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 %
CAGAS
1576
Capital Advisory Group Advisory Services
Minnesota
$2.28M -$175K -640 -7%
TLCM
1577
Twin Lakes Capital Management
California
$2.28M -$9.28K -34 -0.4%
AMC
1578
Asset Management Corp
Illinois
$2.28M -$40.9K -150 -2%
WGAM
1579
Wilkinson Global Asset Management
New York
$2.27M -$151K -555 -6%
AA
1580
Aufman Associates
Pennsylvania
$2.27M -$16.4K -60 -0.7%
PWS
1581
Paragon Wealth Strategies
Florida
$2.26M -$6.55K -24 -0.3%
IMA
1582
Investment Management Associates
Colorado
$2.25M -$44.8K -164 -2%
CFS
1583
CRA Financial Services
New Jersey
$2.25M +$13.1K +48 +0.6%
LG
1584
LaFleur & Godfrey
Michigan
$2.22M +$901K +3,300 +68%
NA
1585
Nottingham Advisors
New York
$2.22M – – –
JAG
1586
Journey Advisory Group
Kentucky
$2.22M -$926K -3,391 -29%
SG
1587
Stonnington Group
California
$2.21M -$357K -1,255 -14%
PWMAG
1588
Pinnacle Wealth Management Advisory Group
New Jersey
$2.21M +$8.73K +32 +0.4%
QI
1589
Qtron Investments
Massachusetts
$2.21M – – –
BZWA
1590
Blue Zone Wealth Advisors
California
$2.2M -$4.64K -17 -0.2%
CTFG
1591
Capstone Triton Financial Group
Oklahoma
$2.2M +$18.6K +64 +0.9%
ROTUOC
1592
Regents of the University of California
California
$2.2M – – –
ACM
1593
Ashford Capital Management
Delaware
$2.19M -$140K -513 -6%
VFA
1594
Voya Financial Advisors
Connecticut
$2.19M -$8.87K -32 -0.4%
BL
1595
Balentine LLC
Georgia
$2.19M +$1.38M +5,062 +172%
DWM
1596
Dakota Wealth Management
Florida
$2.18M +$804K +2,945 +58%
RW
1597
REDW Wealth
New Mexico
$2.18M – – –
PWPS
1598
Pinnacle Wealth Planning Services
Ohio
$2.17M +$31.4K +115 +1%
CAWM
1599
Capital Advisors Wealth Management
Washington
$2.16M +$189K +693 +10%
AIIMS
1600
Analyst IMS Investment Management Services
Israel
$2.15M -$55.9K -205 -3%
62 63
64
65 66