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 %
TI
2051
Trigran Investments
Illinois
$996K – – –
SB
2052
Sunflower Bank
Texas
$995K +$82.4K +302 +9%
VWM
2053
Vigilare Wealth Management
Arizona
$992K -$87.3K -320 -8%
HFA
2054
HC Financial Advisors
California
$992K -$30K -110 -3%
LWIC
2055
Leith Wheeler Investment Counsel
British Columbia, Canada
$992K -$1.09K -4 -0.1%
SHJ
2056
Sharkey, Howes & Javer
Colorado
$991K – – –
CA
2057
Crewe Advisors
Utah
$990K -$50.5K -185 -5%
THWM
2058
Taylor Hoffman Wealth Management
Virginia
$988K -$23.4K -85 -2%
AIC
2059
Archer Investment Corporation
Indiana
$987K -$57K -209 -5%
SGI
2060
Summit Global Investments
Utah
$986K +$44.5K +163 +5%
FPCG
2061
Fort Pitt Capital Group
Pennsylvania
$985K -$2.76M -10,121 -74%
BFA
2062
Brown Financial Advisory
Alabama
$985K – – –
CST
2063
Charles Schwab Trust
Nevada
$984K +$129K +473 +15%
SAM
2064
Sequent Asset Management
Texas
$983K -$6.82K -25 -0.7%
FFBTD
2065
First Financial Bank - Trust Division
Ohio
$980K -$3.28K -12 -0.3%
KCM
2066
Karp Capital Management
California
$979K -$27.3K -100 -3%
RWI
2067
Red Wave Investments
Pennsylvania
$976K -$104K -380 -10%
BMWM
2068
Brown Miller Wealth Management
Virginia
$976K – – –
EWA
2069
Encompass Wealth Advisors
Oregon
$976K +$54.6K +200 +6%
CWA
2070
Cornerstone Wealth Advisors
Minnesota
$973K -$6.82K -25 -0.7%
GWM
2071
Gray Wealth Management
Maine
$970K +$14.7K +54 +2%
W
2072
WealthOne
New York
$969K -$181K -665 -16%
APWM
2073
Atlas Private Wealth Management
New York
$969K -$2.73K -10 -0.3%
LWMG
2074
Levy Wealth Management Group
Pennsylvania
$968K – – –
SFS
2075
Strategic Financial Services
New York
$968K +$28.4K +104 +3%
81 82
83
84 85