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
+$291M
2
HCM
Himalaya Capital Management
Washington
+$245M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$234M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$217M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$185M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.36B
2
BlackRock
BlackRock
New York
-$708M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$638M
4
State Street
State Street
Massachusetts
-$612M
5
VAM
Vontobel Asset Management
New York
-$432M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
1151
Colonial Trust Advisors
South Carolina
$4.56M -$1.64K -6 -0%
SAS
1152
Stelac Advisory Services
New York
$4.55M -$68.2K -250 -1%
LFAS
1153
Level Four Advisory Services
Texas
$4.52M -$918K -3,363 -17%
PP
1154
PDS Planning
Ohio
$4.52M -$34.1K -125 -0.7%
APP
1155
Avantax Planning Partners
Iowa
$4.51M +$312K +1,143 +7%
GWS
1156
Glassman Wealth Services
Virginia
$4.5M +$50.8K +186 +1%
HCMT
1157
Highland Capital Management (Tennessee)
Tennessee
$4.5M -$117K -430 -3%
FPB
1158
First PREMIER Bank
South Dakota
$4.49M -$140K -514 -3%
WGCA
1159
Wolf Group Capital Advisors
Virginia
$4.49M -$1.29M -4,730 -22%
CT
1160
Chicago Trust
Illinois
$4.49M +$136K +498 +3%
HWA
1161
Hillcrest Wealth Advisors
New Jersey
$4.49M – – –
FWSM
1162
First Wilshire Securities Management
California
$4.48M +$35.8K +131 +0.8%
BFA
1163
Benedict Financial Advisors
Georgia
$4.47M +$20.5K +75 +0.5%
BCM
1164
Beddow Capital Management
Wyoming
$4.46M -$69.6K -255 -2%
FGP
1165
Foyston, Gordon, & Payne
Ontario, Canada
$4.46M – – –
ECG
1166
Edge Capital Group
Georgia
$4.44M -$1.91K -7 -0%
MIH
1167
Meitav Investment House
Israel
$4.43M +$2.31M +8,412 +109%
PMFA
1168
Plante Moran Financial Advisors
Michigan
$4.43M +$142K +522 +3%
HW
1169
Hedeker Wealth
Illinois
$4.42M -$45K -165 -1%
TFS
1170
Thoroughbred Financial Services
Tennessee
$4.42M +$70.4K +258 +2%
CFG
1171
Cooper Financial Group
California
$4.41M -$33K -121 -0.7%
CSC
1172
Cove Street Capital
California
$4.41M – – –
MIA
1173
MainStreet Investment Advisors
Illinois
$4.41M -$1.12M -4,109 -20%
WG
1174
Watchman Group
Texas
$4.4M -$99.1K -363 -2%
PTC
1175
Private Trust Company
Ohio
$4.4M +$1.18M +4,341 +37%
45 46
47
48 49