822K -$1.79K -6 -0.2%
PWM
2423
PBMares Wealth Management
Virginia
$821K – – –
AFG
2424
Alterity Financial Group
Maine
$821K +$821K +2,745 New
DFA
2425
DHJJ Financial Advisors
Illinois
$820K +$88.5K +296 +12%
95 96
97
98 99