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 %
PIM
2626
Progressive Investment Management
Oregon
$371K – – –
ACP
2627
Aveo Capital Partners
Colorado
$371K +$10.4K +38 +3%
BBWA
2628
Bell & Brown Wealth Advisors
California
$371K +$371K +1,358 New
BE
2629
Bonness Enterprises
District of Columbia
$368K – – –
ACM
2630
Alethea Capital Management
Washington
$368K – – –
OFG
2631
Omega Financial Group
California
$368K – – –
IIM
2632
Ipswich Investment Management
Massachusetts
$368K – – –
SIA
2633
Strategic Investment Advisors
Michigan
$366K +$7.1K +26 +2%
DR
2634
Davis Rea
Ontario, Canada
$365K – – –
Loomis, Sayles & Company
2635
Loomis, Sayles & Company
Massachusetts
$365K +$236K +863 +182%
BCMO
2636
Buckingham Capital Management (Ohio)
Ohio
$364K -$360K -1,319 -50%
FA
2637
FC Advisory
Pennsylvania
$364K – – –
CL
2638
COWA LLC
Oklahoma
$364K – – –
CL
2639
CSS LLC
Illinois
$364K – – –
SCM
2640
SKBA Capital Management
California
$363K – – –
MAM
2641
Marotta Asset Management
Virginia
$362K +$6.55K +24 +2%
MWM
2642
Maltin Wealth Management
New Jersey
$361K – – –
SP
2643
SWS Partners
Ohio
$360K – – –
IAP
2644
Indie Asset Partners
Indiana
$360K – – –
BDFN
2645
Bond & Devick Financial Network
Minnesota
$359K – – –
WCM
2646
Wealthcare Capital Management
Virginia
$356K -$1.91K -7 -0.5%
SFP
2647
Sandbox Financial Partners
Maryland
$356K – – –
CFG
2648
Compton Financial Group
Maryland
$355K – – –
MFT
2649
Moisand Fitzgerald Tamayo
Florida
$354K – – –
CCM
2650
Cohen Capital Management
California
$353K – – –
104 105
106
107 108