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

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$10.6B
2
BlackRock
BlackRock
New York
$28.7B
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$188M
4
State Street
State Street
Massachusetts
$20.8B
5
VAM
Vontobel Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NME
2876
Notis-McConarty Edward
$218K +$218K +800 New
NCG
2877
Newport Capital Group
New Jersey
$218K +$218K +800 New
CCM
2878
Chiron Capital Management
Florida
$217K – – –
SL
2879
Salomon & Ludwin
Virginia
$217K +$217K +795 New
TFCP
2880
Twin Focus Capital Partners
Massachusetts
$215K -$10.9M -39,964 -98%
ECA
2881
Elevated Capital Advisors
Utah
$215K +$215K +786 New
PA
2882
Planning Alternatives
Michigan
$213K – – –
DA
2883
Doliver Advisors
Texas
$213K +$4.92K +18 +2%
MWA
2884
MFA Wealth Advisors
Pennsylvania
$211K -$98.1K -359 -32%
CCA
2885
Clearwater Capital Advisors
Illinois
$211K – – –
BC
2886
Barnett & Company
Tennessee
$210K – – –
FFW
2887
Fusion Family Wealth
New York
$209K -$273K -1,000 -57%
WLPWM
2888
Walled Lake Planning & Wealth Management
Illinois
$209K -$13.7K -50 -6%
WEPOG
2889
Wealth Enhancement & Preservation of GA
Georgia
$208K – – –
TIAM2
2890
Tru Independence Asset Management 2
Oregon
$208K +$208K +763 New
PAM
2891
Peninsula Asset Management
Florida
$207K – – –
LPWM
2892
Lake Point Wealth Management
Texas
$207K +$6.01K +22 +3%
Tudor Investment Corp
2893
Tudor Investment Corp
Connecticut
$207K +$207K +758 New
Mawer Investment Management
2894
Mawer Investment Management
Alberta, Canada
$205K – – –
PA
2895
Prism Advisors
California
$205K – – –
SWMP
2896
Signature Wealth Management Partners
New Jersey
$205K – – –
FA
2897
Financial Advantage
Maryland
$204K – – –
HCM
2898
HM Capital Management
Missouri
$203K -$186K -681 -48%
AIM
2899
Axiom Investment Management
New York
$202K +$2.45K +9 +1%
SRSA
2900
S.R. Schill & Associates
Washington
$200K – – –
114 115
116
117 118