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 %
TPW
1051
Tiller Private Wealth
Pennsylvania
$5.58M -$693K -2,540 -11%
AAMU
1052
AEGON Asset Management (UK)
United Kingdom
$5.57M – – –
MF
1053
Montis Financial
Massachusetts
$5.55M -$277K -1,012 -5%
BJ
1054
Brouwer & Janachowski
California
$5.55M -$2.68M -9,804 -33%
BRM
1055
Boston Research & Management
Massachusetts
$5.55M +$2.18K +8 +0%
IB
1056
Intrust Bank
Kansas
$5.54M +$276K +1,010 +5%
SB
1057
Simmons Bank
Arkansas
$5.54M +$4.09K +15 +0.1%
AUB
1058
Atlantic Union Bankshares
Virginia
$5.53M +$1.31M +4,803 +31%
WP
1059
Wedgewood Partners
Missouri
$5.53M – – –
LA
1060
LexAurum Advisors
Kansas
$5.52M +$2.46K +9 +0%
CT
1061
Cambridge Trust
Massachusetts
$5.52M +$53.8K +197 +1%
SIM
1062
Sentry Investment Management
Wisconsin
$5.49M +$215K +788 +4%
JFA
1063
Johanson Financial Advisors
California
$5.48M +$13.1K +48 +0.2%
MYIA
1064
Mount Yale Investment Advisors
Colorado
$5.48M +$4.02M +14,718 +274%
ACM
1065
Azimuth Capital Management
Michigan
$5.47M -$4.91K -18 -0.1%
CLOS
1066
Compagnie Lombard Odier SCmA
Switzerland
$5.47M -$1.1M -4,030 -17%
FI
1067
Fosun International
China
$5.46M -$252K -910 -4%
BFEC
1068
Benjamin F. Edwards & Company
Missouri
$5.44M +$15.6K +57 +0.3%
AWAG
1069
ARS Wealth Advisors Group
Florida
$5.43M +$5.43M +19,897 New
SWA
1070
Stratos Wealth Advisors
Ohio
$5.42M -$54.3K -199 -1%
P
1071
Pitcairn
Pennsylvania
$5.41M -$57K -209 -1%
AG
1072
AIA Group
Hong Kong
$5.39M +$4.43M +16,233 +462%
IEFM
1073
IQ EQ Fund Management
Ireland
$5.38M – – –
SLA
1074
Silver Lake Advisory
Utah
$5.38M +$14.7K +54 +0.3%
CAM
1075
Cypress Asset Management
Texas
$5.37M +$10.9K +40 +0.2%
41 42
43
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