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 %
CANC
451
Culbertson A N & Co
Virginia
$28.5M +$605K +2,215 +2%
FBB
452
Fulton Breakefield Broenniman
Maryland
$28.4M +$22.9K +84 +0.1%
SSWM
453
Smith Salley Wealth Management
North Carolina
$28.3M +$277K +1,014 +1%
RFC
454
Regions Financial Corp
Alabama
$28.2M -$131K -481 -0.5%
PCM
455
Prana Capital Management
Connecticut
$28M +$7.63M +27,945 +38%
SC
456
SouthState Corp
Florida
$27.9M +$480K +1,760 +2%
CAM
457
Claret Asset Management
Quebec, Canada
$27.9M -$224K -820 -0.8%
PIC
458
Portland Investment Counsel
Ontario, Canada
$27.7M – – –
LC
459
Lincoln Capital
Nebraska
$27.5M -$433K -1,585 -2%
MSE
460
MUFG Securities EMEA
United Kingdom
$27.5M +$27.5M +100,626 New
SC
461
Steginsky Capital
New York
$27.4M -$149K -546 -0.5%
GJIC
462
Gamble Jones Investment Counsel
California
$27.4M -$174K -637 -0.6%
BPWM
463
Badgley Phelps Wealth Managers
Washington
$27.3M +$27.3M +100,201 New
WPIC
464
White Pine Investment Company
Michigan
$27.2M -$1.21M -4,450 -4%
AAS
465
Avantax Advisory Services
Texas
$27.2M +$1.6M +5,847 +6%
EBSAM
466
Eubel Brady & Suttman Asset Management
Ohio
$27.2M -$472K -1,729 -2%
JWA
467
JFS Wealth Advisors
Pennsylvania
$27M +$393K +1,439 +1%
RG
468
Retirement Group
California
$27M +$666K +2,439 +3%
WIC
469
Whitegate Investment Counselors
New Hampshire
$26.6M +$598K +2,191 +2%
GPCM
470
Greenbrier Partners Capital Management
Texas
$26.5M – – –
CGH
471
Crossmark Global Holdings
Texas
$26.3M +$2.21M +8,082 +9%
FMII
472
Farmers & Merchants Investments Inc
Nebraska
$26.3M +$7.46M +27,320 +40%
NPA
473
Nichols & Pratt Advisers
Massachusetts
$26.2M -$860K -3,120 -3%
MGIA
474
Matthew Goff Investment Advisor
Texas
$26.2M +$195K +713 +0.7%
Qube Research & Technologies (QRT)
475
Qube Research & Technologies (QRT)
United Kingdom
$26.1M +$14.2M +51,936 +119%
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