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 %
NC
951
NovaPoint Capital
Georgia
$6.83M +$2.14M +7,841 +46%
FSA
952
Franklin Street Advisors
North Carolina
$6.83M -$7.94M -29,089 -54%
BCM
953
Brookstone Capital Management
Illinois
$6.83M +$84.5K +304 +1%
HFS
954
Hantz Financial Services
Michigan
$6.82M +$1.04M +3,823 +18%
GP
955
Geneva Partners
Wisconsin
$6.82M +$118K +421 +2%
IWM
956
IHT Wealth Management
Illinois
$6.81M -$898K -3,291 -12%
VWA
957
V Wealth Advisors
Kansas
$6.81M +$59.2K +217 +0.9%
SHWM
958
Smith & Howard Wealth Management
Georgia
$6.79M -$120K -439 -2%
TFA
959
Teamwork Financial Advisors
Texas
$6.73M +$667K +2,445 +11%
FIM
960
Freedom Investment Management
Connecticut
$6.73M +$260K +951 +4%
HCM
961
Highlander Capital Management
New Jersey
$6.73M -$136K -500 -2%
PAS
962
Park Avenue Securities
New York
$6.71M +$440K +1,611 +7%
SWA
963
SOA Wealth Advisors
New York
$6.69M +$178K +654 +3%
ZF
964
Zhang Financial
Michigan
$6.68M +$451K +1,652 +7%
ANTB
965
AMG National Trust Bank
Colorado
$6.65M +$112K +410 +2%
FAIM
966
Financial Advocates Investment Management
Washington
$6.64M -$696K -2,551 -9%
SC
967
Savant Capital
Illinois
$6.64M -$381K -1,397 -5%
NAM
968
NorthCoast Asset Management
Connecticut
$6.64M +$1.94M +7,116 +41%
MSAM
969
Moloney Securities Asset Management
Missouri
$6.63M +$130K +476 +2%
HWM
970
HFR Wealth Management
New York
$6.61M +$230K +843 +4%
EF
971
Empirical Finance
Pennsylvania
$6.6M +$367K +1,346 +6%
CC
972
Codex Capital
New York
$6.58M – – –
BS
973
Banco Santander
Spain
$6.57M -$221K -808 -3%
FI
974
Financial Insights
Washington
$6.57M +$59.5K +218 +0.9%
RIM
975
Redwood Investment Management
Arizona
$6.55M +$1.1M +4,041 +20%
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