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 %
Bank Julius Baer & Co
501
Bank Julius Baer & Co
Switzerland
$23.9M -$985K -3,609 -4%
SAM
502
Silvercrest Asset Management
New York
$23.8M -$1.65M -6,056 -6%
Wealthfront Advisers
503
Wealthfront Advisers
California
$23.8M +$1.56M +5,723 +7%
ACG
504
Allen Capital Group
Nebraska
$23.6M +$109K +399 +0.5%
JIC
505
Johnson Investment Counsel
Ohio
$23.5M -$192K -703 -0.8%
EDRH
506
Edmond de Rothschild Holding
Switzerland
$23.5M -$138K -507 -0.6%
DWM
507
Doyle Wealth Management
Florida
$23.4M -$144K -526 -0.6%
CFA
508
Carroll Financial Associates
North Carolina
$23.4M -$249K -914 -1%
KPWS
509
Kestra Private Wealth Services
Texas
$23.4M +$459K +1,683 +2%
WTC
510
WhitTier Trust Company
Nevada
$23.4M +$413K +1,512 +2%
MCM
511
MAI Capital Management
Ohio
$23.2M +$1.26M +4,602 +6%
Jones Financial Companies
512
Jones Financial Companies
Missouri
$23.2M -$425K -1,557 -2%
BFA
513
Beaumont Financial Advisors
Massachusetts
$23.2M +$24K +88 +0.1%
TYCC
514
Texas Yale Capital Corp
Florida
$23.1M -$828K -3,035 -3%
SPIA
515
Steward Partners Investment Advisory
New York
$23M +$160K +588 +0.7%
NMIMC
516
Northwestern Mutual Investment Management Company
Wisconsin
$23M -$514K -1,882 -2%
BSA
517
Braun Stacey Associates
New York
$23M -$493K -1,805 -2%
ST
518
Spinnaker Trust
Maine
$22.9M +$714K +2,615 +3%
SI
519
Stephens Inc
Arkansas
$22.8M -$1.03M -3,790 -4%
DZ Bank
520
DZ Bank
Germany
$22.7M +$853K +3,121 +4%
LWCA
521
Locust Wood Capital Advisers
New York
$22.6M +$644K +2,361 +3%
RC
522
Reik & Co
New York
$22.6M – – –
FDCC
523
Foster Dykema Cabot & Co
Massachusetts
$22.5M -$536K -1,965 -2%
YIA
524
YHB Investment Advisors
Connecticut
$22.5M -$1.93M -7,072 -8%
PC
525
Pecaut & Co
Iowa
$22.3M -$1.64M -6,025 -7%
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