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 %
GLLW
426
Graves Light Lenhart Wealth
Virginia
$31.3M +$359K +1,314 +1%
CIA
427
Citadel Investment Advisory
Ohio
$31.3M – – –
WIM
428
Waverton Investment Management
United Kingdom
$31.3M -$4.39M -16,080 -12%
SC
429
Saybrook Capital
North Carolina
$31.2M +$39.6K +145 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
430
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$31.1M +$3.24M +11,880 +12%
SWM
431
Segment Wealth Management
Texas
$31.1M +$1.23M +4,499 +4%
TCOV
432
Trust Company of Vermont
Vermont
$31M -$168K -617 -0.5%
AGA
433
Altrinsic Global Advisors
Connecticut
$31M -$11.9M -43,762 -28%
IMRF
434
Illinois Municipal Retirement Fund
Illinois
$31M +$20.4M +74,622 +192%
FT
435
Fiduciary Trust
Massachusetts
$30.8M +$439K +1,608 +1%
BAM
436
Belpointe Asset Management
Nevada
$30.7M +$16.2M +59,387 +112%
BSW
437
Buckingham Strategic Wealth
Missouri
$30.6M -$5.58M -20,443 -15%
KAS
438
Kemnay Advisory Services
New York
$30.5M +$3.32M +12,177 +12%
TNB
439
Thomasville National Bank
Georgia
$30.4M +$720K +2,637 +2%
CAI
440
Capital Advisors Inc
Oklahoma
$30.3M +$3.57M +13,073 +13%
Pacer Advisors
441
Pacer Advisors
Pennsylvania
$30.1M -$1M -3,678 -3%
CS
442
Cannell & Spears
New York
$29.9M +$538K +1,971 +2%
ECM
443
Elgethun Capital Management
South Dakota
$29.8M +$65K +238 +0.2%
AMCA
444
Arthur M. Cohen & Associates
Illinois
$29.7M -$111K -405 -0.4%
KRS
445
Kentucky Retirement Systems
Kentucky
$29.5M -$592K -2,168 -2%
AWM
446
AE Wealth Management
Kansas
$29.5M -$1.7M -6,245 -5%
GD
447
Grandfield & Dodd
New York
$29.4M +$264K +966 +0.9%
SWA
448
SFMG Wealth Advisors
Texas
$29M -$210K -771 -0.7%
CC
449
Cadinha & Co
Hawaii
$28.9M +$463K +1,697 +2%
VFA
450
Valeo Financial Advisors
Indiana
$28.6M +$16.8K +109 +0.1%
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