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 %
MGIA
601
Moneta Group Investment Advisors
Missouri
$16.9M +$1.74M +6,357 +11%
NB
602
Norinchukin Bank
Japan
$16.9M +$1.15M +4,221 +7%
CAMG
603
CWA Asset Management Group
Florida
$16.9M +$240K +878 +1%
FG
604
Fiduciary Group
Georgia
$16.8M -$138K -473 -0.8%
FCH
605
Freestone Capital Holdings
Washington
$16.8M +$4.29M +15,720 +34%
PGIM
606
Pacific Global Investment Management
California
$16.8M -$164K -601 -1%
NL
607
NWAM LLC
Washington
$16.8M +$807K +2,956 +5%
AWM
608
Absher Wealth Management
North Carolina
$16.7M -$3.23M -11,830 -16%
HPCM
609
Hunter Perkins Capital Management
Illinois
$16.5M -$34.1K -125 -0.2%
CTI
610
Community Trust & Investment
Kentucky
$16.5M +$420K +1,538 +3%
AP
611
Advisor Partners
California
$16.5M -$794K -2,910 -5%
ZIG
612
Zuckerman Investment Group
Illinois
$16.5M -$427K -1,565 -3%
LFG
613
Lazard Frères Gestion
France
$16.4M +$1.1M +4,000 +7%
GCM
614
Gabalex Capital Management
New York
$16.4M – – –
SW
615
SVB Wealth
Massachusetts
$16.4M +$112K +409 +0.7%
NFC
616
Northeast Financial Consultants
Connecticut
$16.3M -$2.32M -8,509 -12%
PTB
617
Pioneer Trust Bank
Oregon
$16.3M +$544K +1,994 +3%
H
618
Hexavest
Quebec, Canada
$16.3M -$2.89M -10,606 -15%
GI
619
GAMCO Investors
Connecticut
$16.2M -$835K -3,061 -5%
WCM
620
Wedge Capital Management
North Carolina
$16.2M +$107K +393 +0.7%
SFA
621
Sequoia Financial Advisors
Ohio
$16.1M -$12.1M -44,269 -43%
OA
622
Oxbow Advisors
Texas
$16M +$15.4M +56,444 +2,510%
VM
623
Venator Management
Pennsylvania
$16M -$461K -1,690 -3%
EP
624
Elkhorn Partners
Nebraska
$16M -$43.7K -160 -0.3%
LDFR
625
Lehman & Derafelo Financial Resources
Pennsylvania
$15.9M -$704K -2,580 -4%
23 24
25
26 27