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 %
CEI
976
Clark Estates Inc
New York
$6.55M – – –
MPI
977
Mairs & Power Inc
Minnesota
$6.55M -$62.8K -230 -0.9%
IWA
978
Intercontinental Wealth Advisors
Texas
$6.54M +$1.86M +6,807 +40%
FIB
979
First Interstate Bank
Montana
$6.53M +$261K +958 +4%
TFA
980
Trinity Financial Advisors
Ohio
$6.5M -$343K -1,257 -5%
PGAM
981
Princeton Global Asset Management
New Jersey
$6.5M -$54K -198 -0.8%
MOS
982
MGO One Seven
Ohio
$6.47M +$82.4K +287 +1%
CL
983
Choreo LLC
Illinois
$6.45M +$40.4K +148 +0.6%
LA
984
LVW Advisors
New York
$6.45M -$52.4K -192 -0.8%
WA
985
Wealth Architects
California
$6.41M -$103K -379 -2%
MBTD
986
Mechanics Bank - Trust Department
California
$6.39M -$676K -2,477 -10%
SYBT
987
Stock Yards Bank & Trust
Kentucky
$6.39M -$34.1K -125 -0.5%
AWA
988
Arete Wealth Advisors
Illinois
$6.36M -$198K -725 -3%
TPCW
989
TD Private Client Wealth
New York
$6.35M +$1.32M +4,846 +26%
CG
990
Cutler Group
California
$6.34M -$409K -1,500 -6%
BFS
991
Bickling Financial Services
Massachusetts
$6.34M -$326K -1,196 -5%
MPM
992
Meritage Portfolio Management
Kansas
$6.32M +$33K +121 +0.5%
FB
993
Fulton Bank
Pennsylvania
$6.31M +$973K +3,566 +18%
BNP Paribas Asset Management
994
BNP Paribas Asset Management
France
$6.28M -$603K -2,208 -9%
SIA
995
SeaBridge Investment Advisors
New Jersey
$6.26M -$141K -516 -2%
FG
996
Foster Group
Iowa
$6.26M -$56.2K -206 -0.9%
Barrow, Hanley, Mewhinney & Strauss
997
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.22M -$184K -673 -3%
RWP
998
RWA Wealth Partners
Massachusetts
$6.2M -$2.73K -10 -0%
PCIA
999
Prime Capital Investment Advisors
Kansas
$6.2M -$73.7K -270 -1%
MAFM
1000
Mid Atlantic Financial Management
Pennsylvania
$6.19M -$142K -521 -2%
38 39
40
41 42