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.

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
1
Barclays
United Kingdom
$1.75B
2
HCM
2
Himalaya Capital Management
Washington
$245M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$370M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$517M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$191M

Top Sellers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$10.6B
2
BlackRock
2
BlackRock
New York
$28.7B
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$188M
4
State Street
4
State Street
Massachusetts
$20.8B
5
VAM
5
Vontobel Asset Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FA
2901
Fortis Advisors
Pennsylvania
$199K 728 +54 +8%
MAM
2902
McCarthy Asset Management
California
$197K 720 -295 -29%
FRA
2903
Front Row Advisors
California
$196K 719 – –
APWA
2904
Atlas Private Wealth Advisors
New Jersey
$195K 713 – –
AC
2905
AlphaCore Capital
California
$194K 709 – –
VLKIM
2906
Van Lanschot Kempen Investment Management
Netherlands
$191K 700 -11,201 -94%
KFS
2907
Kelly Financial Services
Massachusetts
$188K 689 -190,798 -100%
APW
2908
Acima Private Wealth
Virginia
$185K 679 – –
HIM
2909
Hillsdale Investment Management
Ontario, Canada
$184K 675 – –
WPA
2910
West Paces Advisors
Georgia
$183K 670 +57 +9%
AIM
2911
Arcadia Investment Management
Michigan
$180K 659 – –
T
2912
TOBAM
France
$180K 661 +285 +76%
OBWP
2913
O'Brien Wealth Partners
Massachusetts
$177K 638 -173 -21%
FWC
2914
First Washington Corp
Washington
$177K 650 – –
MFA
2915
McClarren Financial Advisors
Pennsylvania
$177K 652 – –
MIM
2916
Macroview Investment Management
Maryland
$177K 650 – –
IBOK
2917
Independence Bank of Kentucky
Kentucky
$177K 647 +42 +7%
PA
2918
PSI Advisors
Florida
$172K 632 +632 New
TFIPS
2919
Towarzystwo Funduszy Inwestycyjnych PZU SA
$169K 620 +90 +17%
LD
2920
Lipe & Dalton
New York
$165K 605 – –
OSNBOA
2921
Old Second National Bank of Aurora
Illinois
$162K 595 +15 +3%
WWM
2922
Wolff Wiese Magana
California
$155K 568 -41 -7%
FFA
2923
Freedman Financial Associates
Massachusetts
$155K 569 +22 +4%
TLFA
2924
True Link Financial Advisors
California
$153K 562 +555 +7,929%
ACM
2925
Adalta Capital Management
New York
$151K 553 – –
115 116
117
118 119