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 %
TA
2376
Trellis Advisors
Washington
$604K -$1.09K -4 -0.2%
MC
2377
Matisse Capital
Oregon
$602K – – –
SSCA
2378
South Shore Capital Advisors
Massachusetts
$601K -$15.3K -56 -2%
FOA
2379
Five Oceans Advisors
California
$600K +$600K +2,197 New
CWM
2380
Concentric Wealth Management
California
$598K – – –
FUBT
2381
First United Bank & Trust
Maryland
$596K -$15.8K -58 -3%
VBCG
2382
Valley Brook Capital Group
Pennsylvania
$596K – – –
DP
2383
Dearborn Partners
Illinois
$594K +$47.7K +175 +9%
MGAM
2384
McGowan Group Asset Management
Texas
$592K – – –
JC
2385
JB Capital
Connecticut
$592K +$592K +2,170 New
KWILP
2386
Kiwi Wealth Investments Limited Partnership
New Zealand
$591K -$179K -656 -23%
BWA
2387
Bordeaux Wealth Advisors
California
$588K -$307K -1,125 -34%
PSP
2388
Principal Street Partners
Tennessee
$588K +$23.5K +86 +4%
AP
2389
Adero Partners
California
$588K +$33.9K +124 +6%
SVCP
2390
Silicon Valley Capital Partners
California
$588K +$165K +606 +39%
BSG
2391
Black Swift Group
Colorado
$587K – – –
SI
2392
SimpliFi Inc
California
$587K – – –
CSPAM
2393
Cary Street Partners Asset Management
Virginia
$587K – – –
KIC
2394
Keating Investment Counselors
Florida
$586K – – –
IF
2395
Insight Folios
North Carolina
$586K +$1.09K +4 +0.2%
CISOA
2396
Capital Investment Services of America
Wisconsin
$580K – – –
VST
2397
Van Strum & Towne
California
$579K -$286K -1,050 -33%
BSSFA
2398
Baron Silver Stevens Financial Advisors
Florida
$578K -$68.2K -250 -11%
ZB
2399
Zions Bancorporation
Utah
$578K +$134K +490 +30%
SEIA
2400
Signature Estate & Investment Advisors
California
$577K +$6.82K +25 +1%
94 95
96
97 98