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
1
Barclays
United Kingdom
$1.75B
2
HCM
2
Himalaya Capital Management
Washington
$245M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$370M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$517M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$1.07B

Top Sellers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$10.6B
2
BlackRock
2
BlackRock
New York
$28.7B
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$188M
4
State Street
4
State Street
Massachusetts
$20.8B
5
VAM
5
Vontobel Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
2751
IRON Financial
Illinois
$287K +$24.3K +89 +9%
AA
2752
Addison Advisors
Vermont
$286K +$1.64K +6 +0.6%
HA
2753
Harborview Advisors
Maine
$286K +$70.4K +258 +33%
CMI
2754
Clare Market Investments
Texas
$285K -$81.3K -298 -22%
AWA
2755
AmeriServ Wealth Advisors
Pennsylvania
$285K -$29.7K -109 -9%
BMD
2756
Better Money Decisions
New Mexico
$285K +$45K +165 +19%
AP
2757
Americana Partners
Texas
$284K +$284K +1,041 New
CFG
2758
CKW Financial Group
Hawaii
$283K – – –
DW
2759
Domani Wealth
Pennsylvania
$282K +$547 +2 +0.2%
PIM
2760
Provident Investment Management
Michigan
$281K – – –
WA
2761
Wealthstar Advisors
Texas
$281K +$48.9K +179 +21%
SFA
2762
Source Financial Advisors
New York
$279K +$3.82K +14 +1%
TCWA
2763
Ten Capital Wealth Advisors
Washington
$278K -$2.66M -9,743 -91%
TS
2764
Tamar Securities
California
$278K +$818 +3 +0.3%
MGI
2765
MayTech Global Investments
New York
$277K – – –
MC
2766
Miramar Capital
Illinois
$277K – – –
PAA
2767
Peregrine Asset Advisers
Oregon
$277K +$27.3K +100 +11%
AWM
2768
Accel Wealth Management
Iowa
$276K -$25.1K -92 -8%
JHCP
2769
Jackson Hole Capital Partners
Oklahoma
$276K +$276K +1,011 New
AFM
2770
Andesa Financial Management
Pennsylvania
$275K -$275K -1,009 -50%
KFS
2771
Kaizen Financial Strategies
California
$275K +$275K +1,007 New
WFMPM
2772
Woodley Farra Manion Portfolio Management
Indiana
$274K – – –
LC
2773
Lavaca Capital
Texas
$274K – – –
VFIC
2774
Valley Forge Investment Consultants
Pennsylvania
$273K -$86.7K -318 -24%
CIS
2775
Connors Investor Services
Pennsylvania
$273K -$13.7K -50 -5%
109 110
111
112 113