BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,014 hedge funds and large institutions have $233B invested in Berkshire Hathaway Class B in 2021 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 1,184 increasing their positions, 1,166 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,014
Holders Change
-29
Holders Change %
-0.95%
% of All Funds
52.93%
Holding in Top 10
459
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.65%
% of All Funds
8.06%
New
106
Increased
1,184
Reduced
1,166
Closed
93
Calls
$5.79B
Puts
$4.52B
Net Calls
+$1.27B
Net Calls Change
+$626M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$291M
2
HCM
Himalaya Capital Management
Washington
+$245M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$234M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$217M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$185M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.36B
2
BlackRock
BlackRock
New York
-$708M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$638M
4
State Street
State Street
Massachusetts
-$612M
5
VAM
Vontobel Asset Management
New York
-$432M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
2476
Tower Wealth Partners
Pennsylvania
$491K – – –
WAOI
2477
Wealth Advisors of Iowa
Iowa
$491K +$45.2K +368 +10%
KOMWMG
2478
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$490K -$792K -2,906 -62%
CWM
2479
Campbell Wealth Management
Virginia
$490K – – –
STC
2480
Sarah T. Connolly
$490K – – –
JWS
2481
Juncture Wealth Strategies
Arizona
$489K -$67.8K -248 -12%
KLWA
2482
Kelly Lawrence W & Associates
California
$489K – – –
DE
2483
Day & Ennis
Georgia
$489K +$185K +678 +61%
HFS
2484
HBC Financial Services
Washington
$488K – – –
CTA
2485
Chesley Taft & Associates
Illinois
$486K -$131K -480 -21%
TWP
2486
Tempus Wealth Planning
California
$486K – – –
HWM
2487
Hemington Wealth Management
Virginia
$485K +$9.83K +36 +2%
WFAG
2488
Wescott Financial Advisory Group
Pennsylvania
$485K +$41.7K +153 +9%
BFA
2489
Beacon Financial Advisory
Ohio
$484K +$273 +1 +0.1%
MIM
2490
Merrion Investment Management
New Jersey
$482K – – –
PIA
2491
Powell Investment Advisors
Florida
$479K – – –
CCA
2492
Column Capital Advisors
Indiana
$478K -$139K -509 -23%
MS
2493
Madden Securities
Texas
$477K -$223K -815 -32%
ER
2494
Enlightenment Research
Florida
$475K +$475K +1,739 New
WPC
2495
White Pine Capital
Minnesota
$474K – – –
JFGLC
2496
Johnson Financial Group LLC (Colorado)
Colorado
$473K -$6.27K -23 -1%
FA
2497
Faithward Advisors
Pennsylvania
$472K -$25.9K -95 -5%
CWM
2498
Cedar Wealth Management
California
$471K +$28.1K +103 +6%
CAM
2499
Crestone Asset Management
Colorado
$468K -$5.46K -20 -1%
BIM
2500
Bridgecreek Investment Management
Oklahoma
$468K – – –
98 99
100
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