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 %
LRWA
2426
Long Run Wealth Advisors
New York
$820K +$820K +2,737 New
MCWS
2427
McKinley Carter Wealth Services
West Virginia
$819K -$74.1K -248 -8%
BCM
2428
Bienville Capital Management
New York
$819K – – –
SFP
2429
Sweet Financial Partners
Minnesota
$819K +$819K +2,738 New
FMI
2430
F/M Investments
District of Columbia
$816K – – –
AWM
2431
Aprio Wealth Management
Georgia
$814K -$1.2K -4 -0.1%
YL
2432
YCG LLC
Texas
$812K +$2.9K +97 +0.4%
FC
2433
Financial Consulate
Maryland
$810K +$78.9K +264 +11%
KFI
2434
Key Financial Inc
Pennsylvania
$809K – – –
SWM
2435
SeaCrest Wealth Management
New York
$808K -$74.1K -248 -8%
MAA
2436
Matrix Asset Advisors
New York
$808K – – –
MPIA
2437
Mountain Pacific Investment Advisers
Idaho
$808K – – –
GWA
2438
GGM Wealth Advisors
Maryland
$808K – – –
PPWM
2439
Paragon Private Wealth Management
Kentucky
$808K +$808K +2,703 New
TFF
2440
The Family Firm
Maryland
$805K -$13.4K -541 -2%
MHWM
2441
Montz Harcus Wealth Management
Louisiana
$805K +$805K +2,692 New
RA
2442
Rise Advisors
New York
$805K +$805K +2,692 New
ACA
2443
Ackerman Capital Advisors
Texas
$803K -$24.2K -81 -3%
CC
2444
Cornerstone Capital
California
$794K -$25.4K -85 -3%
EFG
2445
Everhart Financial Group
Ohio
$794K +$59.7K +200 +8%
BFA
2446
Beacon Financial Advisory
Ohio
$794K +$264K +882 +50%
WMC
2447
Westwood Management Corporation
Illinois
$792K – – –
CRWM
2448
Castle Rock Wealth Management
California
$791K -$15.3K -50 -2%
MAM
2449
Marquette Asset Management
Minnesota
$791K – – –
IC
2450
Inscription Capital
Texas
$791K – – –
96 97
98
99 100