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 %
WDC
2026
Woodward Diversified Capital
California
$1.04M +$631K +2,311 +155%
BOM
2027
Bank of Marin
California
$1.03M +$57.3K +210 +6%
LWP
2028
Laurel Wealth Planning
Minnesota
$1.03M +$358K +1,311 +53%
PCM
2029
Pennsylvania Capital Management
Pennsylvania
$1.03M – – –
CNB
2030
Camden National Bank
Maine
$1.03M +$37.4K +137 +4%
WCA
2031
Windsor Creek Advisors
Vermont
$1.03M – – –
WAOTB
2032
Wealth Advisors of Tampa Bay
Florida
$1.02M – – –
FNBOH
2033
First National Bank of Hutchinson
Kansas
$1.02M +$4.37K +16 +0.4%
JMF
2034
Johnson Midwest Financial
Iowa
$1.02M +$11.2K +41 +1%
CIAS
2035
CFS Investment Advisory Services
New Jersey
$1.02M +$1.02M +3,729 New
TWM
2036
TMD Wealth Management
Arizona
$1.02M +$27.3K +100 +3%
RFN
2037
RDA Financial Network
Iowa
$1.01M -$27.3K -100 -3%
GLA
2038
Good Life Advisors
Pennsylvania
$1.01M +$200K +734 +25%
CCM
2039
Community Capital Management
Florida
$1.01M -$437K -1,600 -30%
AIL
2040
AGF Investments LLC
Ontario, Canada
$1.01M -$35.5K -130 -3%
PWMG
2041
Prestige Wealth Management Group
New Jersey
$1.01M +$5.74K +21 +0.6%
GC
2042
Gibson Capital
Pennsylvania
$1.01M +$123K +452 +14%
PFWA
2043
Paces Ferry Wealth Advisors
Georgia
$1M -$28.7K -105 -3%
LF
2044
Lantz Financial
Illinois
$1M -$7.1K -26 -0.7%
RW
2045
RVW Wealth
California
$1M -$3.37K -11 -0.3%
IP
2046
Investment Partners
Ohio
$1M – – –
NCM
2047
Noesis Capital Mangement
Florida
$999K +$18K +66 +2%
W
2048
Wealthquest
Ohio
$997K -$4.91K -18 -0.5%
LCM
2049
Logan Capital Management
Pennsylvania
$997K +$2.18K +8 +0.2%
PWA
2050
Physician Wealth Advisors
Utah
$996K -$64.5K -227 -6%
80 81
82
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