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 %
PK
1101
Pflug Koory
Nebraska
$5.05M -$37.1K -136 -0.7%
RWA
1102
Ropes Wealth Advisors
Massachusetts
$5.04M -$61.4K -225 -1%
DLA
1103
Douglas Lane & Associates
New York
$5.03M -$49.7K -182 -1%
IIA
1104
IPG Investment Advisors
California
$5.02M -$180K -659 -3%
LWANC
1105
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.01M +$162K +595 +3%
MWA
1106
Moser Wealth Advisors
Washington
$5M -$12.3K -45 -0.2%
PBC
1107
Pavion Blue Capital
California
$4.99M -$2.46K -9 -0%
ONB
1108
Old National Bancorp
Indiana
$4.99M +$378K +1,386 +8%
BFC
1109
Bedel Financial Consulting
Indiana
$4.98M -$5.19K -19 -0.1%
CIC
1110
Crawford Investment Counsel
Georgia
$4.98M +$45.3K +166 +0.9%
RIA
1111
Realta Investment Advisors
Delaware
$4.96M +$9.55K +35 +0.2%
BC
1112
Blackhill Capital
New Jersey
$4.94M – – –
WPP
1113
Whalerock Point Partners
Rhode Island
$4.94M +$6.82K +25 +0.1%
RA
1114
Royce & Associates
New York
$4.91M – – –
IIC
1115
Ironwood Investment Counsel
Arizona
$4.91M +$707K +2,590 +17%
TFS
1116
TrustCore Financial Services
Tennessee
$4.88M +$48.9K +179 +1%
AC
1117
Abbrea Capital
California
$4.88M +$63.1K +231 +1%
LS
1118
Livforsakringsbolaget Skandia
Sweden
$4.88M -$1.17M -4,300 -19%
CCM
1119
Corsair Capital Management
New York
$4.88M +$16.9K +62 +0.3%
HCP
1120
Holt Capital Partners
Texas
$4.87M -$88.7K -325 -2%
TIM
1121
Tortoise Investment Management
New York
$4.85M -$43.7K -160 -0.9%
SACTSONJ
1122
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.83M – – –
AF
1123
Aldebaran Financial
$4.83M -$34.1K -125 -0.7%
CP
1124
Clayton Partners
California
$4.8M +$1.64K +6 +0%
BRWM
1125
B. Riley Wealth Management
Tennessee
$4.8M +$265K +970 +6%
43 44
45
46 47