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 %
PIM
1826
Penobscot Investment Management
Massachusetts
$1.49M -$81.9K -300 -5%
MFG
1827
MidWestOne Financial Group
Iowa
$1.49M – – –
CCM
1828
Carlson Capital Management
Minnesota
$1.49M +$24.6K +90 +2%
QPWM
1829
Quadrant Private Wealth Management
Pennsylvania
$1.49M -$15K -55 -1%
AFG
1830
Arkansas Financial Group
Arkansas
$1.48M – – –
RWA
1831
Redhawk Wealth Advisors
Minnesota
$1.48M +$68K +249 +5%
ACM
1832
Ativo Capital Management
Illinois
$1.48M -$1.08M -3,964 -42%
WFI
1833
West Family Investments
California
$1.48M +$114K +418 +8%
GSWM
1834
Golden State Wealth Management
California
$1.47M -$195K -714 -12%
CIA
1835
Compass Ion Advisors
Pennsylvania
$1.47M -$37.4K -137 -2%
CCM
1836
Conway Capital Management
California
$1.46M +$157K +576 +12%
QFA
1837
Quattro Financial Advisors
Texas
$1.46M +$2.87K +10 +0.2%
BST
1838
Bath Savings Trust
Maine
$1.45M +$319K +1,170 +28%
CAG
1839
Csenge Advisory Group
Florida
$1.45M +$290K +1,052 +25%
PCG
1840
Private Capital Group
Connecticut
$1.44M +$262K +960 +22%
KP
1841
Keel Point
Alabama
$1.44M -$346K -1,268 -19%
RPCA
1842
Running Point Capital Advisors
California
$1.44M -$4.37K -16 -0.3%
FEG
1843
Financial Enhancement Group
Indiana
$1.44M +$87.9K +322 +7%
WA
1844
Wealth Alliance
New York
$1.44M -$257K -941 -15%
SCM
1845
Schnieders Capital Management
California
$1.43M +$3.82K +14 +0.3%
BOTW
1846
Bank of the West
California
$1.43M -$117K -428 -8%
SOW
1847
State of Wyoming
Wyoming
$1.43M +$217K +796 +18%
P
1848
&Partners
Tennessee
$1.43M +$39K +143 +3%
TC
1849
TwinBeech Capital
New York
$1.43M -$7.57M -27,712 -84%
FCM
1850
Firestone Capital Management
Florida
$1.42M – – –
72 73
74
75 76