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
$1.75B
2
HCM
Himalaya Capital Management
Washington
$245M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$370M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$517M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.07B

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$10.6B
2
BlackRock
BlackRock
New York
$28.7B
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$188M
4
State Street
State Street
Massachusetts
$20.8B
5
VAM
Vontobel Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VRM
2601
Vectors Research Management
New York
$388K -$2.73K -10 -0.7%
HC
2602
HNP Capital
New York
$388K -$2.73K -10 -0.7%
MIC
2603
Meridian Investment Counsel
California
$386K -$43.6K -160 -10%
BAM
2604
Bellevue Asset Management
Washington
$386K -$2.48K -9 -0.6%
SAI
2605
Systematic Alpha Investments
New Jersey
$386K +$386K +1,346 New
FAM
2606
Flaharty Asset Management
Florida
$385K -$164K -600 -30%
F
2607
F3Logic
Minnesota
$385K +$385K +1,409 New
RWG
2608
Ratio Wealth Group
Colorado
$385K +$53K +194 +16%
FA
2609
Financial Advisors
Massachusetts
$384K – – –
RPG
2610
Resource Planning Group
Georgia
$383K -$101K -370 -21%
SHA
2611
Seneca House Advisors
Virginia
$383K +$73.6K +270 +24%
AC
2612
Arjuna Capital
North Carolina
$383K +$105K +383 +38%
CCFM
2613
Clear Creek Financial Management
Washington
$382K -$2.88M -10,558 -88%
ME
2614
McIlrath & Eck
Washington
$381K -$9.83K -36 -3%
DWM
2615
Defined Wealth Management
Oregon
$381K – – –
SCP
2616
Silverleafe Capital Partners
Tennessee
$381K +$10.4K +38 +3%
BA
2617
BCM Advisors
Louisiana
$381K +$141K +500 +59%
CAM
2618
Cidel Asset Management
Ontario, Canada
$380K – – –
AFAS
2619
Acorn Financial Advisory Services
Virginia
$378K -$458K -1,684 -55%
GIM
2620
Guild Investment Management
California
$377K – – –
MCIA
2621
Mountain Capital Investment Advisors
Colorado
$376K – – –
NL
2622
Navalign LLC
California
$373K -$13.6K -50 -4%
RSS
2623
Rosenblum Silverman Sutton
California
$372K – – –
DPI
2624
Diversified Portfolios Inc
Michigan
$372K – – –
JEST
2625
JTC Employer Solutions Trustee
Jersey
$372K – – –
103 104
105
106 107