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.

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
1
Barclays
United Kingdom
$1.75B
2
HCM
2
Himalaya Capital Management
Washington
$245M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$370M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$517M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$191M

Top Sellers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$10.6B
2
BlackRock
2
BlackRock
New York
$28.7B
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$188M
4
State Street
4
State Street
Massachusetts
$20.8B
5
VAM
5
Vontobel Asset Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
3076
Mosaic Advisors
Texas
– – -929 Closed
WCFA
3077
Walkner Condon Financial Advisors
Wisconsin
– – -920 Closed
RQS
3078
Ramsey Quantitative Systems
Kentucky
– – -910 Closed
QTM
3079
qPULA Trading Management
New York
– – -900 Closed
CCP
3080
Cassia Capital Partners
North Carolina
– – -855 Closed
JWM
3081
Jackson Wealth Management
Florida
– – -805 Closed
SWM
3082
Shakespeare Wealth Management
Wisconsin
– – -803 Closed
JAWM
3083
J. Arnold Wealth Management
Ohio
– – -780 Closed
GWAM
3084
Guardian Wealth Advisors (Minnesota)
Minnesota
– – -756 Closed
T
3085
TRUADVICE
Florida
– – -755 Closed
FWM
3086
Foresight Wealth Management
Utah
– – -750 Closed
TIM
3087
Thompson Investment Management
Wisconsin
– – -750 Closed
JPG
3088
Jordan Park Group
California
– – -742 Closed
CCA
3089
Catalyst Capital Advisors
New York
– – -740 Closed
SPA
3090
Sentinel Pension Advisors
Massachusetts
– – -737 Closed
GIM
3091
Grassi Investment Management
California
– – -726 Closed
AWP
3092
Accretive Wealth Partners
New Jersey
– – -725 Closed
FSC
3093
Full Sail Capital
Oklahoma
– – -722 Closed
SA
3094
Shilanski & Associates
Alaska
– – -721 Closed
FC
3095
Fulcrum Capital
Washington
– – -721 Closed
KFP
3096
KB Financial Partners
New Jersey
– – -679 Closed
SIA
3097
Sit Investment Associates
Minnesota
– – -658 Closed
CP
3098
Cumberland Partners
Ontario, Canada
– – -512 Closed
ACM
3099
Anfield Capital Management
California
– – -435 Closed
M1FG
3100
Mach-1 Financial Group
Arkansas
– – -413 Closed
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