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 %
AF
2176
Alerus Financial
North Dakota
$848K -$21.6K -79 -2%
FGAM
2177
Financial Gravity Asset Management
Texas
$845K -$973K -2,438 -54%
AF
2178
Apexium Financial
Texas
$844K -$29.2K -107 -3%
GPA
2179
Garrison Point Advisors
California
$843K -$68.2K -250 -7%
SHWM
2180
Silicon Hills Wealth Management
Texas
$843K +$175K +641 +26%
CCM
2181
Campbell Capital Management
Florida
$836K – – –
SFP
2182
Sterling Financial Planning
New Jersey
$834K -$36.3K -133 -4%
WB
2183
Webster Bank
Connecticut
$833K -$2.18K -8 -0.3%
SG
2184
Strid Group
Pennsylvania
$832K +$2.73K +10 +0.3%
HA
2185
Herold Advisors
New York
$832K +$832K +3,050 New
EL
2186
Essex LLC
Illinois
$828K +$828K +3,035 New
GAM
2187
Gould Asset Management
California
$827K -$6.82K -25 -0.8%
FBT
2188
First Bank & Trust
South Dakota
$827K +$14.2K +52 +2%
GDP
2189
Great Diamond Partners
Maine
$827K +$80K +293 +11%
FDS
2190
First Dallas Securities
Texas
$826K – – –
9WM
2191
9258 Wealth Management
Ohio
$824K – – –
BDWCC
2192
B&D White Capital Company
Texas
$824K +$410K +1,503 +99%
CPWA
2193
Cerro Pacific Wealth Advisors
California
$823K +$1.64K +6 +0.2%
WGA
2194
Weather Gauge Advisory
Virginia
$819K -$27.3K -100 -3%
AWM
2195
Activest Wealth Management
Florida
$819K +$177K +648 +28%
TCA
2196
Taconic Capital Advisors
New York
$819K +$273K +1,000 +50%
CSPIA
2197
Cary Street Partners Investment Advisory
Virginia
$816K -$87.3K -320 -10%
MCWS
2198
McKinley Carter Wealth Services
West Virginia
$815K +$546 +2 +0.1%
JF
2199
Jump Financial
Illinois
$814K -$822K -3,012 -50%
PC
2200
Permit Capital
Pennsylvania
$813K -$163K -596 -17%
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88
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