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 %
FNBOMD
2226
First National Bank of Mount Dora
Florida
$776K – – –
TCWM
2227
Total Clarity Wealth Management
Illinois
$776K +$65.3K +239 +9%
TFF
2228
The Family Firm
Maryland
$776K +$36.8K +1,574 +5%
RHAM
2229
Round Hill Asset Management
California
$775K – – –
HWA
2230
HHM Wealth Advisors
Tennessee
$774K – – –
LWA
2231
Lenox Wealth Advisors
New York
$774K +$140K +511 +22%
TCM
2232
Triumph Capital Management
Colorado
$773K – – –
BMC
2233
Beaton Management Company
Massachusetts
$772K -$6.82K -25 -0.9%
MFGM
2234
Marshall Financial Group (Maryland)
Maryland
$771K -$237K -870 -24%
OHU
2235
Odey Holdings (UK)
United Kingdom
$771K +$334K +1,224 +77%
KWM
2236
Keebeck Wealth Management
Illinois
$770K +$54.6K +200 +8%
JLBC
2237
J.L. Bainbridge & Co
Florida
$764K -$5.46K -20 -0.7%
CRWM
2238
Castle Rock Wealth Management
California
$763K +$18.8K +65 +3%
TLP
2239
Trinity Legacy Partners
Texas
$759K +$48.8K +179 +7%
ECM
2240
Estabrook Capital Management
New York
$758K -$519K -1,900 -41%
DBG
2241
De Burlo Group
Massachusetts
$757K -$19M -69,500 -96%
ACA
2242
Ackerman Capital Advisors
Texas
$755K -$1.37K -5 -0.2%
SIC
2243
Samalin Investment Counsel
New York
$752K +$13.9K +51 +2%
TC
2244
Tacita Capital
Ontario, Canada
$751K -$19.9K -73 -3%
FCA
2245
FinTrust Capital Advisors
South Carolina
$751K -$18.8K -69 -2%
AIA
2246
Allied Investment Advisors
Montana
$751K -$819 -3 -0.1%
PWM
2247
PBMares Wealth Management
Virginia
$749K – – –
CC
2248
Cornerstone Capital
California
$748K – – –
BCM
2249
Bienville Capital Management
New York
$748K – – –
JIP
2250
JBJ Investment Partners
South Carolina
$748K – – –
88 89
90
91 92