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 %
CSS
1801
Cubist Systematic Strategies
Connecticut
$1.57M -$6.06M -22,215 -79%
SL
1802
Stevard LLC
Illinois
$1.57M – – –
EWM
1803
EPG Wealth Management
Georgia
$1.56M +$37.7K +138 +2%
TAM
1804
Taurus Asset Management
New York
$1.56M -$51.8K -190 -3%
GL
1805
Graypoint LLC
New York
$1.55M -$106K -389 -6%
AIP
1806
Almanack Investment Partners
Pennsylvania
$1.55M -$16.9K -62 -1%
ESB
1807
Essex Savings Bank
Connecticut
$1.54M +$123K +432 +9%
SWP
1808
Strategic Wealth Partners
Ohio
$1.54M +$165K +603 +12%
JAFL
1809
Jay A. Fishman Ltd
Michigan
$1.54M -$5.46K -20 -0.4%
CWM
1810
Calamos Wealth Management
Illinois
$1.54M -$2.18K -8 -0.1%
Marshall Wace
1811
Marshall Wace
United Kingdom
$1.54M -$31.3M -114,568 -95%
MWM
1812
Mattern Wealth Management
Kansas
$1.54M – – –
GP
1813
Girard Partners
Pennsylvania
$1.54M -$45.8K -168 -3%
PO
1814
Private Ocean
California
$1.53M +$6.55K +24 +0.4%
ICM
1815
IMS Capital Management
Oregon
$1.53M – – –
VCM
1816
Vivaldi Capital Management
Illinois
$1.53M +$2.46K +9 +0.2%
RW
1817
Rede Wealth
Virginia
$1.53M +$171K +625 +13%
ANB
1818
Amarillo National Bank
Texas
$1.52M – – –
DBRC
1819
D.B. Root & Company
Pennsylvania
$1.52M -$405K -1,483 -21%
MA
1820
Modus Advisors
Minnesota
$1.51M -$27.6K -101 -2%
AWS
1821
AJ Wealth Strategies
New York
$1.51M +$278K +1,018 +23%
BAM
1822
Baldrige Asset Management
Pennsylvania
$1.5M -$10.1K -37 -0.7%
NGA
1823
Naples Global Advisors
Florida
$1.5M +$126K +463 +9%
SAS
1824
Sanford Advisory Services
Michigan
$1.5M – – –
PFA
1825
Pure Financial Advisors
California
$1.5M +$35.8K +131 +2%
71 72
73
74 75