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 %
WIA
2126
World Investment Advisors
California
$894K -$350K -1,281 -28%
ACA
2127
Affinity Capital Advisors
California
$894K -$87.4K -320 -9%
CCM
2128
Crossvault Capital Management
Texas
$894K +$13.7K +50 +2%
MPCG
2129
Matrix Private Capital Group
New York
$889K +$115K +421 +15%
KBG
2130
Kahn Brothers Group
New York
$887K – – –
RCA
2131
Rex Capital Advisors
Rhode Island
$887K -$409K -1,500 -32%
BRA
2132
Biechele Royce Advisors
Indiana
$887K +$322K +1,179 +57%
DI
2133
DFPG Investments
Utah
$886K +$1.69K +6 +0.2%
RCG
2134
Rock Creek Group
District of Columbia
$885K -$461K -1,687 -34%
IA
2135
IFG Advisors
Missouri
$883K -$54.9K -201 -6%
LGA
2136
Lebenthal Global Advisors
New York
$883K – – –
BWFA
2137
Baltimore-Washington Financial Advisors
Maryland
$882K -$44.7K -164 -5%
FEM
2138
Fulcrum Equity Management
Texas
$882K +$104K +380 +13%
ITIM
2139
Indiana Trust & Investment Management
Indiana
$881K +$27K +99 +3%
FCM
2140
Fortis Capital Management
Washington
$881K +$159K +583 +22%
PS
2141
Portfolio Solutions
Michigan
$880K – – –
SOAMC
2142
Spirit of America Management Corp
New York
$879K +$54.6K +200 +7%
CG
2143
Clarus Group
Texas
$878K +$14.7K +54 +2%
LCM
2144
Liberty Capital Management
Michigan
$877K – – –
FIM
2145
Fernwood Investment Management
Massachusetts
$876K +$5.46K +20 +0.6%
LFA
2146
Legacy Financial Advisors
Kentucky
$875K +$169K +621 +24%
CHJWM
2147
Carlton Hofferkamp & Jenks Wealth Management
Texas
$874K – – –
PFG
2148
PAX Financial Group
Texas
$873K -$3.55K -13 -0.4%
FH
2149
FWG Holdings
Florida
$872K +$76.4K +280 +10%
PCMK
2150
Paragon Capital Management (Kansas)
Kansas
$870K -$68.2K -250 -7%
84 85
86
87 88