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 %
ASA
2826
Armstrong Shaw Associates
Connecticut
$246K – – –
IAS
2827
Investment Advisory Services
Texas
$246K – – –
DLG
2828
Daniel L. Goodwin
$246K – – –
HIM
2829
Hanlon Investment Management
New Jersey
$245K – – –
SEEDPG
2830
S.E.E.D. Planning Group
New York
$244K -$982K -3,594 -80%
GC
2831
GFG Capital
Florida
$244K -$42.3K -155 -15%
FWI
2832
Facet Wealth Inc
Maryland
$243K +$243K +889 New
OL
2833
Optas LLC
Texas
$242K -$126K -464 -34%
PCA
2834
Providence Capital Advisors
North Carolina
$242K -$69.2K -253 -22%
AWM
2835
Affinity Wealth Management
Delaware
$242K +$2.73K +10 +1%
SJIM
2836
St. Johns Investment Management
Florida
$240K – – –
BO
2837
Bank OZK
Arkansas
$238K +$238K +871 New
GPA
2838
Guidance Point Advisors
Massachusetts
$237K +$4.62K +17 +2%
PCTC
2839
Perkins Coie Trust Company
Washington
$236K -$48.3K -177 -17%
GAG
2840
GM Advisory Group
New York
$236K -$41K -150 -15%
II
2841
Ibex Investors
Colorado
$236K – – –
ATWA
2842
Arbor Trust Wealth Advisors
Michigan
$236K +$3.82K +14 +2%
NFG
2843
Northeast Financial Group
Pennsylvania
$236K – – –
MFG
2844
Menard Financial Group
Texas
$235K +$3.01K +11 +1%
HFM
2845
Harvest Fund Management
China
$234K -$48.4K -178 -17%
ACM
2846
Ayrshire Capital Management
Connecticut
$234K – – –
CWA
2847
Centennial Wealth Advisory
Michigan
$234K +$7.36K +27 +3%
IAMOG
2848
Investors Asset Management of Georgia
Georgia
$234K +$20.2K +74 +9%
CAN
2849
Claraphi Advisory Network
United States
$233K -$49.1K -180 -17%
CFSG
2850
Clark Financial Services Group
Missouri
$233K – – –
112 113
114
115 116