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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,043 hedge funds and large institutions have $242B invested in Berkshire Hathaway Class B in 2021 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 1,160 increasing their positions, 1,235 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,043
Holders Change
+37
Holders Change %
+1.23%
% of All Funds
53.13%
Holding in Top 10
462
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.65%
% of All Funds
8.07%
New
158
Increased
1,160
Reduced
1,235
Closed
82
Calls
$4.97B
Puts
$4.32B
Net Calls
+$644M
Net Calls Change
-$653M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.83B
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$325M
3
Citadel Advisors
Citadel Advisors
Florida
+$289M
4
Barclays
Barclays
United Kingdom
+$264M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$248M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$123B
2
Bank of America
Bank of America
North Carolina
-$466M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$465M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$328M
5
Norges Bank
Norges Bank
Norway
-$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
2551
Campion Asset Management
Virginia
$443K – – –
SW
2552
StrongBox Wealth
Missouri
$443K +$443K +1,595 New
DDPIC
2553
Deroy & Devereaux Private Investment Counsel
Michigan
$442K – – –
EA
2554
Emerald Advisors
Washington
$442K +$15.3K +55 +4%
NFSG
2555
Newbridge Financial Services Group
Florida
$440K -$27.8K -100 -6%
MM
2556
Meridian Management
Arkansas
$440K +$440K +1,582 New
RVPG
2557
Relative Value Partners Group
$439K -$66.8K -240 -13%
CWA
2558
Carolina Wealth Advisors
South Carolina
$439K -$22K -79 -5%
BMA
2559
Brooks Moore & Associates
Tennessee
$438K – – –
MIC
2560
Meridian Investment Counsel
California
$438K – – –
AGA
2561
Arkos Global Advisors
Texas
$438K – – –
SSC
2562
Syverson Strege & Co
Iowa
$438K +$23.3K +84 +6%
CM
2563
Capula Management
Cayman Islands
$438K +$438K +1,576 New
TF
2564
TRH Financial
Iowa
$437K – – –
AIFAIM
2565
American Institute for Advanced Investment Management
Arizona
$437K +$13.9K +50 +3%
HWA
2566
Heritage Way Advisors
Illinois
$436K – – –
DA
2567
DCM Advisors
New York
$436K +$94.9K +341 +28%
BCP
2568
Berkeley Capital Partners
Georgia
$432K +$6.95K +25 +2%
GAB
2569
German American Bancorp
Indiana
$431K +$32K +115 +8%
CHA
2570
Cooper/Haims Advisors
New York
$430K -$86.2K -310 -17%
ETI
2571
Enterprise Trust & Investment
California
$430K – – –
SVCP
2572
Silicon Valley Capital Partners
California
$430K +$8.06K +29 +2%
HAIM
2573
Hunter Associates Investment Management
Pennsylvania
$429K -$1.08M -3,895 -72%
HAFS
2574
Hapanowicz & Associates Financial Services
Pennsylvania
$429K – – –
CAM
2575
Costello Asset Management
Pennsylvania
$427K -$2.94M -10,558 -87%
101 102
103
104 105