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 %
WQ
2501
Wealth Quarterback
New Jersey
$468K +$8.2K +30 +2%
PSIWM
2502
Paradigm Strategies in Wealth Management
Minnesota
$466K – – –
RPGK
2503
Retirement Planning Group (Kansas)
Kansas
$465K +$2.73K +10 +0.6%
WFA
2504
Wipfli Financial Advisors
Wisconsin
$463K – – –
CF
2505
Clarity Financial
Texas
$460K -$65.4K -240 -12%
VC
2506
Veracity Capital
Georgia
$460K +$3.55K +13 +0.8%
BCM
2507
BTC Capital Management
Iowa
$459K – – –
WFA
2508
WestHill Financial Advisors
California
$459K +$459K +1,681 New
VWM
2509
Venturi Wealth Management
Texas
$456K -$212K -775 -32%
MG
2510
Meritage Group
California
$456K +$205K +749 +81%
UWPG
2511
Ullmann Wealth Partners Group
Florida
$454K +$13.1K +48 +3%
COCM
2512
Charter Oak Capital Management
New Hampshire
$453K +$35.5K +130 +8%
OFW
2513
Omnia Family Wealth
Florida
$451K – – –
JGUA
2514
John G. Ullman & Associates
New York
$450K – – –
CMA
2515
Cedar Mountain Advisors
Oregon
$450K – – –
LSA
2516
L & S Advisors
California
$449K – – –
SSC
2517
Syverson Strege & Co
Iowa
$448K +$17.7K +65 +4%
CWP
2518
Concord Wealth Partners
Virginia
$447K -$381K -1,397 -46%
FCFC
2519
First Commonwealth Financial Corp
Pennsylvania
$447K -$6.83K -25 -2%
SFP
2520
Shepherd Financial Partners
Massachusetts
$445K -$52.6K -193 -11%
BAMG
2521
Brand Asset Management Group
Missouri
$442K -$2.73K -10 -0.6%
TAM
2522
Trillium Asset Management
Massachusetts
$442K +$101K +369 +29%
TBNY
2523
Trustco Bank (New York)
New York
$441K – – –
CTB
2524
Country Trust Bank
Illinois
$441K – – –
BB
2525
Bell Bank
North Dakota
$440K – – –
99 100
101
102 103