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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

989 hedge funds and large institutions have $45.1B invested in Berkshire Hathaway Class A in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 119 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
-13
Holders Change %
-1.3%
% of All Funds
17.37%
Holding in Top 10
97
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.9%
% of All Funds
1.7%
New
39
Increased
74
Reduced
119
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$118M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$107M
3
EVM
Eaton Vance Management
Massachusetts
+$82.6M
4
Victory Capital Management
Victory Capital Management
Texas
+$65.8M
5
Ameriprise
Ameriprise
Minnesota
+$27.2M

Top Sellers

1
BIM
Barton Investment Management
Pennsylvania
-$407M
2
TAM
Troy Asset Management
United Kingdom
-$226M
3
VAM
Vontobel Asset Management
New York
-$212M
4
BlackRock
BlackRock
New York
-$93M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$51M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMA
701
Brooks Moore & Associates
Tennessee
$823K – – –
WCM
702
WealthBridge Capital Management
Ohio
$823K – – –
LC
703
Lindbrook Capital
California
$823K – – –
SRC
704
Sage Rhino Capital
California
$823K – – –
OAM
705
Occidental Asset Management
California
$823K – – –
RWM
706
RBA Wealth Management
California
$823K – – –
ZF
707
Zhang Financial
Michigan
$823K – – –
PBC
708
Pavion Blue Capital
California
$823K – – –
SHWM
709
Silicon Hills Wealth Management
Texas
$823K – – –
XF
710
XML Financial
Maryland
$823K – – –
3F
711
360 Financial
Minnesota
$823K – – –
RPWA
712
Regent Peak Wealth Advisors
Georgia
$823K – – –
WQ
713
Wealth Quarterback
New Jersey
$823K – – –
LWAC
714
Laurel Wealth Advisors (California)
California
$823K +$412K +1 +100%
CAC
715
Certified Advisory Corp
Florida
$823K +$412K +1 +100%
FSA
716
Fort Sheridan Advisors
Illinois
$823K +$412K +1 +100%
FHA
717
First Horizon Advisors
Tennessee
$823K +$823K +2 New
KTA
718
Keeley-Teton Advisors
Illinois
$823K +$823K +2 New
Los Angeles Capital Management
719
Los Angeles Capital Management
California
$823K +$823K +2 New
CGPCS
720
Capital Group Private Client Services
California
$823K +$823K +2 New
FMC
721
First Merchants Corp
Indiana
$823K +$823K +2 New
WHG
722
Westwood Holdings Group
Texas
$823K +$823K +2 New
TF
723
Tompkins Financial
New York
$823K +$823K +2 New
HCA
724
Harbour Capital Advisors
Virginia
$823K +$823K +2 New
SFG
725
Summit Financial Group
West Virginia
$823K +$823K +2 New
27 28
29
30 31