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 %
RPC
1601
Rossmore Private Capital
Connecticut
$2.14M +$24.6K +90 +1%
FAT
1602
First American Trust
California
$2.14M -$819 -3 -0%
MCM
1603
Maryland Capital Management
Maryland
$2.13M +$194K +710 +10%
HCIA
1604
Hochman Cole Investment Advisors
Illinois
$2.13M -$5.46K -20 -0.3%
ADL
1605
Asset Dedication LLC
California
$2.13M +$100K +369 +5%
GC
1606
Garde Capital
Washington
$2.12M +$11.7K +43 +0.6%
PFGIA
1607
Patriot Financial Group Insurance Agency
Massachusetts
$2.12M +$125K +459 +6%
KCA
1608
Karn Couzens & Associates
Connecticut
$2.12M – – –
DL
1609
DOHJ LLC
Washington
$2.11M +$130K +453 +7%
FAM
1610
Formidable Asset Management
Ohio
$2.11M +$1.2M +4,402 +132%
JCM
1611
Jag Capital Management
Missouri
$2.11M +$226K +827 +12%
LNWTC
1612
Laird Norton Wetherby Trust Company
Washington
$2.1M +$172K +631 +9%
KA
1613
Klingman & Associates
New York
$2.1M +$12.8K +47 +0.6%
BBNA
1614
Bremer Bank National Association
Minnesota
$2.1M +$272K +995 +15%
LAIC
1615
Lederer & Associates Investment Counsel
California
$2.1M +$294K +1,078 +16%
AIS
1616
American Investment Services
Massachusetts
$2.1M – – –
VAS
1617
Vestmark Advisory Solutions
Massachusetts
$2.1M -$132K -482 -6%
HHGA
1618
Halbert Hargrove Global Advisors
California
$2.08M +$1.29M +4,713 +161%
AR
1619
Advisory Research
Illinois
$2.08M -$4.64K -17 -0.2%
NAM
1620
NTV Asset Management
West Virginia
$2.08M +$27.3K +100 +1%
NERM
1621
New England Research & Management
Illinois
$2.08M -$6.82K -25 -0.3%
SMC
1622
Smith, Moore & Co
Missouri
$2.08M +$59.8K +219 +3%
DCM
1623
Donaldson Capital Management
Indiana
$2.08M +$244K +895 +13%
TC
1624
Trilogy Capital
California
$2.07M -$234K -858 -10%
EGA
1625
E&G Advisors
Texas
$2.07M +$2.07M +7,583 New
63 64
65
66 67