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 %
OIA
751
OneDigital Investment Advisors
Kansas
$10.7M +$690K +2,529 +7%
HKIM
752
Hayek Kallen Investment Management
Alabama
$10.7M -$145K -530 -1%
BCV
753
Banque Cantonale Vaudoise
Switzerland
$10.7M -$764K -2,798 -7%
CIA
754
Capital Investment Advisors
Georgia
$10.7M +$182K +666 +2%
ANBT
755
American National Bank & Trust
Texas
$10.7M -$1.91K -7 -0%
SFS
756
Summit Financial Strategies
Ohio
$10.7M -$132K -485 -1%
DT
757
Diversified Trust
Tennessee
$10.6M -$111K -407 -1%
ATIA
758
American Trust Investment Advisors
New Hampshire
$10.6M +$19.9K +73 +0.2%
MC
759
Middleton & Co
Massachusetts
$10.6M -$431K -1,578 -4%
SIM
760
Studio Investment Management
Illinois
$10.6M +$10.6M +38,714 New
ODCM
761
Old Dominion Capital Management
Virginia
$10.5M -$41.2K -151 -0.4%
ACA
762
Aptus Capital Advisors
Alabama
$10.5M +$1.3M +4,754 +14%
FNT
763
First National Trust
Pennsylvania
$10.5M +$168K +616 +2%
TIAM
764
TT International Asset Management
United Kingdom
$10.5M -$3.88M -14,214 -27%
CA
765
Cornerstone Advisory
Maryland
$10.5M -$137K -502 -1%
HAG
766
HighPoint Advisor Group
Illinois
$10.5M +$697K +2,554 +7%
WC
767
Whitney & Co
New York
$10.4M +$120K +440 +1%
BIP
768
Brandes Investment Partners
California
$10.4M +$1.24M +4,549 +14%
KJWM
769
Kiley Juergens Wealth Management
Washington
$10.4M +$771K +2,824 +8%
P3I
770
Progeny 3 Inc
Washington
$10.4M -$581K -2,127 -5%
KLI
771
Kelman-Lazarov Inc
Tennessee
$10.4M -$175K -640 -2%
TU
772
TDAM USA
Ontario, Canada
$10.3M +$5.19M +19,026 +101%
SC
773
Stolper & Co
Oklahoma
$10.3M -$63.9K -234 -0.6%
CCA
774
Covey Capital Advisors
Georgia
$10.2M +$10.2M +37,441 New
PLFAM
775
Pineno Levin & Ford Asset Management
Virginia
$10.2M -$23.2K -85 -0.2%
29 30
31
32 33