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 %
HWM
2451
Hohimer Wealth Management
Washington
$522K – – –
UBV
2452
United Bank (Virginia)
Virginia
$520K -$164K -600 -24%
IAA
2453
Ironsides Asset Advisors
North Carolina
$520K +$131K +480 +34%
EA
2454
Eclectic Associates
California
$519K -$819 -3 -0.2%
BG
2455
Bollard Group
Massachusetts
$519K – – –
GWM
2456
Gitterman Wealth Management
New Jersey
$519K – – –
OWA
2457
One Wealth Advisors
California
$517K +$13.9K +51 +3%
AWAP
2458
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$515K +$273 +1 +0.1%
NAG
2459
Northstar Advisory Group
New Jersey
$514K -$1.07M -3,929 -68%
SPAS
2460
Spectrum Planning & Advisory Services
California
$514K – – –
FBC
2461
Fairfield, Bush & Co
Connecticut
$514K – – –
EWM
2462
Executive Wealth Management
Michigan
$514K +$54.5K +200 +12%
VCG
2463
Vantage Consulting Group
Virginia
$509K +$24.6K +90 +5%
GM
2464
GeoWealth Management
Illinois
$506K -$8.19K -30 -2%
GCC
2465
Game Creek Capital
Massachusetts
$505K -$921K -3,375 -65%
MTC
2466
McDaniel Terry & Co
Texas
$505K -$40.9K -150 -7%
DAM
2467
Diamant Asset Management
Connecticut
$504K +$504K +1,845 New
APC
2468
Asset Planning Corporation
Tennessee
$502K +$122K +449 +32%
TA
2469
TruWealth Advisors
Louisiana
$501K +$214K +783 +74%
SWM
2470
Sugarloaf Wealth Management
Georgia
$500K – – –
PS
2471
Portfolio Strategies
New York
$499K -$2.3M -8,403 -82%
ACM
2472
AUA Capital Management
Pennsylvania
$498K – – –
BI
2473
Ballast Inc
Kentucky
$496K +$3.27K +12 +0.7%
SQA
2474
Simon Quick Advisors
New Jersey
$493K +$144K +530 +41%
SLWA
2475
San Luis Wealth Advisors
California
$493K +$493K +1,807 New
97 98
99
100 101