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 %
VIA
1551
Vickerman Investment Advisors
Washington
$2.38M +$2.38M +8,707 New
RWM
1552
RKL Wealth Management
Pennsylvania
$2.37M -$69.3K -254 -3%
PFBT
1553
Parkside Financial Bank & Trust
Missouri
$2.37M -$46.1K -169 -2%
CAAS
1554
Capital Asset Advisory Services
Michigan
$2.37M -$169K -621 -7%
CCM
1555
Cribstone Capital Management
Maine
$2.37M -$40.7K -149 -2%
BWA
1556
BDO Wealth Advisors
Florida
$2.36M +$29.2K +107 +1%
WA1
1557
Wimmer Associates 1
California
$2.35M -$15.6K -57 -0.7%
LHC
1558
Little House Capital
Massachusetts
$2.35M -$129K -471 -5%
TNBTD
1559
Trustmark National Bank Trust Department
Mississippi
$2.35M +$22.1K +81 +0.9%
WPC
1560
Waters Parkerson & Co
Louisiana
$2.33M -$66.3K -243 -3%
TC
1561
Truvestments Capital
Florida
$2.33M +$105K +386 +5%
CM
1562
Capula Management
Cayman Islands
$2.33M +$1.9M +6,963 +442%
FDS
1563
Freedom Day Solutions
Texas
$2.33M -$78.1K -286 -3%
CCA
1564
Childress Capital Advisors
Texas
$2.32M +$473K +1,732 +26%
FA
1565
FDx Advisors
Illinois
$2.32M -$576K -2,110 -20%
SIC
1566
Schwartz Investment Counsel
Michigan
$2.32M – – –
CANY
1567
Caxton Associates (New York)
New York
$2.31M -$727K -2,663 -24%
PFS
1568
Physicians Financial Services
North Carolina
$2.31M – – –
Jacobs Levy Equity Management
1569
Jacobs Levy Equity Management
New Jersey
$2.31M -$102K -373 -4%
AMM
1570
American Money Management
California
$2.3M +$65.5K +240 +3%
SIAP
1571
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.29M +$40.9K +150 +2%
PAG
1572
Private Advisory Group
Washington
$2.29M +$289K +1,058 +14%
HBCM
1573
Heron Bay Capital Management
Michigan
$2.28M – – –
DTIM
1574
Danda Trouve Investment Management
Kansas
$2.28M +$120K +441 +6%
CIAS
1575
Capital Investment Advisory Services
North Carolina
$2.28M -$11.6M -42,332 -84%
61 62
63
64 65