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 %
SAF
2251
Smith Anglin Financial
Texas
$747K -$27.8K -102 -4%
SNT
2252
Security National Trust
West Virginia
$747K – – –
FMI
2253
F/M Investments
District of Columbia
$745K – – –
AWM
2254
Aprio Wealth Management
Georgia
$744K – – –
BWM
2255
Bulltick Wealth Management
Florida
$742K -$337K -1,235 -31%
PP
2256
Patron Partners
Texas
$741K +$2.73K +10 +0.4%
KFI
2257
Key Financial Inc
Pennsylvania
$739K – – –
MAA
2258
Matrix Asset Advisors
New York
$738K – – –
MPIA
2259
Mountain Pacific Investment Advisers
Idaho
$738K – – –
GWA
2260
GGM Wealth Advisors
Maryland
$733K – – –
AWA
2261
Aaron Wealth Advisors
Illinois
$731K +$25.4K +93 +4%
AWM
2262
Accurate Wealth Management
Florida
$728K +$73.5K +264 +11%
CS
2263
Capital Square
Tennessee
$727K -$16.5K -60 -2%
LBD
2264
Landsberg Bennett & Dubbaneh
Florida
$724K -$207K -750 -22%
WMC
2265
Westwood Management Corporation
Illinois
$723K – – –
ACM
2266
Ategra Capital Management
Virginia
$723K -$47.5K -174 -6%
IC
2267
Inscription Capital
Texas
$722K -$5.3M -19,441 -88%
MAM
2268
Marquette Asset Management
Minnesota
$722K – – –
AW
2269
Avion Wealth
Texas
$722K +$13.1K +48 +2%
OPW
2270
Oxler Private Wealth
New York
$721K -$5.45K -20 -0.8%
KPWG
2271
KFA Private Wealth Group
Virginia
$720K – – –
AA
2272
Auxano Advisors
Washington
$720K – – –
FP
2273
Financial Perspectives
Minnesota
$720K – – –
PHIMC
2274
Private Harbour Investment Management & Counsel
Ohio
$718K -$75.1K -275 -9%
WA
2275
Winfield Associates
Ohio
$718K – – –
89 90
91
92 93