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 %
GFG
1976
Greystone Financial Group
Michigan
$1.14M -$180K -660 -14%
BCP
1977
Blue Chip Partners
Michigan
$1.13M +$409K +1,500 +57%
LWP
1978
Legacy Wealth Planning
Nevada
$1.13M -$8.73K -32 -0.8%
SLT
1979
St Louis Trust
Missouri
$1.13M – – –
CWP
1980
Curated Wealth Partners
California
$1.13M +$10.1K +37 +0.9%
DSA
1981
Droms Strauss Advisors
Missouri
$1.13M +$16.1K +59 +1%
CAL
1982
Capital Analysts LLC
Pennsylvania
$1.13M -$14.2K -52 -1%
RG
1983
Renaissance Group
Kentucky
$1.12M +$1.12M +4,110 New
BHA
1984
Beech Hill Advisors
New York
$1.12M – – –
BCM
1985
Bourgeon Capital Management
Connecticut
$1.12M -$409K -1,500 -27%
PPP
1986
Private Portfolio Partners
New Jersey
$1.11M +$15.6K +57 +1%
PFA
1987
Pettinga Financial Advisors
Indiana
$1.11M – – –
EFM
1988
E Fund Management
China
$1.11M +$1.11M +4,074 New
PP
1989
Patten & Patten
Tennessee
$1.11M -$2.46K -9 -0.2%
WI
1990
Wedgewood Investors
Pennsylvania
$1.11M -$6.83K -25 -0.6%
SIM
1991
SSI Investment Management
California
$1.11M – – –
CFA
1992
Capstone Financial Advisors
Illinois
$1.11M – – –
DPIM
1993
Duff & Phelps Investment Management
Illinois
$1.11M -$130K -476 -11%
BWP
1994
BSW Wealth Partners
Colorado
$1.1M +$4.37K +16 +0.4%
G
1995
GenTrust
Florida
$1.1M +$31.7K +116 +3%
MAWCM
1996
Mine & Arao Wealth Creation & Management
California
$1.1M – – –
SCA
1997
Stonebridge Capital Advisors
Minnesota
$1.1M -$828K -3,032 -43%
DA
1998
DSC Advisors
Illinois
$1.1M +$116K +425 +12%
NAMM
1999
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.1M -$13.6K -50 -1%
MJP
2000
Michael J. Puzo
$1.09M -$205K -750 -16%
78 79
80
81 82