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 %
PL
1326
Plancorp LLC
Missouri
$3.41M +$63.9K +234 +2%
IHL
1327
Investment House LLC
California
$3.4M -$104K -380 -3%
AC
1328
Amitell Capital
Singapore
$3.4M -$223K -816 -6%
PIA
1329
Perennial Investment Advisors
California
$3.4M -$10.1K -37 -0.3%
SSI
1330
Scott & Selber Inc
Texas
$3.4M -$444K -1,625 -12%
MCM
1331
Mengis Capital Management
Oregon
$3.4M +$26.4K +75 +0.8%
TC
1332
Trust Company
Kansas
$3.39M +$626K +2,293 +23%
ECM
1333
EagleClaw Capital Management
Massachusetts
$3.39M -$223K -818 -6%
GIM
1334
Guardian Investment Management
California
$3.38M – – –
IIC
1335
Integrated Investment Consultants
Michigan
$3.37M -$63.9K -234 -2%
PWM
1336
PRW Wealth Management
Massachusetts
$3.36M +$71K +260 +2%
HZ
1337
Hixon Zuercher
Ohio
$3.36M +$95.3K +349 +3%
BA
1338
Birinyi Associates
Connecticut
$3.36M -$123K -450 -4%
Simplex Trading
1339
Simplex Trading
Illinois
$3.36M +$993K +3,544 +42%
BFA
1340
Bragg Financial Advisors
North Carolina
$3.35M -$18.6K -68 -0.6%
VCA
1341
Verdence Capital Advisors
Maryland
$3.34M +$504K +1,845 +18%
RA
1342
RFG Advisory
Alabama
$3.33M -$65.8K -241 -2%
WPA
1343
Winning Points Advisors
Florida
$3.33M +$83.5K +306 +3%
LIM
1344
Leavell Investment Management
Alabama
$3.33M -$27.3K -100 -0.8%
FHA
1345
Flagship Harbor Advisors
Massachusetts
$3.32M – – –
Financial Engines Advisors
1346
Financial Engines Advisors
California
$3.31M +$3.31M +12,142 New
NFG
1347
Nadler Financial Group
Illinois
$3.31M -$167K -610 -5%
GI
1348
GS Investments
Minnesota
$3.31M +$3.31M +12,139 New
GWCM
1349
Godshalk Welsh Capital Management
Pennsylvania
$3.31M +$1.37K +5 +0%
AWE
1350
Avidian Wealth Enterprises
Texas
$3.31M +$201K +738 +6%
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