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 %
AMG
1751
Asset Management Group
Connecticut
$1.69M +$5.46K +20 +0.3%
VCM
1752
Vision Capital Management
Oregon
$1.69M +$40.9K +150 +2%
LW
1753
Linscomb Wealth
Texas
$1.69M +$54K +198 +3%
AAM
1754
Aureus Asset Management
Massachusetts
$1.69M -$132K -484 -7%
SCM
1755
Sterneck Capital Management
Missouri
$1.69M -$6.28K -23 -0.4%
IF
1756
Intrua Financial
Texas
$1.69M -$18.4K -64 -1%
UCI
1757
Uncommon Cents Investing
Wisconsin
$1.69M +$104K +380 +7%
JWM
1758
Jupiter Wealth Management
Colorado
$1.69M – – –
WM
1759
WS Management
Florida
$1.68M – – –
HI
1760
Hudock Inc
Pennsylvania
$1.68M – – –
CBB
1761
Citizens Business Bank
California
$1.68M -$1.37K -5 -0.1%
MGWM
1762
Marks Group Wealth Management
Minnesota
$1.68M +$22.4K +82 +1%
SIM
1763
Sonora Investment Management
Arizona
$1.68M +$299K +1,096 +22%
LWM
1764
Lyell Wealth Management
California
$1.68M -$7.1K -26 -0.4%
NB
1765
Northwest Bancshares
Pennsylvania
$1.68M – – –
EDRIA
1766
Edmonds Duncan Registered Investment Advisors
Kansas
$1.68M – – –
AIM
1767
Avity Investment Management
Connecticut
$1.67M – – –
SW
1768
SlateStone Wealth
Florida
$1.67M – – –
WC
1769
Winmill & Co
New York
$1.67M – – –
OWA
1770
Octavia Wealth Advisors
Ohio
$1.66M -$45K -165 -3%
GGS
1771
Galvin Gaustad & Stein
Arizona
$1.66M -$104K -380 -6%
TW
1772
TrinityPoint Wealth
Connecticut
$1.66M +$28.7K +105 +2%
I2I
1773
Insight 2811 Inc
Illinois
$1.66M -$169K -620 -9%
BWM
1774
BCGM Wealth Management
Indiana
$1.65M +$216K +752 +15%
AWP
1775
Abacus Wealth Partners
California
$1.65M -$180K -660 -10%
69 70
71
72 73