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 %
SS
1501
Sunbelt Securities
Texas
$2.59M – – –
ST
1502
Sabal Trust
Florida
$2.59M – – –
LRPA
1503
L. Roy Papp & Associates
Arizona
$2.59M – – –
OCM
1504
Orser Capital Management
Texas
$2.57M – – –
PNC
1505
Park National Corp
Ohio
$2.57M -$109K -399 -4%
BA
1506
Ballast Advisors
Minnesota
$2.57M +$21.6K +79 +0.8%
RPWA
1507
Regent Peak Wealth Advisors
Georgia
$2.57M +$12K +44 +0.5%
DA
1508
Dash Acquisitions
California
$2.57M +$47.8K +175 +2%
LL
1509
LPWM LLC
Minnesota
$2.56M +$6.89K +25 +0.3%
DMBA
1510
Deseret Mutual Benefit Administrators
Utah
$2.56M -$671K -2,458 -21%
ATC
1511
Adirondack Trust Company
New York
$2.55M -$1.15K -4 -0%
FSA
1512
Fort Sheridan Advisors
Illinois
$2.55M +$115K +421 +5%
JWCA
1513
J.W. Coons Advisors
Ohio
$2.55M +$83.5K +306 +3%
BP
1514
BBR Partners
New York
$2.55M +$349K +1,279 +16%
AFP
1515
Ausdal Financial Partners
Iowa
$2.55M +$245K +897 +11%
LFA
1516
Landmark Financial Advisors
Kentucky
$2.54M +$54.7K +214 +2%
CIM
1517
CIM Investment Management
Pennsylvania
$2.54M -$6.01K -22 -0.2%
FMBTD
1518
First Midwest Bank Trust Division
Illinois
$2.54M -$103K -379 -4%
SXL
1519
Summit X LLC
Missouri
$2.53M +$12.3K +45 +0.5%
AWM
1520
Aberdeen Wealth Management
Illinois
$2.52M -$273K -1,000 -10%
Credit Agricole
1521
Credit Agricole
France
$2.52M +$217K +796 +9%
QC
1522
Quantedge Capital
Singapore
$2.51M – – –
MFG
1523
Merit Financial Group
Georgia
$2.51M -$71.2K -261 -3%
HA
1524
Harfst & Associates
Wyoming
$2.51M +$157K +574 +7%
GRP
1525
Global Retirement Partners
California
$2.51M +$319K +1,170 +15%
59 60
61
62 63