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 %
PD
2851
Planning Directions
Pennsylvania
$233K +$9.56K +35 +4%
KCM
2852
Kornitzer Capital Management
Kansas
$232K -$355K -1,300 -60%
CA
2853
Centerpoint Advisors
Massachusetts
$232K -$34.1K -125 -13%
NEIRG
2854
New England Investment & Retirement Group
Massachusetts
$232K -$273 -1 -0.1%
PWMG
2855
Pinnacle Wealth Management Group
Michigan
$232K – – –
SVCF
2856
Silicon Valley Community Foundation
California
$231K +$49.9K +183 +28%
IUHSA
2857
Itau Unibanco Holding S.A.
Brazil
$231K +$217K +797 +1,594%
SCM
2858
Seascape Capital Management
New Hampshire
$229K -$273 -1 -0.1%
CB
2859
CNB Bank
Pennsylvania
$228K -$40.9K -150 -15%
FM
2860
Foster & Motley
Ohio
$228K – – –
TA
2861
Townsend & Associates
Colorado
$227K – – –
IHWM
2862
Iron Horse Wealth Management
Iowa
$226K – – –
HCM
2863
Hilton Capital Management
New York
$225K – – –
ONST
2864
Old North State Trust
North Carolina
$224K – – –
PP
2865
PrairieView Partners
Minnesota
$224K +$545 +2 +0.2%
MLIC
2866
Mandatum Life Insurance Company
Finland
$221K +$4.64K +17 +2%
FF
2867
Friedenthal Financial
New Jersey
$221K +$221K +810 New
JSA
2868
Jacobson & Schmitt Advisors
Wisconsin
$220K – – –
WWA
2869
WC Walker & Associates
California
$219K – – –
SPI
2870
Santori & Peters Inc
Pennsylvania
$219K +$1.36K +5 +0.6%
BCCM
2871
Bridge Creek Capital Management
Massachusetts
$219K +$6.83K +25 +3%
SIAG
2872
Safeguard Investment Advisory Group
California
$219K +$12.3K +45 +6%
CB
2873
Community Bank
New York
$218K -$1.19M -4,365 -85%
1CP
2874
17 Capital Partners
Arizona
$218K – – –
BWM
2875
Brickley Wealth Management
California
$218K +$6.29K +23 +3%
113 114
115
116 117