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 %
RJT
876
Raymond James Trust
Florida
$8.08M -$118K -433 -1%
RBA
877
Richard Bernstein Advisors
New York
$8.07M +$510K +1,868 +7%
SIM
878
Stratos Investment Management
Ohio
$8.07M +$1.34M +4,903 +20%
CCP
879
Corient Capital Partners
California
$8.03M +$235K +862 +3%
DWM
880
Destination Wealth Management
California
$8.03M -$32.8M -120,063 -80%
BAS
881
Brown Advisory Securities
Maryland
$8.02M -$796K -2,918 -9%
VPIM
882
Vanguard Personalized Indexing Management
California
$8.02M +$1.15M +4,216 +17%
MWM
883
Meridian Wealth Management
Kentucky
$7.98M +$2.73M +10,018 +52%
MC
884
Moors & Cabot
Massachusetts
$7.97M +$41.5K +152 +0.5%
DDC
885
DF Dent & Co
Maryland
$7.96M -$299K -1,097 -4%
CL
886
CPWM LLC
Washington
$7.95M -$175K -641 -2%
BCM
887
Buckhead Capital Management
Georgia
$7.95M -$147K -539 -2%
CFGS
888
Concourse Financial Group Securities
Alabama
$7.87M +$38.5K +141 +0.5%
MP
889
McDonald Partners
Ohio
$7.85M +$148K +544 +2%
MA
890
Montag & Associates
Georgia
$7.84M -$884K -3,240 -10%
B
891
Bailard
California
$7.84M +$316K +1,156 +4%
KAM
892
Knightsbridge Asset Management
California
$7.84M +$296K +1,084 +4%
WCF
893
West Coast Financial
California
$7.84M +$59K +216 +0.8%
NFG
894
Next Financial Group
Texas
$7.82M +$222K +812 +3%
TCM
895
Telos Capital Management
California
$7.81M -$153K -562 -2%
BPCE
896
Bank Pictet & Cie (Europe)
Germany
$7.77M -$132K -484 -2%
BCM
897
Brooktree Capital Management
Michigan
$7.75M +$118K +434 +2%
HTC
898
Haverford Trust Company
Pennsylvania
$7.74M -$166K -607 -2%
MPW
899
Monterey Private Wealth
California
$7.74M – – –
WKWM
900
Walter & Keenan Wealth Management
Indiana
$7.72M +$143K +524 +2%
34 35
36
37 38