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 %
NCM
901
Northside Capital Management
Oregon
$7.7M – – –
ACM
902
AlphaCrest Capital Management
New York
$7.7M -$392K -1,435 -5%
GFP
903
Gryphon Financial Partners
Ohio
$7.7M -$1.25M -4,562 -14%
WAS
904
Winch Advisory Services
Wisconsin
$7.69M +$64.4K +236 +0.8%
XF
905
XML Financial
Maryland
$7.67M +$5.67M +20,766 +284%
BIC
906
Beach Investment Counsel
Pennsylvania
$7.64M -$710K -2,602 -9%
SG Americas Securities
907
SG Americas Securities
New York
$7.64M -$120M -440,751 -94%
MPAM
908
Murphy Pohlad Asset Management
Minnesota
$7.63M -$38.2K -140 -0.5%
HSA
909
HBK Sorce Advisory
Pennsylvania
$7.61M +$65.8K +241 +0.9%
QI
910
QV Investors
Alberta, Canada
$7.58M -$1.45M -5,320 -16%
SFO
911
Stokes Family Office
Louisiana
$7.58M +$10.6K +39 +0.1%
RCM
912
Regency Capital Management
Hawaii
$7.56M +$957K +3,508 +14%
SFS
913
Searcy Financial Services
Kansas
$7.51M -$31.9K -117 -0.4%
HT
914
Heritage Trust
Oklahoma
$7.48M +$24.6K +90 +0.3%
CNBTD
915
Citizens National Bank Trust Department
Mississippi
$7.47M +$10.9K +40 +0.1%
SRC
916
Stone Run Capital
New York
$7.43M +$98.3K +360 +1%
GIM
917
Goelzer Investment Management
Indiana
$7.43M -$1.14M -4,169 -13%
YL
918
YCG LLC
Texas
$7.4M -$4.91K -18 -0.1%
FTDI
919
First Trust Direct Indexing
Massachusetts
$7.39M +$1.18M +4,325 +19%
BCM
920
Breiter Capital Management
Florida
$7.36M +$3.2M +11,707 +77%
TGAM
921
TBH Global Asset Management
Tennessee
$7.35M +$132K +485 +2%
CIM
922
Courant Investment Management
Tennessee
$7.33M – – –
LA
923
LFL Advisers
Illinois
$7.33M – – –
PWM
924
Perigon Wealth Management
California
$7.28M -$137K -502 -2%
AFA
925
Arlington Financial Advisors
California
$7.27M +$25.9K +95 +0.4%
35 36
37
38 39