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 %
TAM
1126
Trust Asset Management
Texas
$4.8M +$119K +436 +3%
ACM
1127
AKRE Capital Management
Virginia
$4.78M -$121K -445 -2%
S
1128
swisspartners
Liechtenstein
$4.78M +$3.94M +14,450 +474%
SNBOSD
1129
Security National Bank of So Dak
Iowa
$4.75M -$872K -3,196 -16%
FMC
1130
First Merchants Corp
Indiana
$4.74M -$4.37K -16 -0.1%
PCM
1131
Pointe Capital Management
Michigan
$4.74M -$153K -561 -3%
IAN
1132
Integrated Advisors Network
Texas
$4.74M -$7.37K -27 -0.2%
MWM
1133
Marietta Wealth Management
Georgia
$4.73M +$54.3K +199 +1%
AFA
1134
AllGen Financial Advisors
Florida
$4.72M +$284K +1,041 +6%
SCM
1135
Stonebridge Capital Management
California
$4.72M -$75.1K -275 -2%
CBTWT
1136
Community Bank & Trust (Waco, Texas)
Texas
$4.71M +$7.1K +26 +0.2%
BIMC
1137
Benson Investment Management Company
Virginia
$4.7M +$9.55K +35 +0.2%
EWM
1138
Empirical Wealth Management
Washington
$4.7M +$1.13M +4,144 +32%
WB
1139
WesBanco Bank
West Virginia
$4.69M -$65.5K -240 -1%
PWG
1140
Private Wealth Group
Florida
$4.68M +$344K +1,259 +8%
FPCP
1141
Fort Point Capital Partners
California
$4.67M +$1.82M +6,681 +64%
AF
1142
Advisornet Financial
Minnesota
$4.65M -$2.43M -8,914 -34%
WP
1143
WealthSource Partners
California
$4.64M +$2.46M +9,018 +113%
KWM
1144
Kingsview Wealth Management
Oregon
$4.64M +$131K +480 +3%
TWA
1145
TCI Wealth Advisors
Arizona
$4.62M +$45K +165 +1%
NP
1146
NorthRock Partners
Minnesota
$4.62M +$313K +1,148 +7%
GCM
1147
Glynn Capital Management
California
$4.61M – – –
KPW
1148
Kore Private Wealth
New York
$4.61M +$1.16M +4,240 +34%
CWM
1149
Circle Wealth Management
New Jersey
$4.59M -$299K -1,095 -6%
RAM
1150
RK Asset Management
Michigan
$4.56M -$75.1K -275 -2%
44 45
46
47 48