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 %
AAS
2001
Annex Advisory Services
Wisconsin
$1.09M – – –
EGM
2002
Engineers Gate Manager
New York
$1.09M -$6.77M -24,804 -86%
HP
2003
Holowesko Partners
Bahamas
$1.08M – – –
ODG
2004
O'Dell Group
Ohio
$1.08M – – –
BT
2005
Brandywine Trust
Delaware
$1.08M +$23.2K +85 +2%
ACM
2006
Armbruster Capital Management
New York
$1.08M +$4.09K +15 +0.4%
RZH
2007
Relyea Zuckerberg Hanson
Connecticut
$1.08M +$107K +392 +11%
ATFA
2008
All Terrain Financial Advisors
Minnesota
$1.08M +$111K +405 +11%
JGIA
2009
Jackson Grant Investment Advisers
Connecticut
$1.08M +$43.7K +160 +4%
SSWM
2010
Sheets Smith Wealth Management
North Carolina
$1.08M – – –
AIM
2011
ARGA Investment Management
Connecticut
$1.07M – – –
GIP
2012
Greatmark Investment Partners
Georgia
$1.07M – – –
PA
2013
Parkside Advisors
California
$1.07M – – –
GSC
2014
G&S Capital
Colorado
$1.07M – – –
AWG
2015
Altus Wealth Group
Colorado
$1.07M – – –
SCM
2016
Southport Capital Management
Tennessee
$1.06M -$269K -986 -20%
SWA
2017
Sutton Wealth Advisors
Florida
$1.06M +$4.37K +16 +0.4%
ARG
2018
Advisory Resource Group
Oklahoma
$1.06M +$4.09K +15 +0.4%
BIA
2019
Biondo Investment Advisors
Pennsylvania
$1.05M – – –
PFC
2020
Phocas Financial Corp
California
$1.04M +$255K +935 +32%
RS
2021
Retirement Solution
Washington
$1.04M +$405K +1,485 +64%
CMO
2022
Covenant Multifamily Offices
Texas
$1.04M +$66.7K +240 +7%
PP
2023
Prudential plc
United Kingdom
$1.04M -$45.6M -167,147 -98%
AO
2024
Advisor OS
Illinois
$1.04M -$15.8K -58 -2%
AIP
2025
Ahrens Investment Partners
Louisiana
$1.04M +$546 +2 +0.1%
79 80
81
82 83