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 %
EW
2351
Element Wealth
Mississippi
$632K -$1.91K -7 -0.3%
NCM
2352
Northwest Capital Management
Oregon
$632K +$2.89K +10 +0.5%
HGWM
2353
Horst & Graben Wealth Management
Oregon
$630K – – –
WJA
2354
Willis Johnson & Associates
Texas
$629K -$273K -1,002 -30%
CFD
2355
Creative Financial Designs
Indiana
$629K +$4.36K +16 +0.7%
WI
2356
Wintrust Investments
Illinois
$627K -$21.6M -117,024 -97%
CASB
2357
Cape Ann Savings Bank
Massachusetts
$626K -$153K -560 -20%
SRC
2358
Sage Rhino Capital
California
$626K +$27.9K +102 +5%
CCM
2359
Crew Capital Management
Ohio
$625K – – –
DWM
2360
Darwin Wealth Management
Florida
$624K -$26.5K -97 -4%
NED
2361
Nancy E. Dempze
$624K – – –
AssetMark Inc
2362
AssetMark Inc
California
$623K -$7.7M -28,180 -93%
KLCM
2363
KG&L Capital Management
Louisiana
$621K +$3.55K +13 +0.6%
SICM
2364
Sustainable Insight Capital Management
New York
$621K +$15.6K +57 +3%
SH
2365
Svenska Handelsbanken
Sweden
$620K +$620K +2,270 New
CAG
2366
Compass Advisory Group
New York
$619K +$2.46K +9 +0.4%
SWP
2367
ShoreHaven Wealth Partners
New Jersey
$616K – – –
TF
2368
Trek Financial
Arizona
$616K +$86.4K +317 +16%
AAIM
2369
American Assets Investment Management
California
$614K – – –
AA
2370
Advisory Alpha
Michigan
$612K -$19.4K -71 -3%
ICP
2371
Interchange Capital Partners
Pennsylvania
$612K -$9.27K -34 -1%
EWA
2372
ERTS Wealth Advisors
Michigan
$612K +$37.1K +136 +6%
OR
2373
Olympiad Research
Connecticut
$611K -$59.5K -218 -9%
Members Trust
2374
Members Trust
Florida
$609K – – –
NPT
2375
Nixon Peabody Trust
Massachusetts
$606K +$205K +750 +51%
93 94
95
96 97