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 %
ABTD
2401
Arvest Bank Trust Division
Oklahoma
$577K +$30.9K +113 +6%
WPW
2402
Warther Private Wealth
Ohio
$574K -$1.05M -3,802 -65%
CAL
2403
Capital Advisors Ltd
Ohio
$573K – – –
WAM
2404
Winslow Asset Management
Ohio
$571K +$2.73K +10 +0.5%
HG
2405
Harbor Group
New Hampshire
$568K – – –
FMP
2406
Financial Management Professionals
Texas
$567K +$3.55K +13 +0.6%
AHC
2407
Anderson Hoagland & Co
Missouri
$567K +$124K +456 +28%
APSI
2408
Asset Planning Services Inc
Louisiana
$566K – – –
CWM
2409
Centric Wealth Management
Illinois
$565K +$9.82K +36 +2%
HFBOT
2410
Home Federal Bank of Tennessee
Tennessee
$564K -$210K -770 -27%
LIM
2411
Lagoda Investment Management
New York
$564K – – –
BA
2412
Bluesphere Advisors
Pennsylvania
$564K – – –
MIM
2413
Miller Investment Management
Pennsylvania
$564K +$564K +2,065 New
CCM
2414
Chilton Capital Management
Texas
$563K +$109K +400 +24%
LB
2415
Leo Brokerage
Texas
$562K +$37.4K +137 +7%
AIA
2416
Arbor Investment Advisors
North Carolina
$561K -$1.01M -3,700 -64%
AI
2417
AXS Investments
New York
$558K -$4.69M -17,184 -89%
ACP
2418
Arcus Capital Partners
Georgia
$558K -$183K -672 -25%
CBN
2419
Cadence Bank NA
Texas
$558K -$40.9K -150 -7%
WFA
2420
Wellspring Financial Advisors
Ohio
$558K – – –
MTCM
2421
Mint Tower Capital Management
Netherlands
$557K +$557K +2,040 New
OAJ
2422
Ogorek Anthony Joseph
New York
$556K – – –
MC
2423
Mayar Capital
United Kingdom
$556K – – –
CIA
2424
Cascade Investment Advisors
Oregon
$554K +$50.5K +185 +10%
FVWA
2425
Foster Victor Wealth Advisors
South Carolina
$554K +$199K +728 +56%
95 96
97
98 99