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 %
5L
1401
55I LLC
Massachusetts
$3.06M +$652K +2,388 +27%
HC
1402
Hourglass Capital
Texas
$3.05M -$2.73K -10 -0.1%
IA
1403
IndexIQ Advisors
New York
$3.04M -$45.9K -168 -1%
CWA
1404
Capital Wealth Alliance
Arizona
$3.04M -$13.9K -49 -0.5%
PAMG
1405
Patton Albertson Miller Group
Tennessee
$3.04M -$105K -383 -3%
CWM
1406
Cornerstone Wealth Management
Missouri
$3.03M +$10.1K +37 +0.3%
LA
1407
Lynch & Associates
Indiana
$3.03M +$17.7K +65 +0.6%
BIAS
1408
Beacon Investment Advisory Services
New Jersey
$3.03M -$368K -1,348 -11%
FCCM
1409
First City Capital Management
Georgia
$3.02M – – –
AWA
1410
Arkadios Wealth Advisors
Georgia
$3.02M -$1.6M -5,851 -35%
CCFCSB
1411
Cape Cod Five Cents Savings Bank
Massachusetts
$3.01M -$207K -760 -6%
ACM
1412
Allred Capital Management
Texas
$3.01M -$571K -2,092 -16%
BM
1413
Bislett Management
California
$3M – – –
HPWM
1414
Highland Private Wealth Management
Washington
$3M -$117K -430 -4%
WWM
1415
Windsor Wealth Management
Indiana
$3M +$68.4K +248 +2%
SA
1416
SRH Advisors
Kansas
$2.99M -$227K -832 -7%
STAS
1417
Strong Tower Advisory Services
Minnesota
$2.99M +$2.99M +10,762 New
RSWM
1418
Robertson Stephens Wealth Management
California
$2.99M – – –
BOS
1419
Bingham Osborn & Scarborough
California
$2.98M +$121K +442 +4%
SAM
1420
Soditic Asset Management
United Kingdom
$2.98M – – –
GKWIM
1421
Gerber Kawasaki Wealth & Investment Management
California
$2.98M +$174K +637 +6%
ATI
1422
Act Two Investors
California
$2.97M -$442K -1,619 -13%
EFSCE
1423
Enterprise Financial Services Corp (EFSC)
Missouri
$2.97M +$1.21M +4,433 +69%
DFA
1424
Delta Financial Advisors
Louisiana
$2.96M – – –
AFA
1425
Abacus FCF Advisors
Florida
$2.95M +$1.03M +3,702 +54%
55 56
57
58 59