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 %
FA
2626
Financial Advisors
Massachusetts
$391K +$1.39K +5 +0.4%
BBNB
2627
Baker Boyer National Bank
Washington
$391K +$391K +1,431 New
AWM
2628
Act Wealth Management
Texas
$390K – – –
DWM
2629
Defined Wealth Management
Oregon
$388K – – –
CAM
2630
Cidel Asset Management
Ontario, Canada
$387K – – –
APC
2631
Asset Planning Corporation
Tennessee
$387K +$92.4K +332 +31%
RF
2632
Rollins Financial
Georgia
$385K +$385K +1,385 New
GIM
2633
Guild Investment Management
California
$384K – – –
DPI
2634
Diversified Portfolios Inc
Michigan
$379K – – –
RSS
2635
Rosenblum Silverman Sutton
California
$379K – – –
PIM
2636
Progressive Investment Management
Oregon
$378K – – –
WFO
2637
Wealthgate Family Office
Colorado
$378K – – –
SCP
2638
Silverleafe Capital Partners
Tennessee
$377K – – –
OL
2639
Optas LLC
Texas
$376K – – –
ACM
2640
Alethea Capital Management
Washington
$375K – – –
BE
2641
Bonness Enterprises
District of Columbia
$375K – – –
IIM
2642
Ipswich Investment Management
Massachusetts
$375K +$27.8K +100 +8%
OFG
2643
Omega Financial Group
California
$374K – – –
CMI
2644
Clare Market Investments
Texas
$374K -$87.5K -315 -19%
DR
2645
Davis Rea
Ontario, Canada
$372K -$1.95K -7 -0.5%
JEST
2646
JTC Employer Solutions Trustee
Jersey
$372K +$372K +1,341 New
CWM
2647
Chesapeake Wealth Management
Virginia
$371K -$50.6K -182 -12%
CL
2648
COWA LLC
Oklahoma
$371K -$20.9K -75 -5%
FA
2649
FC Advisory
Pennsylvania
$370K -$208K -750 -36%
CL
2650
CSS LLC
Illinois
$370K – – –
104 105
106
107 108