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 %
LJAC
1876
L.J. Altfest & Co
New York
$1.36M -$10.6K -39 -0.8%
HL
1877
HeadInvest LLC
Maine
$1.36M -$819 -3 -0.1%
LFF
1878
Level Four Financial
Texas
$1.36M +$61.1K +224 +5%
LWP
1879
Lumature Wealth Partners
Georgia
$1.36M +$118K +433 +10%
PCH
1880
PGIM Custom Harvest
New Jersey
$1.35M +$393K +3,180 +41%
HBT
1881
Hills Bank & Trust
Iowa
$1.35M -$24.6K -90 -2%
LC
1882
Lindbrook Capital
California
$1.34M +$5.73K +21 +0.4%
AIM
1883
Acropolis Investment Management
Missouri
$1.34M -$17.5K -65 -1%
CA
1884
Continuum Advisory
Idaho
$1.34M +$16.4K +60 +1%
FNFDCM
1885
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.33M – – –
OPCM
1886
Osborne Partners Capital Management
California
$1.33M +$93.3K +342 +8%
BWM
1887
BCS Wealth Management
Tennessee
$1.33M – – –
SEP
1888
Southland Equity Partners
Missouri
$1.33M +$13.6K +50 +1%
HCMG
1889
Howard Capital Management Group
California
$1.33M – – –
HR
1890
Hardy Reed
Mississippi
$1.33M +$46.4K +170 +4%
AP
1891
Atwood & Palmer
Missouri
$1.33M +$12.3K +45 +0.9%
CA
1892
Calton & Associates
Florida
$1.33M -$112K -411 -8%
UBG
1893
United Bank (Georgia)
Georgia
$1.33M -$13.9K -51 -1%
RHP
1894
Royal Harbor Partners
Texas
$1.32M -$1.23M -4,499 -48%
PNAA
1895
Pictet North America Advisors
Switzerland
$1.32M +$54.6K +200 +4%
DS
1896
DRW Securities
Illinois
$1.32M -$650K -2,382 -33%
SAG
1897
Spotlight Asset Group
Illinois
$1.32M -$298K -1,090 -18%
CC
1898
Capital Counsel
New York
$1.32M -$218K -800 -14%
MCM
1899
Maple Capital Management
Vermont
$1.32M -$9.55K -35 -0.7%
PSB
1900
Piscataqua Savings Bank
New Hampshire
$1.31M +$5.73K +21 +0.4%
74 75
76
77 78