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 %
CAM
576
Close Asset Management
United Kingdom
$18.3M +$737K +2,701 +4%
AFG
577
Albion Financial Group
Utah
$18.2M -$231K -848 -1%
AL
578
Aspiriant LLC
California
$18.2M -$254K -929 -1%
KFA
579
Kelleher Financial Advisors
New York
$18.2M +$11.2M +41,176 +161%
MA
580
Mutual Advisors
Nebraska
$18.2M +$342K +1,253 +2%
RIL
581
Rothschild Investment LLC
Illinois
$18.2M -$790K -2,893 -4%
Vontobel Holding
582
Vontobel Holding
Switzerland
$18.1M -$8.29M -30,385 -31%
MRCM
583
M&R Capital Management
New Jersey
$18.1M -$90.6K -332 -0.5%
TVAMP
584
Tennessee Valley Asset Management Partners
Tennessee
$18M +$832K +3,049 +5%
AWM
585
Altium Wealth Management
New York
$17.9M +$221K +809 +1%
UB
586
UMB Bank
Missouri
$17.9M -$75.1K -275 -0.4%
CCT
587
Country Club Trust
Missouri
$17.8M +$435K +1,569 +3%
AJ
588
Ashburton (Jersey)
Jersey
$17.6M -$457K -1,674 -3%
NIPH
589
NN Investment Partners Holdings
Netherlands
$17.6M -$347K -1,271 -2%
PCM
590
Poehling Capital Management
Wisconsin
$17.6M -$44.8K -164 -0.3%
BCI
591
Brinker Capital Investments
Pennsylvania
$17.6M +$44.9K +162 +0.3%
FAM
592
Fenimore Asset Management
New York
$17.5M -$2.58M -9,469 -13%
ACM
593
Advisors Capital Management
New Jersey
$17.4M -$1.04M -3,828 -6%
AIM
594
AMI Investment Management
Indiana
$17.3M -$4.31M -15,804 -20%
USCWA
595
U.S. Capital Wealth Advisors
Texas
$17.3M +$17.3M +63,263 New
SN
596
Sittner & Nelson
Oregon
$17.2M -$156K -571 -0.9%
VW
597
Vantage Wealth
California
$17.2M +$433K +1,585 +3%
WCMN
598
Westchester Capital Management (Nebraska)
Nebraska
$17M +$269K +985 +2%
SF
599
Synovus Financial
Georgia
$17M -$591K -2,167 -3%
CCMD
600
Cypress Capital Management (Delaware)
Delaware
$16.9M – – –
22 23
24
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