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 %
HB
551
Homrich & Berg
Georgia
$19.8M -$298K -1,090 -1%
RC
552
RBO & Co
California
$19.8M – – –
EH
553
Equitable Holdings
New York
$19.6M +$135K +493 +0.7%
ACI
554
Alpha Cubed Investments
California
$19.5M +$699K +2,561 +4%
MWM
555
Modera Wealth Management
New Jersey
$19.3M +$399K +1,462 +2%
IAA
556
Independent Advisor Alliance
North Carolina
$19.2M +$950K +3,479 +5%
AFA
557
American Financial Advisors
Georgia
$19.1M -$764K -2,799 -4%
Verition Fund Management
558
Verition Fund Management
Connecticut
$19.1M +$2.25M +8,252 +13%
HLCM
559
Hi-Line Capital Management
South Dakota
$19.1M +$1.2M +4,414 +7%
H
560
HoyleCohen
California
$19M +$1.03M +3,770 +6%
LOPW
561
Live Oak Private Wealth
North Carolina
$18.9M +$347K +1,270 +2%
SBWIC
562
Schaper Benz & Wise Investment Counsel
Wisconsin
$18.8M +$352K +1,290 +2%
CWM
563
Cabot Wealth Management
Massachusetts
$18.8M +$339K +1,243 +2%
BC
564
Burney Company
Virginia
$18.8M +$3.06M +11,219 +19%
KCM
565
Kanawha Capital Management
Virginia
$18.8M -$742K -2,717 -4%
RGC
566
Roberts, Glore & Co
Illinois
$18.8M -$91.4K -335 -0.5%
IPGDR
567
Investidor Profissional Gestao de Recursos
Brazil
$18.7M +$15.2M +55,629 +429%
Cetera Investment Advisers
568
Cetera Investment Advisers
Illinois
$18.7M -$7.06M -25,865 -27%
Bessemer Group
569
Bessemer Group
New Jersey
$18.7M -$13.1K -48 -0.1%
EIP
570
Epoch Investment Partners
New York
$18.6M +$18.6M +68,260 New
BFO
571
Boston Family Office
Massachusetts
$18.6M -$6.01K -22 -0%
BWAM
572
Boyd Watterson Asset Management
Ohio
$18.5M +$18.5M +67,645 New
EWA
573
EP Wealth Advisors
California
$18.4M -$66.9K -245 -0.4%
CAM
574
Cresset Asset Management
Illinois
$18.4M +$2.25M +8,257 +14%
PA
575
Pinnacle Associates
New York
$18.3M +$8.73K +32 +0%
21 22
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