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 %
NIC
2101
Northwest Investment Counselors
Oregon
$927K +$15.3K +56 +2%
AC
2102
Aristides Capital
Kentucky
$926K – – –
AMG
2103
Advisors Management Group
Wisconsin
$922K -$1.37K -5 -0.1%
PM
2104
Penbrook Management
New York
$921K – – –
GPFA
2105
Game Plan Financial Advisors
Ohio
$920K – – –
AWM
2106
AllSquare Wealth Management
New York
$918K -$137K -500 -13%
BWA
2107
Beam Wealth Advisors
Louisiana
$918K +$4.64K +17 +0.5%
OCM
2108
One Capital Management
California
$917K +$172K +630 +23%
DAM
2109
Doheny Asset Management
California
$914K -$413K -1,515 -31%
PAM
2110
Premier Asset Management
Illinois
$914K +$914K +3,350 New
DC
2111
DeDora Capital
California
$913K +$53.5K +196 +6%
BIP
2112
Blueprint Investment Partners
North Carolina
$912K +$667K +2,444 +272%
TFA
2113
Tranquilli Financial Advisor
New Jersey
$911K +$13.7K +50 +2%
AL
2114
ACAS LLC
California
$908K -$4.09K -15 -0.4%
SWK
2115
Stephen W. Kidder
$905K -$6.82K -25 -0.7%
FNBOSM
2116
First National Bank of South Miami
Florida
$903K -$1.09K -4 -0.1%
LWAM
2117
Legacy Wealth Asset Management
Minnesota
$903K +$5.18K +19 +0.6%
AWA
2118
Acorn Wealth Advisors
Michigan
$902K -$8.73K -32 -1%
TCM
2119
Tandem Capital Management
New Jersey
$902K +$19.7K +72 +2%
RP
2120
Riverbridge Partners
Minnesota
$901K – – –
BMM
2121
Buffington Mohr McNeal
Idaho
$901K +$10.1K +37 +1%
SIC
2122
Sigma Investment Counselors
Michigan
$899K +$3K +11 +0.3%
BONST
2123
Bank of Nova Scotia Trust
Ontario, Canada
$898K -$17.2K -63 -2%
CGFA
2124
Colton Groome Financial Advisors
North Carolina
$898K -$16.4K -60 -2%
CA
2125
CGN Advisors
Kansas
$895K +$10.9K +40 +1%
83 84
85
86 87