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 %
ESCM
2426
Echo Street Capital Management
New York
$553K +$255K +933 +85%
EGWAG
2427
Elwood & Goetz Wealth Advisory Group
Georgia
$549K – – –
HAS
2428
HBW Advisory Services
California
$546K +$31.4K +115 +6%
LCM
2429
Leisure Capital Management
California
$545K – – –
GWM
2430
Greenhouse Wealth Management
Connecticut
$545K – – –
WI
2431
WrapManager Inc
California
$543K -$118K -434 -18%
EA
2432
Emerald Advisors
Washington
$543K +$109K +400 +25%
WFO
2433
Wealthgate Family Office
Colorado
$543K +$172K +630 +46%
AFS
2434
Access Financial Services
Minnesota
$541K -$17.2K -63 -3%
AAM
2435
Augustine Asset Management
Florida
$540K +$15.8K +58 +3%
WSCM
2436
Wellington Shields Capital Management
New York
$539K -$111K -406 -17%
AM
2437
Atwater Malick
Pennsylvania
$539K – – –
RAM
2438
Rempart Asset Management
Canada
$539K – – –
EIG
2439
Ellenbecker Investment Group
Wisconsin
$539K +$215K +790 +67%
HIS
2440
Harvest Investment Services
Illinois
$538K -$3.55K -13 -0.7%
CCG
2441
Capital CS Group
California
$538K – – –
PA
2442
Probity Advisors
Texas
$537K +$63.5K +233 +13%
APW
2443
Austin Private Wealth
Texas
$535K -$24K -88 -4%
EB
2444
Eastern Bank
Massachusetts
$534K +$13.6K +50 +3%
CGH
2445
CMG Global Holdings
Texas
$534K +$123K +450 +30%
CWA
2446
Choice Wealth Advisors
Maine
$533K +$533K +1,952 New
PWM
2447
Prentice Wealth Management
New York
$530K +$1.91K +7 +0.4%
EFL
2448
ERn Financial LLC
Wisconsin
$530K +$80.6K +295 +18%
IWA
2449
IBEX Wealth Advisors
New Jersey
$529K – – –
TF
2450
TimeScale Financial
Massachusetts
$524K – – –
96 97
98
99 100