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 %
1W
1626
1776 Wealth
Georgia
$2.07M – – –
HTHT
1627
Hemenway Trust Hemenway Trust
New Hampshire
$2.06M -$20.5K -75 -1%
LBC
1628
Lowe Brockenbrough & Co
Virginia
$2.06M +$292K +1,071 +17%
HWMG
1629
Hurlow Wealth Management Group
Indiana
$2.06M -$34.9K -128 -2%
SFG
1630
SNS Financial Group
Minnesota
$2.05M -$5.73K -21 -0.3%
BFS
1631
Baskin Financial Services
Ontario, Canada
$2.05M – – –
IIM
1632
Intact Investment Management
Quebec, Canada
$2.05M – – –
MSFP
1633
Mark Sheptoff Financial Planning
Connecticut
$2.04M -$47.8K -175 -2%
PP
1634
Pegasus Partners
Wisconsin
$2.03M -$183K -670 -8%
CCM
1635
Condor Capital Management
New Jersey
$2.03M +$78.1K +286 +4%
EWM
1636
Endurance Wealth Management
Rhode Island
$2.03M +$13.6K +50 +0.7%
ICM
1637
Islay Capital Management
Texas
$2.03M +$280K +1,025 +16%
BWP
1638
Baldwin Wealth Partners
Massachusetts
$2.03M -$4.64K -17 -0.2%
MFW
1639
Mosaic Family Wealth
Missouri
$2.03M +$61.4K +225 +3%
CA
1640
Cortland Associates
Missouri
$2.02M +$10.1K +37 +0.5%
OC
1641
Oakworth Capital
Alabama
$2.02M – – –
IC
1642
Intersect Capital
California
$2.02M +$245K +896 +14%
HP
1643
Hikari Power
Japan
$2.02M – – –
RM
1644
Resource Management
Louisiana
$2.01M +$9.01K +33 +0.4%
PCS
1645
Personal CFO Solutions
New Jersey
$2.01M +$11.2K +41 +0.6%
LCP
1646
Legacy Capital Partners
Wisconsin
$2.01M +$23.7K +87 +1%
JBA
1647
Johnson Bixby & Associates
Washington
$2.01M – – –
FAG
1648
Financial Advisory Group
Texas
$2M – – –
VDI
1649
Vaughan David Investments
Illinois
$2M -$133K -488 -6%
SB
1650
Strategic Blueprint
Georgia
$2M +$86K +315 +4%
64 65
66
67 68