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 %
CNC
2776
Citizens & Northern Corp
Pennsylvania
$273K -$5.46K -20 -2%
NOCM
2777
Night Owl Capital Management
Connecticut
$273K – – –
JA
2778
JVL Associates
Michigan
$273K +$38.5K +141 +16%
PFA
2779
Plotkin Financial Advisors
Maryland
$273K +$54.6K +200 +25%
VFM
2780
Vivid Financial Management
California
$272K -$80.1K -293 -23%
MA
2781
MJP Associates
Connecticut
$271K -$11.7K -43 -4%
SFPG
2782
Stonebridge Financial Planning Group
Florida
$271K – – –
FAN
2783
Financial Advisors Network
California
$271K +$6.02K +21 +2%
TVWM
2784
Tower View Wealth Management
Wisconsin
$270K +$68.2K +250 +34%
APC
2785
Aspire Private Capital
North Carolina
$268K -$27.3K -100 -9%
DACG
2786
Donor Advised Charitable Giving
California
$268K – – –
NCM
2787
Nelson Capital Management
California
$267K – – –
RA
2788
Rodgers & Associates
Pennsylvania
$267K +$27.2K +100 +11%
DP
2789
Divergent Planning
Maryland
$266K – – –
HFS
2790
Howard Financial Services
Texas
$266K +$7.37K +27 +3%
CWM
2791
CMH Wealth Management
New Hampshire
$265K +$265K +970 New
GWMIA
2792
Global Wealth Management Investment Advisory
Florida
$263K – – –
BFP
2793
Briaud Financial Planning
Texas
$263K – – –
FIM
2794
FWL Investment Management
Texas
$262K -$47.8K -175 -15%
RWM
2795
RBA Wealth Management
California
$262K -$31.1K -114 -11%
FFA
2796
Fi3 Financial Advisors
Indiana
$262K -$5.19K -19 -2%
GCMG
2797
Gyroscope Capital Management Group
Florida
$262K – – –
SWAG
2798
Spectrum Wealth Advisory Group
California
$262K – – –
WOC
2799
West Oak Capital
California
$262K – – –
MHC
2800
Meyer Handelman Company
New York
$262K – – –
110 111
112
113 114