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 %
FHC
1351
First Heartland Consultants
Missouri
$3.29M -$1.41M -5,165 -30%
PG
1352
Patten Group
Tennessee
$3.29M -$2.46K -9 -0.1%
AMIM
1353
Aull & Monroe Investment Management
Alabama
$3.29M -$178K -653 -5%
TCM
1354
Traynor Capital Management
Pennsylvania
$3.28M +$241K +885 +8%
CFMC
1355
Curbstone Financial Management Corp
New Hampshire
$3.28M -$134K -490 -4%
GAM
1356
Griffin Asset Management
New York
$3.27M -$641K -2,350 -16%
AIA
1357
AIMZ Investment Advisors
California
$3.27M -$17.7K -65 -0.5%
BA
1358
Bridgewater Advisors
New York
$3.26M +$209K +766 +7%
RR
1359
Robotti Robert
$3.26M -$105K -383 -3%
CFG
1360
Citizens Financial Group
Rhode Island
$3.26M +$308K +1,127 +10%
CCM
1361
Coldstream Capital Management
Washington
$3.25M -$1.35M -6,317 -29%
SAM
1362
SignalPoint Asset Management
Missouri
$3.25M +$102K +374 +3%
IP
1363
Intellectus Partners
California
$3.25M -$152K -557 -4%
Fiera Capital (Canada)
1364
Fiera Capital (Canada)
Quebec, Canada
$3.24M -$13.6K -50 -0.4%
LIG
1365
Lokken Investment Group
Delaware
$3.24M +$45.6K +167 +1%
Fuller & Thaler Asset Management
1366
Fuller & Thaler Asset Management
California
$3.23M -$218K -800 -6%
CI
1367
CX Institutional
Indiana
$3.23M -$4.64K -17 -0.1%
PTP
1368
Platform Technology Partners
New York
$3.23M -$203K -742 -6%
DI
1369
Diligent Investors
California
$3.22M – – –
WP
1370
WMS Partners
Maryland
$3.21M -$149K -545 -4%
ATPW
1371
Ashton Thomas Private Wealth
Arizona
$3.21M +$202K +740 +7%
NWS
1372
Newport Wealth Strategies
California
$3.21M -$53K -194 -2%
LSPW
1373
Lake Street Private Wealth
Illinois
$3.2M +$241K +884 +8%
FCB
1374
First Command Bank
Texas
$3.2M -$11.2K -41 -0.3%
FCFS
1375
First Command Financial Services
Texas
$3.2M -$11.2K -41 -0.3%
53 54
55
56 57