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 %
LNWWM
676
Laird Norton Wetherby Wealth Management
California
$13.7M -$200K -731 -1%
FCM
677
Fairholme Capital Management
Florida
$13.6M – – –
VCM
678
Violich Capital Management
California
$13.6M +$72.3K +265 +0.5%
SSB
679
Sandy Spring Bank
Maryland
$13.6M +$229K +839 +2%
BU
680
BBVA USA
Alabama
$13.6M -$1.63M -5,965 -11%
VF
681
Virtu Financial
New York
$13.6M -$10.1M -36,846 -43%
BFG
682
Beacon Financial Group
Texas
$13.6M -$348K -1,256 -3%
CW
683
Connectus Wealth
Ohio
$13.5M -$14.2M -52,073 -51%
TCOK
684
Trust Company of Kansas
Kansas
$13.5M +$51.3K +188 +0.4%
Lido Advisors
685
Lido Advisors
California
$13.5M -$4.31M -15,780 -24%
CC
686
Chicago Capital
Illinois
$13.5M +$13.6K +50 +0.1%
AAM
687
Autus Asset Management
Arizona
$13.5M -$98.3K -360 -0.7%
BAM
688
Barrett Asset Management
New York
$13.4M +$41.5K +152 +0.3%
HIA
689
Harbor Investment Advisory
Maryland
$13.4M +$16.9K +62 +0.1%
LKIM
690
Lawson Kroeker Investment Management
Nebraska
$13.3M -$89.5K -328 -0.7%
MWM
691
Minot Wealth Management
Massachusetts
$13.3M +$231K +847 +2%
DLCIG
692
D.L. Carlson Investment Group
New Hampshire
$13.2M +$110K +402 +0.8%
ACA
693
Anchor Capital Advisors
Massachusetts
$13.2M -$267K -977 -2%
KRSITF
694
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$13.2M -$264K -969 -2%
QF
695
QVT Financial
New York
$13.1M – – –
BG
696
Bahl & Gaynor
Ohio
$13.1M -$46.9K -172 -0.4%
BCM
697
Banyan Capital Management
Georgia
$13M +$35.2K +129 +0.3%
MFWM
698
Motley Fool Wealth Management
Virginia
$13M -$130K -476 -1%
Capstone Investment Advisors
699
Capstone Investment Advisors
New York
$12.9M -$26.5M -97,036 -67%
ECM
700
Evergreen Capital Management
Washington
$12.9M +$6.5M +23,832 +101%
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