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 %
BWL
2576
Bogart Wealth LLC
Virginia
$405K +$10.9K +40 +3%
AL
2577
ADE LLC
Maryland
$404K – – –
RFO
2578
RiverGlades Family Offices
Florida
$403K – – –
MA
2579
MBA Advisors
Pennsylvania
$402K – – –
CIAS
2580
CBIZ Investment Advisory Services
Ohio
$402K -$410K – –
4WM
2581
44 Wealth Management
Oregon
$401K -$2.18K -8 -0.5%
1IA
2582
1834 Investment Advisors
Wisconsin
$401K +$10.4K +38 +3%
RWA
2583
Roberts Wealth Advisors
California
$401K +$401K +1,469 New
SFG
2584
SevenBridge Financial Group
Pennsylvania
$400K +$3.27K +12 +0.8%
ERWM
2585
Elk River Wealth Management
Colorado
$400K +$5.73K +21 +1%
RRCM
2586
Rappaport Reiches Capital Management
Illinois
$398K – – –
JWM
2587
JGP Wealth Management
Oregon
$398K +$10.9K +40 +3%
ML
2588
McAdam LLC
Pennsylvania
$397K -$7.1K -26 -2%
BAM
2589
Boyar Asset Management
New York
$397K – – –
CWM
2590
CCG Wealth Management
California
$397K – – –
BI
2591
Blooom Inc
Kansas
$397K +$3.58K +62 +0.9%
SAM
2592
Sawgrass Asset Management
Florida
$395K -$16.6K -61 -4%
HWMA
2593
Heritage Wealth Management (Arizona)
Arizona
$395K – – –
BWM
2594
BNC Wealth Management
Oregon
$394K -$16.9K -62 -4%
VWA
2595
VERITY Wealth Advisors
United States
$394K – – –
WAS
2596
WESPAC Advisors SoCal
California
$393K +$393K +1,415 New
GAB
2597
German American Bancorp
Indiana
$392K -$31.4K -115 -7%
CWM
2598
Curi Wealth Management
North Carolina
$391K – – –
IC
2599
Iconiq Capital
California
$390K – – –
AWM
2600
Act Wealth Management
Texas
$390K – – –
102 103
104
105 106