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 %
FFA
851
Fragasso Financial Advisors
Pennsylvania
$8.59M +$323K +1,184 +4%
HCM
852
Hutner Capital Management
Vermont
$8.58M -$96.3K -353 -1%
MMA
853
Miracle Mile Advisors
California
$8.56M +$398K +1,459 +5%
MIM
854
Martin Investment Management
Florida
$8.55M +$39.3K +144 +0.5%
BJL
855
Brighton Jones LLC
Washington
$8.54M -$136K -500 -2%
WW
856
Waterfront Wealth
Kansas
$8.52M -$58.4K -214 -0.7%
PCM
857
Palisade Capital Management
New Jersey
$8.51M +$135K +495 +2%
SFI
858
Siemens Fonds Invest
Germany
$8.5M +$296K +1,083 +4%
PA
859
Parallel Advisors
California
$8.48M +$823K +3,017 +11%
KS
860
Karpas Strategies
Connecticut
$8.47M +$225K +781 +3%
HAC
861
Harbor Advisory Corp
New Hampshire
$8.44M +$32.8K +120 +0.4%
CAM
862
Cubic Asset Management
Massachusetts
$8.42M -$27.3K -100 -0.3%
WDL
863
Well Done LLC
Michigan
$8.41M -$108K -395 -1%
KCPG
864
Kavar Capital Partners Group
Kansas
$8.36M +$15K +55 +0.2%
BBA
865
BLB&B Advisors
Pennsylvania
$8.35M +$2.2M +8,071 +36%
RCAG
866
Rehmann Capital Advisory Group
Michigan
$8.32M +$2.63M +9,642 +46%
ST
867
Smithfield Trust
Pennsylvania
$8.31M -$7.37K -27 -0.1%
CG
868
Caprock Group
Idaho
$8.29M -$752K -2,755 -8%
GT
869
Glenview Trust
Kentucky
$8.26M +$1.1M +4,035 +15%
OBGC
870
O'Brien Greene & Co
Pennsylvania
$8.25M +$142K +519 +2%
AF
871
Ally Financial
Michigan
$8.19M +$2.73M +10,000 +50%
CPA
872
Clear Perspective Advisors
Illinois
$8.17M -$374K -1,372 -4%
PMG
873
ProVise Management Group
Florida
$8.14M +$17.7K +65 +0.2%
AIC
874
Ameritas Investment Company
Nebraska
$8.12M +$4.16M +15,227 +105%
WHRC
875
W.H. Reaves & Co
New Jersey
$8.08M – – –
33 34
35
36 37