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 %
CSM
2526
CAMG Solamere Management
North Carolina
$439K – – –
AGA
2527
Accuvest Global Advisors
Utah
$439K +$96.8K +355 +28%
VAM
2528
Verity Asset Management
North Carolina
$437K -$257K -943 -37%
RB
2529
Rodgers Brothers
Pennsylvania
$437K – – –
VWM
2530
Valley Wealth Managers
New Jersey
$436K -$36.6K -134 -8%
DLHL
2531
Donald L. Hagan LLC
Florida
$436K – – –
NFSG
2532
Newbridge Financial Services Group
Florida
$435K +$2.73K +10 +0.6%
DDPIC
2533
Deroy & Devereaux Private Investment Counsel
Michigan
$434K – – –
SW
2534
StrongBox Wealth
Missouri
$433K -$2.73K -10 -0.6%
MM
2535
Meridian Management
Arkansas
$432K – – –
LBC
2536
Lawrence B. Cohen
$431K -$61.4K -225 -12%
CWA
2537
Carolina Wealth Advisors
South Carolina
$431K – – –
MHR
2538
Matthew Hamilton Rosenberg
$431K +$24K +88 +6%
TF
2539
TRH Financial
Iowa
$430K – – –
T
2540
TrueFG
Texas
$430K – – –
BMA
2541
Brooks Moore & Associates
Tennessee
$430K – – –
AGA
2542
Arkos Global Advisors
Texas
$430K – – –
RP
2543
Rowlandmiller & Partners
Georgia
$429K – – –
HWA
2544
Heritage Way Advisors
Illinois
$428K – – –
ABP
2545
Arthur B. Page
$427K -$136K -500 -24%
BCP
2546
Berkeley Capital Partners
Georgia
$424K – – –
ETI
2547
Enterprise Trust & Investment
California
$423K – – –
CAM
2548
Campion Asset Management
Virginia
$422K -$13.7K -50 -3%
CHA
2549
Cooper/Haims Advisors
New York
$422K – – –
HAFS
2550
Hapanowicz & Associates Financial Services
Pennsylvania
$422K – – –
100 101
102
103 104