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 %
NEGWA
2676
New England Guild Wealth Advisors
Connecticut
$337K – – –
CL
2677
CIM LLC
New York
$337K – – –
EI
2678
Ethic Inc
New York
$337K +$337K +1,233 New
OWA
2679
Outlook Wealth Advisors
Texas
$335K +$1.64K +6 +0.5%
NIM
2680
NuWave Investment Management
New Jersey
$333K +$66.1K +242 +25%
MWPCG
2681
Measured Wealth Private Client Group
New Hampshire
$331K -$9.82K -36 -3%
BFG
2682
Barber Financial Group
Kansas
$330K -$31.6K -116 -9%
GHAM
2683
Gilman Hill Asset Management
Connecticut
$330K +$47.8K +175 +17%
HCA
2684
Harbour Capital Advisors
Virginia
$329K -$13.7K -50 -4%
AWM
2685
AAF Wealth Management
Massachusetts
$329K +$329K +1,205 New
CFG
2686
CMC Financial Group
Georgia
$328K – – –
HBT
2687
Heartland Bank & Trust
Illinois
$325K -$1.22M -4,480 -79%
FC
2688
FORA Capital
Florida
$324K -$4.11M -15,064 -93%
RF
2689
RHS Financial
California
$323K – – –
HWA
2690
Heartwood Wealth Advisors
Virginia
$323K +$6.55K +24 +2%
OGF
2691
Orin Green Financial
California
$321K – – –
PCA
2692
Private Capital Advisors
Connecticut
$321K – – –
MWM
2693
McNaughton Wealth Management
California
$321K +$15.8K +58 +5%
ZAM
2694
Zevin Asset Management
Massachusetts
$320K -$32.7K -120 -9%
AHB
2695
Abner Herrman & Brock
New Jersey
$320K +$4.63K +17 +1%
PCA
2696
Peddock Capital Advisors
Massachusetts
$319K -$24.9K -91 -7%
BC
2697
Brio Consultants
California
$319K – – –
TF
2698
TLWM Financial
Texas
$319K +$96.2K +350 +43%
FFWM
2699
Future Financial Wealth Management
Ohio
$318K – – –
RFM
2700
Royal Fund Management
Florida
$318K – – –
106 107
108
109 110