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 %
PIMG
1001
Patriot Investment Management Group
Tennessee
$6.17M +$46.7K +171 +0.8%
AC
1002
Annandale Capital
Texas
$6.14M -$137K -501 -2%
AF
1003
Arrow Financial
New York
$6.13M -$81.9K -300 -1%
TC
1004
Telemus Capital
Michigan
$6.12M -$1.09M -3,997 -15%
GVAG
1005
Great Valley Advisor Group
Delaware
$6.12M +$851K +3,116 +16%
VLC
1006
Van Leeuwen & Company
New Jersey
$6.1M +$69.6K +255 +1%
SKK
1007
Shepherd Kaplan Krochuk
Massachusetts
$6.1M -$54.6K -200 -0.9%
LCS
1008
Levin Capital Strategies
New York
$6.08M -$12.3K -45 -0.2%
RA
1009
Riverstone Advisors
Texas
$6.08M +$39K +143 +0.6%
VIMU
1010
Veritas Investment Management (UK)
United Kingdom
$6.07M -$191K -700 -3%
AC
1011
Alley Company
Illinois
$6.07M +$56K +205 +0.9%
PWP
1012
Principle Wealth Partners
Connecticut
$6.07M +$37.1K +136 +0.6%
LSAG
1013
Lake Street Advisors Group
New Hampshire
$6.04M +$1.45M +5,309 +32%
GAMC
1014
Garner Asset Management Corp
Texas
$6.04M +$531K +1,945 +10%
PA
1015
Perennial Advisors
New York
$6.03M +$123K +451 +2%
JIC
1016
Joel Isaacson & Co
New York
$6.03M +$136K +500 +2%
PS
1017
Pensionfund Sabic
Netherlands
$6.01M – – –
WA
1018
WestEnd Advisors
North Carolina
$6M -$6.11M – –
MIP
1019
Marietta Investment Partners
Wisconsin
$6M – – –
CCT
1020
Chemung Canal Trust
New York
$5.97M +$3.73M +13,666 +166%
ACM
1021
AlphaStar Capital Management
North Carolina
$5.97M +$5.46M +19,024 +1,068%
TCA
1022
Transcend Capital Advisors
New Jersey
$5.96M -$119K -410 -2%
CWM
1023
Chronos Wealth Management
Florida
$5.94M -$66.6K -244 -1%
RAM
1024
Redmond Asset Management
Virginia
$5.94M -$3K -11 -0.1%
LSWM
1025
Lorne Steinberg Wealth Management
Canada
$5.89M +$72.6K +266 +1%
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