BRK.B icon

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 %
CIAS
2601
CBIZ Investment Advisory Services
Ohio
$410K -$377K – –
CG
2602
Corundum Group
Colorado
$409K +$556 +2 +0.1%
RRCM
2603
Rappaport Reiches Capital Management
Illinois
$406K +$406K +1,460 New
BAM
2604
Boyar Asset Management
New York
$405K +$4.17K +15 +1%
CC
2605
Claybrook Capital
Massachusetts
$404K -$3.3M -11,866 -89%
SFG
2606
SevenBridge Financial Group
Pennsylvania
$404K -$55.6K -200 -12%
CWM
2607
CCG Wealth Management
California
$404K -$19.7K -71 -5%
HWMA
2608
Heritage Wealth Management (Arizona)
Arizona
$402K -$148K -534 -27%
ERWM
2609
Elk River Wealth Management
Colorado
$402K -$94.6K -340 -19%
VWA
2610
VERITY Wealth Advisors
United States
$401K -$27.8K -100 -6%
BI
2611
Blooom Inc
Kansas
$401K -$59 -1 -0%
BWL
2612
Bogart Wealth LLC
Virginia
$401K +$28.1K +101 +8%
VRM
2613
Vectors Research Management
New York
$398K -$398K -1,433 -50%
HC
2614
HNP Capital
New York
$398K – – –
1IA
2615
1834 Investment Advisors
Wisconsin
$398K – – –
CWM
2616
Curi Wealth Management
North Carolina
$398K +$4.17K +15 +1%
ME
2617
McIlrath & Eck
Washington
$398K +$45.1K +162 +13%
IC
2618
Iconiq Capital
California
$397K – – –
CM
2619
Cornerstone Management
Georgia
$397K – – –
IAA
2620
Ironsides Asset Advisors
North Carolina
$396K -$97.3K -350 -20%
HCM
2621
HM Capital Management
Missouri
$396K – – –
LWMM
2622
Legacy Wealth Management (Mississippi)
Mississippi
$395K – – –
JWM
2623
JGP Wealth Management
Oregon
$394K +$55.3K +199 +16%
NL
2624
Navalign LLC
California
$394K +$394K +1,417 +141,700%
BAM
2625
Bellevue Asset Management
Washington
$392K -$556 -2 -0.1%
103 104
105
106 107