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 %
HAIM
2551
Hunter Associates Investment Management
Pennsylvania
$421K – – –
RVPG
2552
Relative Value Partners Group
$420K -$10.9K -40 -3%
WCWM
2553
Wooster Corthell Wealth Management
Connecticut
$420K +$3.01K +11 +0.7%
CG
2554
Corundum Group
Colorado
$420K +$18K +66 +4%
CAM
2555
Costello Asset Management
Pennsylvania
$419K – – –
CP
2556
Capital Planning
Washington
$416K – – –
WLIM
2557
White Lighthouse Investment Management
Massachusetts
$415K -$180K -660 -30%
AIFAIM
2558
American Institute for Advanced Investment Management
Arizona
$415K -$13.6K -50 -3%
CC
2559
Corsicana & Co
Texas
$413K -$182K -667 -31%
HCP
2560
Hexagon Capital Partners
Arkansas
$413K -$2.46K -9 -0.6%
AHC
2561
Adell Harriman & Carpenter
Texas
$413K – – –
CIC
2562
Cutler Investment Counsel
Oregon
$412K +$97.2K +356 +31%
SIC
2563
Shoker Investment Counsel
Ohio
$410K -$27.2K -100 -6%
LWMM
2564
Legacy Wealth Management (Mississippi)
Mississippi
$409K +$21.8K +80 +6%
EF
2565
Empowered Funds
Pennsylvania
$409K -$133K -488 -25%
SAM
2566
Selway Asset Management
$409K – – –
FFG
2567
Fortem Financial Group
California
$409K – – –
BIA
2568
Bell Investment Advisors
California
$409K +$409K +1,497 New
TC
2569
Toews Corporation
New Jersey
$409K +$409K +1,500 New
LBA
2570
Lowell Blake & Associates
Massachusetts
$408K – – –
FSWA
2571
Financial Synergies Wealth Advisors
Texas
$407K +$4.37K +16 +1%
PPWM
2572
PFG Private Wealth Management
Florida
$407K – – –
FA
2573
Fermata Advisors
California
$406K +$72.1K +264 +22%
FWM
2574
Filbrandt Wealth Management
Wisconsin
$405K -$88.6K -325 -18%
TFGT
2575
TS Financial Group (TSFG)
Illinois
$405K – – –
101 102
103
104 105