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 %
PPW
1901
Parcion Private Wealth
Washington
$1.31M +$46.8K +165 +4%
VFPI
1902
Vantage Financial Partners (Illinois)
Illinois
$1.31M -$102K -375 -7%
AB
1903
Atlas Brown
Kentucky
$1.3M -$1.37K -5 -0.1%
IAS
1904
IMA Advisory Services
Colorado
$1.3M -$101K -370 -7%
WMP
1905
Wealth Management Partners
Arizona
$1.3M +$12K +44 +0.9%
AAM
1906
Ascension Asset Management
New York
$1.3M – – –
CFS
1907
Cannon Financial Strategists
Georgia
$1.29M +$771K +2,825 +149%
FPFS
1908
First Personal Financial Services
North Carolina
$1.29M – – –
FMN
1909
Financial Management Network
California
$1.29M +$1.29M +4,710 New
OCM
1910
Orleans Capital Management
Louisiana
$1.28M – – –
WA
1911
Wambolt & Associates
Colorado
$1.28M +$29.8K +108 +2%
IA
1912
Insight Advisors
Pennsylvania
$1.28M -$576 -2 -0%
NL
1913
NVWM LLC
Pennsylvania
$1.28M +$63.1K +231 +5%
SIC
1914
SFE Investment Counsel
California
$1.28M – – –
MFG
1915
Magnus Financial Group
New York
$1.27M -$116K -425 -8%
VCM
1916
Versant Capital Management
Arizona
$1.27M -$5.18K -19 -0.4%
LCM
1917
LVM Capital Management
Michigan
$1.27M +$5.46K +20 +0.4%
PT
1918
Plimoth Trust
Massachusetts
$1.27M +$102K +373 +9%
HRC
1919
Hoertkorn Richard Charles
$1.27M – – –
RIS
1920
Retirement Income Solutions
Michigan
$1.27M +$13.6K +50 +1%
RMC
1921
Resources Management Corp
Connecticut
$1.26M -$28.7K -105 -2%
WWM
1922
Wagner Wealth Management
South Carolina
$1.26M +$10K +35 +0.8%
GAM
1923
Gemmer Asset Management
California
$1.26M -$18.3K -67 -1%
MAM
1924
McLean Asset Management
Virginia
$1.25M -$8.73K -30 -0.7%
OAM
1925
Occidental Asset Management
California
$1.25M -$12.3K -45 -1%
75 76
77
78 79