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 %
BFM
2076
Boothbay Fund Management
New York
$968K +$531K +1,943 +121%
B
2077
Bridgeworth
Alabama
$967K +$9.01K +33 +0.9%
PRWA
2078
Platte River Wealth Advisors
Colorado
$965K -$546 -2 -0.1%
LPIC
2079
LeJeune Puetz Investment Counsel
Michigan
$965K – – –
BA
2080
Bard Associates
Illinois
$965K – – –
GCP
2081
Gill Capital Partners
Colorado
$964K +$40.7K +149 +4%
SIA
2082
SkyView Investment Advisors
New Jersey
$962K +$962K +3,525 New
SAM
2083
S.A. Mason
Michigan
$960K – – –
CAM
2084
Congress Asset Management
Massachusetts
$959K +$280K +1,026 +41%
KA
2085
Kercheville Advisors
Texas
$951K +$1.36K +5 +0.1%
AWM
2086
Aries Wealth Management
Maine
$950K -$36K -132 -4%
FPWM
2087
FSB Premier Wealth Management
Iowa
$949K +$115K +421 +14%
SMI
2088
Shelter Mutual Insurance
Missouri
$948K – – –
TWM
2089
TriaGen Wealth Management
California
$947K – – –
HP
2090
HT Partners
Connecticut
$945K +$3.28K +12 +0.3%
MWP
2091
Meridian Wealth Partners
Pennsylvania
$945K +$8.2K +30 +0.9%
BDF
2092
Black Diamond Financial
Maryland
$943K -$5.46K -20 -0.6%
SA
2093
Sunesis Advisors
Kansas
$943K – – –
CBT
2094
CoreFirst Bank & Trust
Kansas
$941K – – –
BAAM
2095
Baker Avenue Asset Management
California
$938K +$24.6K +90 +3%
XWM
2096
Xcel Wealth Management
Florida
$936K +$21.8K +80 +2%
JMFC
2097
J.M. Forbes & Co
Massachusetts
$934K -$41K -150 -4%
HC
2098
Hamilton Capital
Ohio
$934K +$384K +1,408 +70%
LK
2099
Lumbard & Kellner
New Hampshire
$933K -$43.7K -160 -4%
SWA
2100
Sax Wealth Advisors
New Jersey
$933K +$204K +749 +28%
82 83
84
85 86