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 %
LFPWM
2801
Leicht Financial Planning & Wealth Management
New Jersey
$262K +$2.47K +9 +1%
TNAM
2802
Terra Nova Asset Management
New York
$261K +$16.9K +62 +7%
BEC
2803
Blue Edge Capital
Virginia
$260K – – –
CPC
2804
Cookson Peirce & Co
Pennsylvania
$260K – – –
MWP
2805
MYCIO Wealth Partners
Pennsylvania
$259K – – –
SFM
2806
Signet Financial Management
New Jersey
$259K +$259K +949 New
AFG
2807
Affinia Financial Group
Massachusetts
$257K +$257K +895 New
BFWA
2808
Benchmark Financial Wealth Advisors
Florida
$255K +$10.6K +39 +4%
BEI
2809
Benjamin Edwards Inc
Missouri
$254K +$20.5K +75 +9%
WFA
2810
Wade Financial Advisory
California
$254K +$254K +932 New
CCM
2811
Carderock Capital Management
Maryland
$252K -$34.1K -125 -12%
EI
2812
Ellevest Inc
New York
$252K +$7.37K +27 +3%
ST
2813
Somerset Trust
Pennsylvania
$252K +$252K +923 New
BCM
2814
Brasada Capital Management
Texas
$251K -$35.5K -130 -12%
DC
2815
Derby & Company
Massachusetts
$251K – – –
BRG
2816
Bay Rivers Group
Virginia
$251K +$251K +920 New
RWMH
2817
Riverpoint Wealth Management Holdings
Illinois
$250K -$368K -1,348 -60%
BCAM
2818
Boston Common Asset Management
Massachusetts
$249K -$689K -2,520 -73%
MAM
2819
MMA Asset Management
Pennsylvania
$249K – – –
WCA
2820
Westover Capital Advisors
Delaware
$249K +$20.7K +76 +9%
WIM
2821
Westside Investment Management
California
$249K -$10.1K -101 -4%
COF
2822
Capital One Financial
Virginia
$248K +$7.09K +26 +3%
CICI
2823
Capital Investment Counsel Inc
North Carolina
$248K +$24.5K +90 +11%
OF
2824
Outfitter Financial
Maine
$247K -$43.7K -160 -15%
DLG
2825
Daniel L. Goodwin
$246K – – –
111 112
113
114 115