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 %
MMG
1926
Monetary Management Group
Missouri
$1.24M +$13.6K +50 +1%
PP
1927
Prosperity Planning
Missouri
$1.24M -$546 -2 -0%
AIM
1928
Alhambra Investment Management
Florida
$1.24M – – –
PWSG
1929
Pacific Wealth Strategies Group
California
$1.24M -$4.91K -18 -0.4%
Edgewood Management
1930
Edgewood Management
Connecticut
$1.24M – – –
AFS
1931
Axiom Financial Strategies
Indiana
$1.24M – – –
KMWM
1932
Keudell/Morrison Wealth Management
Oregon
$1.24M +$2.73K +10 +0.2%
LIA
1933
LS Investment Advisors
Michigan
$1.23M – – –
RHJA
1934
Rice Hall James & Associates
California
$1.22M -$54.6K -200 -4%
CSWG
1935
Cardinal Strategic Wealth Guidance
Kentucky
$1.22M -$35.5K -130 -3%
NSAM
1936
North Star Asset Management
Wisconsin
$1.22M +$546 +2 +0%
RWA
1937
River Wealth Advisors
Pennsylvania
$1.22M +$232K +852 +24%
CPA
1938
Capital Planning Advisors
California
$1.22M – – –
GB
1939
Goepper Burkhardt
South Carolina
$1.22M -$27.3K -100 -2%
LJHT
1940
Laurie J. Hall Trustee
$1.22M – – –
WAAG
1941
Wealth Alliance Advisory Group
Kansas
$1.22M +$1.64K +6 +0.1%
FCFC
1942
First Citizens Financial Corp
Iowa
$1.22M +$41.2K +151 +4%
CW
1943
CreativeOne Wealth
Kansas
$1.21M +$37.7K +138 +3%
CCP
1944
Cardan Capital Partners
Colorado
$1.21M -$118K -431 -9%
SCA
1945
Sage Capital Advisors
South Dakota
$1.21M – – –
FFG
1946
Ford Financial Group
California
$1.2M +$139K +510 +13%
WP
1947
WealthShield Partners
North Carolina
$1.2M -$3.41M -12,489 -74%
TP
1948
Tranquility Partners
Tennessee
$1.2M +$62.3K +228 +5%
FPGK
1949
Financial Partners Group (Kansas)
Kansas
$1.2M +$30.6K +112 +3%
BBP
1950
Banco BTG Pactual
Brazil
$1.2M +$43.1K +158 +4%
76 77
78
79 80