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 %
SIA
1526
Soltis Investment Advisors
Utah
$2.5M +$90.6K +332 +4%
ST
1527
Sageworth Trust
Pennsylvania
$2.5M -$240K -879 -9%
MCCP
1528
Mission Creek Capital Partners
California
$2.49M +$4.37K +16 +0.2%
Q
1529
QVR
California
$2.49M +$2.2M +8,049 +747%
LFS
1530
Legacy Financial Strategies
Kansas
$2.49M -$6.82K -25 -0.3%
V
1531
VeraBank
Texas
$2.49M -$98.3K -360 -4%
WAM
1532
Weatherly Asset Management
California
$2.47M +$819 +3 +0%
DM
1533
Delphi Management
Massachusetts
$2.47M +$21.8K +80 +0.9%
ACS
1534
Archford Capital Strategies
Illinois
$2.46M +$311K +1,140 +14%
EWM
1535
Evermay Wealth Management
Virginia
$2.46M -$34.4K -126 -1%
AC
1536
Apella Capital
Connecticut
$2.46M – – –
DCM
1537
Dimension Capital Management
Florida
$2.45M – – –
LA
1538
Latitude Advisors
Florida
$2.44M +$1.25M +4,569 +104%
NWM
1539
Northwest Wealth Management
Iowa
$2.43M -$177K -649 -7%
AAM
1540
Advisors Asset Management
Colorado
$2.43M +$88.4K +324 +4%
SAM
1541
Security Asset Management
New York
$2.43M -$55.7K -204 -2%
CBFP
1542
Cedar Brook Financial Partners
Ohio
$2.42M -$400K -1,464 -14%
SCM
1543
SOL Capital Management
Maryland
$2.42M +$112K +410 +5%
GKFF
1544
George Kaiser Family Foundation
Oklahoma
$2.42M -$358K -1,311 -13%
CCC
1545
Crescent Capital Consulting
Louisiana
$2.41M – – –
PFSC
1546
Peoples Financial Services Corp
Pennsylvania
$2.39M -$68.3K -250 -3%
FWP
1547
FAS Wealth Partners
Kansas
$2.39M – – –
PC
1548
Prairiewood Capital
North Dakota
$2.39M -$3K -11 -0.1%
CCMG
1549
Clark Capital Management Group
Pennsylvania
$2.38M +$514K +1,882 +28%
NCM
1550
Next Capital Management
New York
$2.38M – – –
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