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 %
OFG
1176
Oxford Financial Group
Indiana
$4.4M -$948K -3,473 -18%
BOH
1177
Bank of Hawaii
Hawaii
$4.39M -$23.2K -85 -0.5%
TI
1178
Truepoint Inc
Ohio
$4.38M +$522K +836 +14%
LS
1179
Leelyn Smith
Illinois
$4.38M +$223K +816 +5%
HCM
1180
Hodges Capital Management
Texas
$4.37M +$1.3M +4,750 +42%
OKSA
1181
O'Keefe Stevens Advisory
New York
$4.36M +$552K +2,022 +14%
CQS
1182
Credential Qtrade Securities
$4.36M -$1.7M -6,223 -28%
SFFS
1183
Stonehage Fleming Financial Services
Jersey
$4.35M – – –
LWAC
1184
Laurel Wealth Advisors (California)
California
$4.35M -$921K -3,373 -17%
SC
1185
Slow Capital
California
$4.35M +$45.9K +168 +1%
RWM
1186
Ritholtz Wealth Management
New York
$4.33M +$351K +1,285 +9%
KOC
1187
Koss-Olinger Consulting
Florida
$4.32M -$181K -664 -4%
FP
1188
Factorial Partners
New York
$4.31M – – –
MMPW
1189
Mitchell McLeod Pugh & Williams
Alabama
$4.31M +$216K +790 +5%
SIMM
1190
Stillwater Investment Management (Minnesota)
Minnesota
$4.3M -$9.83K -36 -0.2%
III
1191
Independent Investors Inc
New York
$4.3M -$34.1K -125 -0.8%
CWA
1192
Clarity Wealth Advisors
California
$4.27M +$91.4K +335 +2%
MFM
1193
MD Financial Management
Ontario, Canada
$4.26M +$393K +1,438 +10%
EWA
1194
Evolution Wealth Advisors
Florida
$4.26M +$182K +668 +4%
WC
1195
Weil Company
California
$4.26M +$87.9K +322 +2%
PAI
1196
Pittenger & Anderson Inc
Nebraska
$4.25M +$213K +782 +5%
TPA
1197
Trivium Point Advisory
Connecticut
$4.25M -$17.8K -63 -0.4%
PFM
1198
Parsec Financial Management
North Carolina
$4.24M +$558K +1,950 +15%
APW
1199
Aurora Private Wealth
New Jersey
$4.23M -$2.03M -7,446 -32%
WC
1200
Woodstock Corp
Massachusetts
$4.22M +$13.9K +51 +0.3%
46 47
48
49 50