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 %
GA
2301
Greenhaven Associates
New York
$683K -$6.41M -23,490 -90%
GG
2302
Gleason Group
Kentucky
$682K – – –
CIG
2303
Cairn Investment Group
Washington
$681K – – –
DP
2304
Denver PWM
Colorado
$681K +$3K +11 +0.4%
MWP
2305
Madison Wealth Partners
Wisconsin
$681K +$4.91K +18 +0.7%
ALAM
2306
Asahi Life Asset Management
Japan
$678K -$229K -840 -25%
SFWC
2307
Strategic Family Wealth Counselors
New Jersey
$678K – – –
GG
2308
Golden Green
South Carolina
$678K +$380K +1,394 +128%
MWM
2309
Mascoma Wealth Management
New Hampshire
$676K – – –
RCM
2310
RNC Capital Management
California
$675K – – –
CCP
2311
Clarkston Capital Partners
Michigan
$675K +$76.7K +281 +13%
LB
2312
Legacy Bridge
Iowa
$673K – – –
CT
2313
Clearstead Trust
Maine
$672K -$94.1K -345 -12%
EFG
2314
Everhart Financial Group
Ohio
$671K +$45.6K +167 +7%
LAM
2315
L2 Asset Management
Massachusetts
$670K -$2.07M -7,585 -76%
RAM
2316
Riggs Asset Management
Pennsylvania
$670K – – –
DFA
2317
DHJJ Financial Advisors
Illinois
$668K -$8.19K -30 -1%
FC
2318
Financial Consulate
Maryland
$668K +$53.5K +196 +9%
DIP
2319
DT Investment Partners
Pennsylvania
$668K +$668K +2,447 New
SFG
2320
StrategIQ Financial Group
Indiana
$667K – – –
PPW
2321
Pasadena Private Wealth
California
$666K +$83K +304 +14%
ACWM
2322
Adams Chetwood Wealth Management
North Carolina
$657K +$9.55K +35 +1%
CT
2323
Columbia Trust
Oregon
$656K – – –
MC
2324
Machina Capital
France
$655K +$655K +2,400 New
MSCM
2325
McElhenny Sheffield Capital Management
Texas
$654K +$654K +2,395 New
91 92
93
94 95