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 %
HCM
1026
Harvey Capital Management
Florida
$5.86M – – –
BA
1027
Bristlecone Advisors
Washington
$5.86M -$78.1K -286 -1%
ISB
1028
Iowa State Bank
Iowa
$5.86M -$406K -1,488 -6%
GC
1029
Gratus Capital
Georgia
$5.86M +$36.6K +134 +0.6%
FMWA
1030
Forvis Mazars Wealth Advisors
Missouri
$5.84M -$26.5K -97 -0.5%
BFIC
1031
Bedell Frazier Investment Counselling
California
$5.8M -$58.1K -213 -1%
CGL
1032
Clarius Group LLC
Washington
$5.78M +$131K +479 +2%
SAM
1033
Strategy Asset Managers
California
$5.76M -$1.26M -4,633 -18%
BP
1034
Ballentine Partners
Massachusetts
$5.76M -$203K -742 -3%
GA
1035
GFS Advisors
Texas
$5.74M -$328K -1,200 -5%
IA
1036
IFG Advisory
Georgia
$5.72M +$138K +506 +2%
BPM
1037
Bowling Portfolio Management
Ohio
$5.72M -$27K -99 -0.5%
HIMC
1038
Heritage Investors Management Corp
Maryland
$5.7M +$81.1K +297 +1%
DWP
1039
Destiny Wealth Partners
Florida
$5.7M -$60.3K -221 -1%
Holocene Advisors
1040
Holocene Advisors
New York
$5.69M +$5.69M +20,859 New
WG
1041
Welch Group
Alabama
$5.69M +$394K +1,444 +7%
OCAM
1042
Onex Canada Asset Management
Ontario, Canada
$5.66M +$36K +132 +0.6%
TWM
1043
Titus Wealth Management
California
$5.65M -$7.36K -27 -0.1%
WIC
1044
Woodmont Investment Counsel
Tennessee
$5.65M +$254K +932 +5%
VHAM
1045
Van Hulzen Asset Management
California
$5.62M +$68.5K +251 +1%
CA
1046
Cambridge Advisors
Nebraska
$5.62M -$39.3K -144 -0.7%
NHC
1047
Nicholas Hoffman & Company
Georgia
$5.61M +$10.9K +40 +0.2%
SWM
1048
Salvus Wealth Management
New Jersey
$5.6M -$195K -713 -3%
AAM
1049
AR Asset Management
California
$5.6M – – –
CHA
1050
Carmichael Hill & Associates
Maryland
$5.59M -$9.83K -36 -0.2%
40 41
42
43 44