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 %
CAC
1951
Certified Advisory Corp
Florida
$1.19M – – –
AIA
1952
Angeles Investment Advisors
California
$1.19M +$479K +1,757 +67%
JVBC
1953
J.V. Bruni & Co
Colorado
$1.19M -$51.9K -190 -4%
FFA
1954
Founders Financial Alliance
North Carolina
$1.19M -$56.8K -208 -5%
PGA
1955
Portland Global Advisors
Maine
$1.19M – – –
OCM
1956
Osterweis Capital Management
California
$1.18M – – –
GCA
1957
Guardian Capital Advisors
Ontario, Canada
$1.18M -$32.8K -120 -3%
AT
1958
Arden Trust
Delaware
$1.18M -$88.1K -323 -7%
EBA
1959
Eagle Bay Advisors
New York
$1.18M +$198K +725 +20%
DA
1960
Denali Advisors
California
$1.17M +$546K +2,000 +87%
FLI
1961
Family Legacy Inc
South Carolina
$1.17M – – –
SIM
1962
Sadoff Investment Management
Wisconsin
$1.17M – – –
FNWM
1963
Financial Network Wealth Management
Utah
$1.17M +$5.73K +21 +0.5%
TCM
1964
Tradewinds Capital Management
Washington
$1.17M +$136K +500 +13%
OIA
1965
Optimum Investment Advisors
Illinois
$1.17M -$637K -2,335 -35%
DWMG
1966
DB Wealth Management Group
California
$1.17M -$38.2K -140 -3%
NI
1967
NFC Investments
Tennessee
$1.16M – – –
TWA
1968
Tillar-Wenstrup Advisors
Ohio
$1.16M -$29.7K -109 -2%
HIIFS
1969
Harel Insurance Investments & Financial Services
Israel
$1.15M -$1.16M -4,236 -50%
LC
1970
LCNB Corp
Ohio
$1.15M – – –
NSB
1971
Norway Savings Bank
Maine
$1.15M +$132K +482 +13%
SGK
1972
Steigerwald Gordon & Koch
Virginia
$1.15M +$136K +500 +13%
GCM
1973
Gibraltar Capital Management
Oklahoma
$1.15M +$23.2K +85 +2%
KIG
1974
Kowal Investment Group
Wisconsin
$1.14M +$1.64K +6 +0.1%
KFP
1975
KMG Fiduciary Partners
Ohio
$1.14M -$15K -55 -1%
77 78
79
80 81