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 %
BWA
1776
Burt Wealth Advisors
Maryland
$1.65M +$1.65M +6,027 New
SDWMA
1777
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.64M +$969K +3,551 +144%
PTC
1778
Provident Trust Company
Wisconsin
$1.64M – – –
LWA
1779
Lineweaver Wealth Advisors
Ohio
$1.64M +$11.7K +43 +0.7%
CIP
1780
Convergence Investment Partners
Florida
$1.64M +$287K +1,052 +21%
BCC
1781
Biglari Capital Corp
Texas
$1.64M – – –
SC
1782
SRB Corp
Massachusetts
$1.64M -$172K -629 -10%
FWM
1783
Fairhaven Wealth Management
Illinois
$1.63M -$8.46K -31 -0.5%
GA
1784
Geller Advisors
New York
$1.63M – – –
TCM
1785
Tufton Capital Management
Maryland
$1.63M -$13.6K -50 -0.8%
NAS
1786
Nicolet Advisory Services
Wisconsin
$1.62M +$85.6K +313 +6%
TA
1787
Tectonic Advisors
Texas
$1.62M +$72.6K +266 +5%
TAM
1788
Townsend Asset Management
North Carolina
$1.62M -$12.8K -47 -0.8%
MCM
1789
Monarch Capital Management
Indiana
$1.62M +$112K +409 +7%
BMCM
1790
Bryn Mawr Capital Management
Pennsylvania
$1.61M – – –
GWM
1791
Greenwich Wealth Management
Connecticut
$1.6M +$33.6K +123 +2%
WCG
1792
Weaver Consulting Group
California
$1.6M +$13.6K +50 +0.9%
LRIA
1793
Leonard Rickey Investment Advisors
Washington
$1.59M -$191K -699 -11%
FF
1794
FourThought Financial
Florida
$1.59M +$15.6K +57 +1%
JSL
1795
JT Stratford LLC
Georgia
$1.59M +$16.9K +62 +1%
HFG
1796
Heron Financial Group
New York
$1.59M -$14.2K -52 -0.9%
OWIM
1797
Old West Investment Management
California
$1.59M +$70.1K +257 +5%
SA
1798
SL Advisors
New Jersey
$1.58M -$69.3K -254 -4%
MSFS
1799
Main Street Financial Solutions
Pennsylvania
$1.57M -$301K -1,102 -16%
CHP
1800
Cable Hill Partners
Oregon
$1.57M +$9.83K +36 +0.6%
70 71
72
73 74