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 %
TWM
2201
Triton Wealth Management
Arizona
$808K +$5.65K +20 +0.7%
VCM
2202
Virtue Capital Management
Tennessee
$808K +$28.4K +104 +4%
KTA
2203
Keeley-Teton Advisors
Illinois
$807K +$807K +2,958 New
SWM
2204
SeaCrest Wealth Management
New York
$806K +$5.46K +20 +0.7%
DSN
2205
D. Scott Neal
Kentucky
$806K +$73.8K +270 +10%
FB
2206
First Bancorp
Maine
$806K +$806K +2,955 New
BMC
2207
Benin Management Corp
Connecticut
$804K -$109K -400 -12%
CA
2208
Claro Advisors
Massachusetts
$804K +$24.9K +91 +3%
LF
2209
LifeSteps Financial
California
$803K +$5.46K +20 +0.7%
BCA
2210
Biltmore Capital Advisors
New Jersey
$800K +$234K +856 +41%
AWM
2211
Aevitas Wealth Management
Massachusetts
$799K – – –
IFO
2212
Independent Family Office
New York
$799K – – –
BCM
2213
Boltwood Capital Management
California
$798K +$12.3K +45 +2%
DA
2214
Detalus Advisors
Missouri
$795K -$168K -617 -17%
FNB
2215
Farmers National Bank
Kentucky
$794K +$794K +3,425 New
BP
2216
BCK Partners
New York
$794K – – –
B
2217
Barings
North Carolina
$788K -$174K -638 -18%
FIA
2218
Foundations Investment Advisors
Arizona
$787K +$75.1K +270 +11%
SSA
2219
South Street Advisors
New York
$786K – – –
CIM
2220
Chapman Investment Management
California
$786K +$786K +2,880 New
EA
2221
Elm Advisors
California
$785K +$54.6K +200 +7%
RWB
2222
RMR Wealth Builders
New Jersey
$784K -$218K -800 -22%
CMP
2223
Courage Miller Partners
Virginia
$784K – – –
VAG
2224
VisionPoint Advisory Group
Texas
$784K +$1.15K +4 +0.1%
TFO
2225
Tarbox Family Office
California
$779K -$99.6K -365 -11%
87 88
89
90 91