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 %
OHIS
1651
Oak Harvest Investment Services
Texas
$2M -$81.6K -299 -4%
S
1652
SimplyRich
California
$2M +$11.7K +43 +0.6%
PAM
1653
Paradigm Asset Management
New York
$1.99M -$109K -400 -5%
CCG
1654
Cypress Capital Group
Florida
$1.99M – – –
BF
1655
Blankinship & Foster
California
$1.98M – – –
MI
1656
Markston International
New York
$1.98M -$1.72M -6,302 -47%
VCM
1657
Vigilant Capital Management
Maine
$1.97M +$1.37K +5 +0.1%
JF
1658
JSF Financial
California
$1.97M +$53.2K +195 +3%
AC
1659
Avestar Capital
New York
$1.96M -$11.5K -42 -0.6%
HIP
1660
HUB Investment Partners
Texas
$1.95M -$447K -1,638 -19%
WA
1661
Waverly Advisors
Alabama
$1.95M +$133K +468 +7%
IMOV
1662
Investment Management of Virginia
Virginia
$1.95M +$59.5K +218 +3%
EA
1663
Ellsworth Advisors
Ohio
$1.94M +$25.1K +92 +1%
WAG
1664
Winthrop Advisory Group
Massachusetts
$1.94M +$90.1K +330 +5%
SCA
1665
Sippican Capital Advisors
Massachusetts
$1.94M -$11.5K -42 -0.6%
SIAG
1666
Signet Investment Advisory Group
Rhode Island
$1.93M +$189K +692 +11%
6M
1667
6 Meridian
Kansas
$1.93M -$115K -421 -6%
PSC
1668
Prentiss Smith & Co
Vermont
$1.92M – – –
PCMC
1669
Private Capital Management (Colorado)
Colorado
$1.92M +$2.18K +8 +0.1%
CGA
1670
Crescent Grove Advisors
Illinois
$1.91M +$102K +375 +6%
NDSI
1671
Newman Dignan & Sheerar Inc
Rhode Island
$1.91M -$3.28K -12 -0.2%
BSB
1672
Bangor Savings Bank
Maine
$1.91M +$137K +503 +8%
PF
1673
Phoenix Financial
Israel
$1.9M +$1.9M +6,968 New
PCFFS
1674
Pacific Center for Financial Services
California
$1.9M +$966K +3,539 +103%
MCA
1675
Magnolia Capital Advisors
Mississippi
$1.9M +$368K +1,347 +24%
65 66
67
68 69