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 %
BIM
1426
Barton Investment Management
Pennsylvania
$2.95M +$2.92M +10,691 +9,808%
MWA
1427
Meridian Wealth Advisors
Texas
$2.95M – – –
MYLI
1428
Meiji Yasuda Life Insurance
Japan
$2.94M -$464K -1,700 -14%
SW
1429
SteelPeak Wealth
California
$2.94M +$583K +2,135 +25%
ACA
1430
Atlas Capital Advisors
Wyoming
$2.93M -$98.3K -360 -3%
XSC
1431
X-Square Capital
Puerto Rico
$2.92M +$147K +539 +5%
CPIA
1432
Cornell Pochily Investment Advisors
New York
$2.91M +$23.2K +85 +0.8%
SF
1433
Summit Financial
New Jersey
$2.91M +$2.08M +7,633 +253%
BCM
1434
Bayesian Capital Management
New York
$2.9M +$880K +3,226 +44%
HFM
1435
Hartford Financial Management
Connecticut
$2.9M -$13.6K -50 -0.5%
MA
1436
MONECO Advisors
Connecticut
$2.89M +$15.6K +57 +0.5%
PFA
1437
Professional Financial Advisors
Nebraska
$2.89M +$30.8K +113 +1%
VA
1438
Valmark Advisers
Ohio
$2.89M +$13.1K +48 +0.5%
CIC
1439
Chilton Investment Company
Connecticut
$2.89M -$159K -583 -5%
RBFC
1440
Roman Butler Fullerton & Co
Missouri
$2.88M -$81.1K -287 -3%
JFA
1441
JNBA Financial Advisors
Minnesota
$2.87M +$36.3K +133 +1%
SCG
1442
Sonata Capital Group
Washington
$2.86M -$112K -412 -4%
PG
1443
Pendal Group
Australia
$2.86M -$4.95M -18,132 -63%
TTWM
1444
TCV Trust & Wealth Management
Virginia
$2.86M +$400K +1,465 +16%
OIM
1445
Orca Investment Management
Oregon
$2.85M -$1.37K -5 -0%
JG
1446
Jefferies Group
New York
$2.84M -$6.2M -22,700 -69%
AOWM
1447
Alpha Omega Wealth Management
Virginia
$2.84M -$92.3K -338 -3%
BW
1448
Bison Wealth
Georgia
$2.84M -$70.7K -259 -2%
FNC
1449
First National Corp
Massachusetts
$2.84M -$9.55K -35 -0.3%
IAIM
1450
International Assets Investment Management
Florida
$2.84M +$1.98M +23,919 +230%
56 57
58
59 60