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 %
CNFG
1376
Creegan & Nassoura Financial Group
New Hampshire
$3.19M – – –
WAM
1377
WNY Asset Management
New York
$3.19M +$781K +2,864 +32%
BI
1378
Bramshill Investments
Florida
$3.18M – – –
DIA
1379
Dana Investment Advisors
Wisconsin
$3.18M +$9.83K +36 +0.3%
TA
1380
Tiedemann Advisors
New York
$3.17M -$243K -892 -7%
TIA
1381
Tiemann Investment Advisors
California
$3.16M -$61.4K -225 -2%
TMAM
1382
Tokio Marine Asset Management
Japan
$3.15M +$285K +1,043 +10%
SAMC
1383
Spectrum Asset Management (California)
California
$3.15M -$17.7K -65 -0.6%
RPSA
1384
Richard P. Slaughter Associates
Texas
$3.15M -$189K -693 -6%
WTB
1385
Washington Trust Bank
Washington
$3.15M -$79.2K -290 -2%
MF
1386
Manchester Financial
California
$3.14M -$3.82K -14 -0.1%
STA
1387
Summit Trail Advisors
New York
$3.13M +$165K +603 +6%
MCM
1388
Marathon Capital Management
Maryland
$3.12M +$78.3K +287 +3%
FC
1389
Forte Capital
New York
$3.12M -$47.8K -175 -2%
IFWM
1390
Institute for Wealth Management
Colorado
$3.11M +$69.3K +254 +2%
GIA
1391
Gladstone Institutional Advisory
Florida
$3.11M +$1.08M +3,947 +53%
DIA
1392
Dean Investment Associates
Ohio
$3.1M -$141K -516 -4%
LIM
1393
Lathrop Investment Management
Arkansas
$3.1M -$2.73K -10 -0.1%
CAG
1394
Curtis Advisory Group
California
$3.09M -$6.55K -24 -0.2%
JIP
1395
Jaffetilchin Investment Partners
Florida
$3.09M +$279K +1,023 +10%
FFC
1396
Fure Financial Corporation
Minnesota
$3.08M +$118K +432 +4%
SDH
1397
Sloy Dahl & Holst
Washington
$3.08M +$271K +993 +10%
RFA
1398
Reilly Financial Advisors
California
$3.06M -$25.4K -93 -0.8%
TSS
1399
Thomas Story & Son
Indiana
$3.06M – – –
EVM
1400
Evelyn V. Moreno
$3.06M -$142K -520 -4%
54 55
56
57 58