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 %
HC
651
Hendley & Co
Ohio
$14.6M -$51.6K -189 -0.4%
SAM
652
Satovsky Asset Management
New York
$14.6M +$392K +1,437 +3%
ASN
653
Advisory Services Network
Georgia
$14.6M +$923K +3,380 +7%
WCM
654
Weik Capital Management
Pennsylvania
$14.6M -$592K -2,170 -4%
WA
655
WP Advisors
California
$14.4M +$39.6K +145 +0.3%
PWLP
656
Prio Wealth Limited Partnership
Massachusetts
$14.4M -$174K -637 -1%
WF
657
WoodTrust Financial
Wisconsin
$14.4M +$725K +2,656 +5%
PHS
658
Pekin Hardy Strauss
Illinois
$14.3M +$36.8K +135 +0.3%
IRF
659
IBM Retirement Fund
New York
$14.3M -$121K -444 -0.8%
RSVP
660
Ramsay Stattman Vela & Price
Colorado
$14.3M +$11.7K +43 +0.1%
NFG
661
Nations Financial Group
Iowa
$14.3M +$91.7K +336 +0.6%
CIA
662
Choate Investment Advisors
Massachusetts
$14.2M +$43.1K +158 +0.3%
NA
663
NewEdge Advisors
Louisiana
$14.1M +$576K +2,112 +4%
SFS
664
Sowell Financial Services
Arkansas
$14.1M -$1.19M -4,357 -8%
CIM
665
Corda Investment Management
Texas
$14.1M -$228K -835 -2%
CA
666
Callahan Advisors
Texas
$14M +$110K +402 +0.8%
AIM
667
Allen Investment Management
New York
$14M +$300K +1,100 +2%
AI
668
Atria Investments
North Carolina
$14M -$166K -610 -1%
WorldQuant Millennium Advisors
669
WorldQuant Millennium Advisors
New York
$13.9M +$691K +2,530 +5%
BRWA
670
B. Riley Wealth Advisors
Florida
$13.9M +$163K +597 +1%
S
671
SignatureFD
Georgia
$13.8M +$281K +1,029 +2%
TWM
672
TLW Wealth Management
Florida
$13.8M +$83.8K +307 +0.6%
FCBT
673
First Citizens Bank & Trust
North Carolina
$13.8M -$302K -1,108 -2%
SWP
674
Stratos Wealth Partners
Ohio
$13.8M -$927K -3,395 -6%
SWM
675
Sculati Wealth Management
Michigan
$13.7M -$76.4K -280 -0.6%
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