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 %
QCMNJ
1226
Quantum Capital Management (New Jersey)
New Jersey
$4.05M -$52.9K -194 -1%
MFA
1227
Mayflower Financial Advisors
Massachusetts
$4.04M +$456K +1,600 +13%
GC
1228
Grimes & Company
Massachusetts
$4.03M -$77.5K -284 -2%
YWP
1229
YorkBridge Wealth Partners
New York
$4.02M -$16.4K -60 -0.4%
YIH
1230
Y-Intercept (HK)
Hong Kong
$4.01M +$1.53M +5,589 +61%
WOSD
1231
WFA of San Diego
California
$4M -$102K -373 -2%
RCA
1232
Resonant Capital Advisors
Wisconsin
$4M +$418K +1,531 +12%
BCA
1233
Bay Colony Advisors
Massachusetts
$4M +$46.7K +171 +1%
HA
1234
Heartland Advisors
Wisconsin
$4M -$18.3K -67 -0.5%
CWC
1235
Carolinas Wealth Consulting
North Carolina
$4M -$159K -583 -4%
BAM
1236
Blueshift Asset Management
New Jersey
$3.97M +$3.63M +13,300 +1,063%
WA
1237
Waddell & Associates
Tennessee
$3.96M +$1.68M +6,172 +74%
4WM
1238
4J Wealth Management
Virginia
$3.96M +$9.28K +34 +0.2%
PAM
1239
Pegasus Asset Management
New York
$3.95M +$99.9K +366 +3%
IWP
1240
Icon Wealth Partners
Texas
$3.94M -$1.02M -3,730 -21%
MIC
1241
Means Investment Company
Maine
$3.93M +$103K +378 +3%
SBIA
1242
Sheaff Brock Investment Advisors
Indiana
$3.93M – – –
OFS
1243
Oldfather Financial Services
Nebraska
$3.91M +$21.4K +75 +0.6%
SP
1244
Symmetry Partners
Connecticut
$3.91M – – –
CCT
1245
Capital City Trust
Florida
$3.9M +$47.8K +175 +1%
MRI
1246
Mad River Investors
Massachusetts
$3.9M – – –
KWA
1247
KCS Wealth Advisory
California
$3.89M +$51.6K +189 +1%
ASFA
1248
All Season Financial Advisors
Colorado
$3.88M -$1.96M -7,182 -34%
PB
1249
Pinnacle Bancorp
Nebraska
$3.88M +$2.73K +10 +0.1%
KC
1250
Knuff & Co
California
$3.88M +$35.5K +130 +0.9%
48 49
50
51 52