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 %
KC
1301
Kingfisher Capital
North Carolina
$3.54M – – –
NSIM
1302
North Star Investment Management
Illinois
$3.53M +$9.01K +33 +0.3%
EW
1303
Evoke Wealth
California
$3.53M -$35.2K -129 -1%
BCM
1304
Blume Capital Management
California
$3.53M +$54.6K +200 +2%
HCA
1305
Hyperion Capital Advisors
New York
$3.52M – – –
RFWA
1306
RPg Family Wealth Advisory
Massachusetts
$3.52M +$30K +110 +0.9%
SCM
1307
Symons Capital Management
Pennsylvania
$3.51M -$262K -960 -7%
Dodge & Cox
1308
Dodge & Cox
California
$3.5M – – –
CAM
1309
Cozad Asset Management
Illinois
$3.49M – – –
HNW
1310
High Note Wealth
Minnesota
$3.48M +$72.9K +267 +2%
QCG
1311
Quadrant Capital Group
Ohio
$3.47M +$83.8K +307 +2%
CWA
1312
Canvas Wealth Advisors
Kansas
$3.47M +$22.1K +81 +0.6%
GTAM
1313
Global Trust Asset Management
Florida
$3.47M -$1.09K -4 -0%
PA
1314
PFG Advisors
Arizona
$3.47M +$347K +1,271 +11%
SFA
1315
Semmax Financial Advisors
North Carolina
$3.46M -$213K -782 -6%
BA
1316
Bellwether Advisors
Nebraska
$3.45M +$434K +1,589 +14%
SIG
1317
Sky Investment Group
Connecticut
$3.45M -$35.5K -130 -1%
GEA
1318
Glen Eagle Advisors
New Jersey
$3.45M +$839K +3,073 +32%
AA
1319
Apriem Advisors
California
$3.45M – – –
HWA
1320
HCR Wealth Advisors
California
$3.45M +$10.1K +37 +0.3%
PFA
1321
Paradigm Financial Advisors
Missouri
$3.43M -$304K -1,115 -8%
LFG
1322
Larson Financial Group
Missouri
$3.43M +$2.46M +9,023 +256%
CF
1323
Centaurus Financial
California
$3.42M +$197K +721 +6%
PSF
1324
Pacific Sun Financial
California
$3.42M +$3.42M +12,542 New
CHC
1325
City Holding Co
West Virginia
$3.42M +$30.8K +113 +0.9%
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