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 %
Kayne Anderson Rudnick Investment Management
1701
Kayne Anderson Rudnick Investment Management
California
$1.82M -$5.46K -20 -0.3%
SC
1702
Skylands Capital
Wisconsin
$1.82M -$1.23M -4,500 -40%
MECA
1703
Miller Equity Capital Advisors
Texas
$1.82M +$54.6K +200 +3%
MWM
1704
Merriman Wealth Management
Washington
$1.81M -$89.3K -327 -5%
CWM
1705
Connecticut Wealth Management
Connecticut
$1.81M +$305K +1,118 +20%
TAM
1706
Tealwood Asset Management
Minnesota
$1.81M +$1.81M +6,615 New
BWM
1707
Baystate Wealth Management
Massachusetts
$1.8M -$17.5K -64 -1%
SAM
1708
Steinberg Asset Management
New York
$1.8M – – –
WCAMG
1709
Woodard & Company Asset Management Group
North Carolina
$1.8M -$286K -1,047 -14%
KAH
1710
Kathryn A. Hall
$1.8M – – –
VCAM
1711
Van Cleef Asset Management
Ohio
$1.8M – – –
LPT
1712
Legacy Private Trust
Wisconsin
$1.8M +$5.46K +20 +0.3%
CWM
1713
Cahaba Wealth Management
Georgia
$1.79M +$1.38M +5,057 +334%
AWA
1714
Artemis Wealth Advisors
New York
$1.79M – – –
PP
1715
Professional Planning
California
$1.77M +$13.4K +49 +0.8%
CWAG
1716
Compton Wealth Advisory Group
Virginia
$1.77M -$114K -418 -6%
MA
1717
MCF Advisors
Kentucky
$1.77M +$80.8K +296 +5%
JHP
1718
James Hambro & Partners
United Kingdom
$1.77M +$90K +330 +5%
CGPCS
1719
Capital Group Private Client Services
California
$1.77M +$1.77M +6,471 New
CWMU
1720
Caliber Wealth Management (Utah)
Utah
$1.77M +$109K +385 +7%
CRI
1721
Colonial River Investments
Virginia
$1.77M +$1.51M +5,349 +597%
1WM
1722
1900 Wealth Management
Texas
$1.76M – – –
SG
1723
StoneX Group
New York
$1.76M -$181K -663 -9%
FMLI
1724
Fukoku Mutual Life Insurance
Japan
$1.76M +$262K +960 +18%
VC
1725
Vestor Capital
Illinois
$1.76M – – –
67 68
69
70 71