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 %
OAMG
1476
Odey Asset Management Group
United Kingdom
$2.73M -$305K -1,118 -10%
AFM
1477
Anson Funds Management
Texas
$2.73M +$2.73M +10,000 New
EN1L
1478
Engine No 1 LLC
California
$2.73M +$1.08M +3,946 +65%
MW
1479
MBL Wealth
North Carolina
$2.7M +$2.7M +9,905 New
EP
1480
Eudaimonia Partners
Tennessee
$2.7M -$56.8K -208 -2%
FWM
1481
Focused Wealth Management
New York
$2.7M -$1.09K -4 -0%
ARMC
1482
American Research & Management Company
Massachusetts
$2.69M -$5.46K -20 -0.2%
SIG
1483
Sargent Investment Group
Maryland
$2.68M +$78.1K +286 +3%
KTC
1484
Kistler-Tiffany Companies
Pennsylvania
$2.68M -$61.1K -224 -2%
BWM
1485
BerganKDV Wealth Management
Minnesota
$2.68M +$197K +720 +8%
EAM
1486
Erste Asset Management
Austria
$2.67M -$165K -596 -6%
ARMT
1487
Amica Retiree Medical Trust
Rhode Island
$2.66M -$1.42M -5,207 -35%
ACP
1488
Ashfield Capital Partners
California
$2.66M +$172K +630 +7%
VNA
1489
Valley National Advisers
Pennsylvania
$2.66M +$410K +1,502 +18%
WA
1490
WealthTrust Axiom
Pennsylvania
$2.66M – – –
CWS
1491
Cypress Wealth Services
California
$2.65M -$566K -2,074 -18%
MA
1492
Mezzasalma Advisors
New Jersey
$2.63M -$273 -1 -0%
SS
1493
Simplicity Solutions
Minnesota
$2.61M +$473K +1,732 +22%
TFM
1494
TFC Financial Management
Massachusetts
$2.61M +$192K +705 +8%
CPWM
1495
Cardinal Point Wealth Management
California
$2.61M +$2.73K +10 +0.1%
GFS
1496
GYL Financial Synergies
Connecticut
$2.61M -$17.5K -64 -0.7%
OC
1497
Oarsman Capital
Wisconsin
$2.6M -$95.5K -350 -4%
AFIA
1498
America First Investment Advisors
Nebraska
$2.6M -$78.9K -289 -3%
ARC
1499
Advisor Resource Council
Texas
$2.6M -$812K -2,974 -24%
BCM
1500
BTR Capital Management
California
$2.6M -$54.6K -200 -2%
58 59
60
61 62