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 %
SA
926
SAM Advisors
California
$7.26M +$7.26M +26,495 New
GFA
927
Gifford Fong Associates
California
$7.23M – – –
MCM
928
Moore Capital Management
New York
$7.23M +$682K +2,500 +10%
FTC
929
Farmers Trust Company
Ohio
$7.21M -$73.1K -265 -1%
KIA
930
KCM Investment Advisors
California
$7.18M -$497K -1,820 -6%
DBT
931
Dubuque Bank & Trust
Iowa
$7.15M -$126K -463 -2%
KFGK
932
Keystone Financial Group (Kentucky)
Kentucky
$7.14M -$84.9K -311 -1%
AWM
933
Apollon Wealth Management
South Carolina
$7.12M +$1.92M +7,050 +37%
AAIM
934
Asset Advisors Investment Management
Georgia
$7.07M -$481K -1,764 -6%
AAM
935
Auxier Asset Management
Oregon
$7.05M -$30K -110 -0.4%
TBA
936
Tower Bridge Advisors
Pennsylvania
$7.04M +$2.71M +9,925 +62%
PA
937
Profund Advisors
Maryland
$7.04M -$525K -1,923 -7%
EM
938
Excalibur Management
Massachusetts
$7.03M +$42.9K +157 +0.6%
FHA
939
First Horizon Advisors
Tennessee
$7.02M +$678K +2,485 +11%
GWM
940
Graybill Wealth Management
Illinois
$7.01M +$150K +551 +2%
HI
941
Harbour Investments
Wisconsin
$6.96M -$239K -875 -3%
AIM
942
Anchor Investment Management
South Carolina
$6.95M +$304K +1,115 +5%
BCPWM
943
Bradley & Co Private Wealth Management
Florida
$6.92M +$109K +399 +2%
IWC
944
Integrated Wealth Concepts
Massachusetts
$6.91M +$928K +3,401 +16%
BFM
945
Boston Financial Management
Massachusetts
$6.9M +$24.6K +90 +0.4%
MYAM
946
Meiji Yasuda Asset Management
Japan
$6.88M -$252K -923 -4%
LC
947
Longitude (Cayman)
Cayman Islands
$6.86M -$641K -2,350 -9%
RMAM
948
Raab & Moskowitz Asset Management
New Jersey
$6.86M -$75.1K -275 -1%
AAP
949
Arax Advisory Partners
Colorado
$6.85M -$7.37K -27 -0.1%
JRP
950
Jasper Ridge Partners
California
$6.83M – – –
36 37
38
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