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 %
IFAM
2151
Institutional & Family Asset Management
Colorado
$867K +$64.2K +235 +8%
CG
2152
CFO4Life Group
Texas
$867K +$141K +516 +19%
AF
2153
Affiance Financial
Minnesota
$866K – – –
GTCM
2154
Gyon Technologies Capital Management
New Jersey
$865K -$174K -637 -17%
SFG
2155
Summit Financial Group
West Virginia
$864K – – –
CWG
2156
Cornerstone Wealth Group
North Carolina
$861K -$28.9K -106 -3%
WDG
2157
Wealth Dimensions Group
Ohio
$861K +$189K +694 +28%
SCM
2158
Stevens Capital Management
Pennsylvania
$859K -$80.5K -295 -9%
MCM
2159
MV Capital Management
Maryland
$858K +$30.8K +113 +4%
KCM
2160
Kathmere Capital Management
Pennsylvania
$857K -$24K -88 -3%
NJBEST
2161
New Jersey Better Educational Savings Trust
New Jersey
$857K – – –
TI
2162
tru Independence
Oregon
$856K +$856K +3,138 New
DWM
2163
Dorchester Wealth Management
Quebec, Canada
$855K +$12.3K +45 +1%
IWN
2164
Independent Wealth Network
Iowa
$855K +$855K +2,961 New
CCC
2165
Chelsea Counsel Company
California
$854K – – –
GBT
2166
Grove Bank & Trust
Florida
$854K +$22.6K +83 +3%
PWAG
2167
Polaris Wealth Advisory Group
California
$854K +$59.7K +211 +8%
SWIG
2168
Strategic Wealth Investment Group
Kentucky
$854K +$174K +637 +26%
Balyasny Asset Management
2169
Balyasny Asset Management
Illinois
$854K +$230K +844 +37%
IWA
2170
Inspirion Wealth Advisors
Illinois
$853K -$20.5K -75 -2%
HSWM
2171
Hubbell Strickland Wealth Management
Louisiana
$853K +$27.3K +100 +3%
CA
2172
Commerzbank Aktiengesellschaft
Germany
$853K +$27.3K +100 +3%
SHGA
2173
Sand Hill Global Advisors
California
$852K -$128K -470 -13%
GSAM
2174
Grant Street Asset Management
Pennsylvania
$851K – – –
PG
2175
Proffitt & Goodson
Tennessee
$851K – – –
85 86
87
88 89