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
$1.75B
2
HCM
Himalaya Capital Management
Washington
$245M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$370M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$517M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.07B

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$10.6B
2
BlackRock
BlackRock
New York
$28.7B
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$188M
4
State Street
State Street
Massachusetts
$20.8B
5
VAM
Vontobel Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
2651
USAdvisors Wealth Management
Minnesota
$352K – – –
RPA
2652
Rock Point Advisors
Vermont
$352K – – –
RCA
2653
Ranch Capital Advisors
Florida
$352K +$4.1K +15 +1%
C1AG
2654
Client 1st Advisory Group
Florida
$352K +$14.2K +52 +4%
CWP
2655
CFM Wealth Partners
Texas
$351K – – –
FWP
2656
Falcon Wealth Planning
California
$351K +$351K +1,285 New
AIA
2657
Alera Investment Advisors
Illinois
$350K -$2.73K -10 -0.8%
CRIG
2658
Charter Research & Investment Group
Connecticut
$350K – – –
RWRC
2659
R.W. Roge & Company
New York
$348K – – –
FVCM
2660
F&V Capital Management
Florida
$347K – – –
CPC
2661
Consolidated Planning Corp
Georgia
$346K – – –
SMG
2662
Smart Money Group
Texas
$345K -$119K -436 -26%
MPPLM
2663
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$343K – – –
HI
2664
Human Investing
Oregon
$343K +$4.1K +15 +1%
DCM
2665
Driehaus Capital Management
Illinois
$342K +$15K +55 +5%
CM
2666
Cornerstone Management
Georgia
$341K -$49.1K -180 -13%
DAC
2667
Dividend Assets Capital
South Carolina
$340K – – –
WCWM
2668
Willow Creek Wealth Management
California
$339K – – –
RC
2669
RBF Capital
California
$339K – – –
TIM
2670
Total Investment Management
Arizona
$339K – – –
ACM
2671
Avalon Capital Management
California
$339K +$339K +1,241 New
GF
2672
Gries Financial
Ohio
$338K -$424K -1,553 -56%
WWP
2673
Waypoint Wealth Partners
California
$338K – – –
JWM
2674
Janiczek Wealth Management
Colorado
$338K +$30.8K +113 +10%
RIG
2675
Renaissance Investment Group
Massachusetts
$337K -$1.36K -5 -0.4%
105 106
107
108 109