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 %
FLPIM
1276
F.L. Putnam Investment Management
Massachusetts
$3.69M +$406K +1,487 +12%
CPA
1277
Cowen Prime Advisors
New York
$3.68M +$68.2K +250 +2%
AI
1278
Accredited Investors
Minnesota
$3.67M -$17.2K -63 -0.5%
IFG
1279
Investors Financial Group
Minnesota
$3.67M +$92.5K +339 +3%
JC
1280
Jacobs & Co
California
$3.67M +$24.6K +90 +0.7%
MIM
1281
Moseley Investment Management
Florida
$3.67M -$16.5K -60 -0.4%
AFG
1282
Allegheny Financial Group
Pennsylvania
$3.66M +$3K +11 +0.1%
ICM
1283
Intrepid Capital Management
Florida
$3.65M -$4.91K -18 -0.1%
DA
1284
DCM Advisors
New York
$3.65M +$3.22M +11,796 +753%
CCM
1285
Canal Capital Management
Virginia
$3.63M +$9.28K +34 +0.3%
MHIC
1286
Marble Harbor Investment Counsel
Massachusetts
$3.62M -$33.3K -122 -0.9%
JFGIW
1287
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.61M -$43.7K -160 -1%
TPWA
1288
TRUE Private Wealth Advisors
Oregon
$3.61M -$546 -2 -0%
MCM
1289
Mitchell Capital Management
Kansas
$3.61M +$109K +401 +3%
OPA
1290
Old Port Advisors
Maine
$3.61M +$30K +107 +0.8%
AP
1291
Appleton Partners
Massachusetts
$3.61M +$23.2K +85 +0.6%
BFO
1292
Biltmore Family Office
North Carolina
$3.6M +$1.24M +4,557 +53%
CC
1293
Claybrook Capital
Massachusetts
$3.59M +$3.19M +11,692 +804%
HCA
1294
Horan Capital Advisors
Ohio
$3.59M +$80.5K +295 +2%
KF
1295
Krilogy Financial
Missouri
$3.58M +$235K +862 +7%
TW
1296
Transform Wealth
Colorado
$3.57M -$80.2K -294 -2%
XI
1297
XXEC Inc
Oklahoma
$3.56M -$157K -575 -4%
TWM
1298
Tradition Wealth Management
Minnesota
$3.56M +$199K +729 +6%
HDIM
1299
Hanson & Doremus Investment Management
Vermont
$3.55M +$569K +2,084 +19%
B
1300
Bellecapital
Switzerland
$3.55M – – –
50 51
52
53 54