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 %
OPWM
2276
Oakwell Private Wealth Management
Texas
$718K – – –
SCI
2277
Stableford Capital II
Arizona
$717K -$34.9K -124 -5%
AWM
2278
Atticus Wealth Management
Florida
$716K -$6.55K -24 -0.9%
IA
2279
Inspire Advisors
Idaho
$715K -$27.3K -100 -4%
CYG
2280
Clean Yield Group
Vermont
$715K +$3.82K +14 +0.5%
CF
2281
Copperwynd Financial
Arizona
$714K +$402K +1,472 +129%
IA
2282
IAM Advisory
Pennsylvania
$711K +$711K +2,530 New
CPW
2283
Catalyst Private Wealth
California
$710K – – –
SAM
2284
Strategic Asset Management
Minnesota
$709K +$709K +2,505 New
CCA
2285
Cadent Capital Advisors
Oklahoma
$708K – – –
LFA
2286
Legend Financial Advisors
Pennsylvania
$707K +$12K +44 +2%
MNBTD
2287
Moody National Bank Trust Division
Texas
$707K +$27.3K +100 +4%
FNBTCON
2288
First National Bank & Trust Co of Newtown
Pennsylvania
$706K +$98.3K +360 +16%
EWP
2289
Engrave Wealth Partners
Texas
$704K – – –
S
2290
Surevest
California
$704K +$15K +55 +2%
Aristotle Capital Management
2291
Aristotle Capital Management
California
$703K -$253K -925 -26%
RIM
2292
Rockbridge Investment Management
New York
$703K -$4.91K -18 -0.7%
SW
2293
SkyOak Wealth
Michigan
$701K – – –
RWA
2294
RGT Wealth Advisors
Texas
$697K -$54.6K -200 -7%
SIS
2295
Sound Income Strategies
Florida
$694K -$546 -2 -0.1%
BHBT
2296
Burke & Herbert Bank & Trust
Virginia
$694K – – –
HCM
2297
Hengehold Capital Management
Ohio
$691K -$11.7K -43 -2%
WTFG
2298
Wells Trecaso Financial Group
Ohio
$691K +$13.7K +50 +2%
APSP
2299
Asset Planning Services (Pennsylvania)
Pennsylvania
$687K -$51K -187 -7%
MIM
2300
Marco Investment Management
Georgia
$687K +$35.5K +130 +5%
90 91
92
93 94