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 %
WBC
701
Westpac Banking Corp
Australia
$12.8M -$33.9M -124,198 -73%
LNC
702
Lincoln National Corp
Pennsylvania
$12.7M -$546 -2 -0%
WPW
703
Waldron Private Wealth
Pennsylvania
$12.7M +$579K +2,122 +5%
WSTAM
704
Wilbanks Smith & Thomas Asset Management
Virginia
$12.7M +$237K +868 +2%
MCM
705
Murphy Capital Management
New Jersey
$12.6M -$246K -902 -2%
TCCM
706
Timber Creek Capital Management
Massachusetts
$12.6M -$37.4K -137 -0.3%
WFG
707
Wills Financial Group
Virginia
$12.5M -$332K -1,218 -3%
CPA
708
Court Place Advisors
Maryland
$12.4M +$34.1K +125 +0.3%
SIM
709
Sterling Investment Management
Arizona
$12.4M -$5.46K -20 -0%
SI
710
Sprott Inc
Ontario, Canada
$12.4M -$682K -2,500 -5%
MCA
711
Mercer Capital Advisers
New Jersey
$12.3M -$564K -2,065 -4%
HHMI
712
Howard Hughes Medical Institute
Maryland
$12.3M – – –
ERIM
713
Eagle Ridge Investment Management
Connecticut
$12.3M -$41.8K -153 -0.3%
SAM
714
Synergy Asset Management
Washington
$12.2M +$12M +43,934 +5,004%
AF
715
Allworth Financial
California
$12.2M +$618K +2,264 +5%
AC
716
Allstate Corporation
Illinois
$12.2M -$790K -2,893 -6%
GIA
717
GHP Investment Advisors
Colorado
$12.2M +$556K +2,038 +5%
GWM
718
Geneos Wealth Management
Colorado
$12.2M +$155K +562 +1%
EWM
719
Edge Wealth Management
New York
$12.1M +$662K +2,424 +6%
PAM
720
Peak Asset Management
Colorado
$12M -$108K -396 -0.9%
PAIM
721
Punch & Associates Investment Management
Minnesota
$12M +$31.4K +115 +0.3%
WAM
722
World Asset Management
Michigan
$11.9M -$835K -3,059 -7%
GW
723
GW & Wade
Massachusetts
$11.9M +$144K +529 +1%
KOCAA
724
Knights of Columbus Asset Advisors
Connecticut
$11.9M +$109K +401 +0.9%
JWBC
725
J.W. Burns & Co
New York
$11.9M +$238K +871 +2%
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