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 %
M
801
MOTCO
Texas
$9.68M +$234K +856 +2%
WCM
802
WealthBridge Capital Management
Ohio
$9.68M +$248K +909 +3%
DIM
803
Delta Investment Management
California
$9.65M -$1.39M -5,099 -13%
MIAN
804
Mariner Independent Advisor Network
Kansas
$9.62M -$350K -1,281 -4%
FFWA
805
FRG Family Wealth Advisors
Washington
$9.6M -$276K -1,010 -3%
MWM
806
Mission Wealth Management
California
$9.57M -$199K -728 -2%
TC
807
TownSquare Capital
Utah
$9.5M +$1.03M +3,789 +12%
FPCM
808
Financial Partners Capital Management
New York
$9.49M -$772K -2,830 -8%
FHB
809
First Hawaiian Bank
Hawaii
$9.44M -$15.8K -58 -0.2%
PFP
810
Pinnacle Financial Partners
Tennessee
$9.41M +$462K +1,694 +5%
PCA
811
Pallas Capital Advisors
Massachusetts
$9.39M +$1.78M +6,166 +23%
PP
812
Palladium Partners
Virginia
$9.38M -$12.8K -47 -0.1%
EGA
813
Eagle Global Advisors
Texas
$9.33M -$5.19K -19 -0.1%
IPW
814
Inlet Private Wealth
Florida
$9.33M – – –
RIM
815
Redpoint Investment Management
Australia
$9.31M -$434K -1,591 -4%
HI
816
Horizon Investments
North Carolina
$9.25M +$9.25M +33,891 New
EAM
817
Evanson Asset Management
California
$9.25M +$856K +3,100 +10%
HCM
818
Hollencrest Capital Management
California
$9.24M +$426K +1,562 +5%
BHWM
819
Bar Harbor Wealth Management
New Hampshire
$9.22M -$6.55K -24 -0.1%
TRCT
820
Tower Research Capital (TRC)
New York
$9.2M -$1.6M -5,849 -15%
FMW
821
Farr Miller & Washington
District of Columbia
$9.18M +$223K +818 +2%
SCM
822
Shelton Capital Management
Colorado
$9.17M -$47.2K -173 -0.5%
RMC
823
Regis Management Company
California
$9.14M +$136K +500 +2%
RCC
824
Red Cedar Capital
Nebraska
$9.14M – – –
CA
825
Clearstead Advisors
Ohio
$9.13M -$807K -2,955 -8%
31 32
33
34 35