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 %
FNBSF
1451
First National Bank Sioux Falls
South Dakota
$2.83M +$43.1K +158 +2%
BFPW
1452
BOK Financial Private Wealth
Colorado
$2.83M +$65.5K +240 +2%
WG
1453
Winton Group
United Kingdom
$2.83M +$566K +2,075 +25%
PWA
1454
Phoenix Wealth Advisors
North Carolina
$2.83M – – –
BOPW
1455
Brandywine Oak Private Wealth
Pennsylvania
$2.82M +$562K +2,060 +25%
FC
1456
Ferris Capital
Massachusetts
$2.82M +$2.82M +9,895 New
Legacy Financial Group (Iowa)
1457
Legacy Financial Group (Iowa)
Iowa
$2.81M -$3.55K -13 -0.1%
EP
1458
EPIQ Partners
Minnesota
$2.8M -$28.7K -105 -1%
GWSG
1459
GPS Wealth Strategies Group
Colorado
$2.8M +$204K +749 +8%
BDF
1460
Balasa Dinverno & Foltz
$2.8M +$126K +460 +5%
PGWM
1461
Parisi Gray Wealth Management
New Jersey
$2.8M +$551 +2 +0%
TSWM
1462
Triangle Securities Wealth Management
North Carolina
$2.78M +$28.7K +105 +1%
BSA
1463
Bull Street Advisors
Georgia
$2.78M +$50.2K +184 +2%
CAS
1464
Cascadia Advisory Services
Oregon
$2.78M -$92K -337 -3%
AW
1465
ACG Wealth
Georgia
$2.77M -$599K -2,193 -18%
DHFB
1466
Dixon Hubard Feinour & Brown
Virginia
$2.77M -$4.91K -18 -0.2%
IIM
1467
InTrack Investment Management
Vermont
$2.76M +$83.6K +292 +3%
DWT
1468
Dorsey & Whitney Trust
South Dakota
$2.76M +$77.5K +284 +3%
C
1469
Certuity
Florida
$2.76M -$8.46K -31 -0.3%
BBHBI
1470
B, B, H, & B Inc
Alabama
$2.76M -$42.8K -157 -2%
GSEP
1471
Golden State Equity Partners
California
$2.75M +$34.1K +125 +1%
MSR
1472
Main Street Research
Connecticut
$2.75M -$269K -987 -9%
RHDIC
1473
R.H. Dinel Investment Counsel
California
$2.74M – – –
TIA
1474
Traphagen Investment Advisors
New Jersey
$2.74M +$27.3K +100 +1%
MG
1475
Mather Group
Illinois
$2.74M +$129K +471 +5%
57 58
59
60 61