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 %
OLA
2326
Oliver Luxxe Assets
New Jersey
$653K – – –
OCPWS
2327
One Charles Private Wealth Services
Massachusetts
$652K -$1.37K -5 -0.2%
SF
2328
Symphony Financial
Texas
$651K -$210K -758 -24%
BP
2329
Broadleaf Partners
Ohio
$651K – – –
CWA
2330
Clearview Wealth Advisors
Oregon
$650K – – –
DSC
2331
Duncker Streett & Co
Missouri
$649K -$77K -282 -11%
VIM
2332
Vista Investment Management
Pennsylvania
$649K +$5.19K +19 +0.8%
OAM
2333
Oak Asset Management
California
$648K – – –
SC
2334
Schoolcraft Capital
Colorado
$648K – – –
3F
2335
360 Financial
Minnesota
$647K -$26.8K -98 -4%
BBHC
2336
Brown Brothers Harriman & Co
New York
$646K -$12.9K -47,273 -2%
PAM
2337
Palisade Asset Management
Minnesota
$646K – – –
CCM
2338
Coerente Capital Management
Ontario, Canada
$645K -$5.46K -20 -0.8%
SFG
2339
Sovereign Financial Group
Connecticut
$644K -$22.9K -84 -3%
PC
2340
Port Capital
Illinois
$644K +$22.4K +82 +4%
KM
2341
Kalos Management
Georgia
$643K +$282K +979 +78%
VBFP
2342
Valtinson Bruner Financial Planning
Minnesota
$642K +$73.6K +256 +13%
BHWA
2343
Beacon Harbor Wealth Advisors
Virginia
$641K -$207K -758 -24%
BIA
2344
Bigelow Investment Advisors
Maine
$641K -$45.6K -167 -7%
VFP
2345
Verus Financial Partners
Virginia
$636K -$29.1K -103 -4%
LC
2346
Landaas & Company
Wisconsin
$636K – – –
HCM
2347
HMS Capital Management
Tennessee
$636K – – –
MCM
2348
Monument Capital Management
Virginia
$636K +$391K +1,434 +160%
CCM
2349
Colorado Capital Management
Colorado
$635K -$32.5K -119 -5%
LFS
2350
Lutz Financial Services
Nebraska
$633K -$32.8K -120 -5%
92 93
94
95 96