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 %
BFG
2651
Barber Financial Group
Kansas
$369K -$2.51K -9 -0.7%
SCM
2652
SKBA Capital Management
California
$369K – – –
MWM
2653
Maltin Wealth Management
New Jersey
$368K +$41.4K +149 +13%
ACP
2654
Aveo Capital Partners
Colorado
$368K +$49.8K +179 +16%
SP
2655
SWS Partners
Ohio
$367K -$941K -3,384 -72%
IAP
2656
Indie Asset Partners
Indiana
$367K -$13.9K -50 -4%
VFIC
2657
Valley Forge Investment Consultants
Pennsylvania
$367K – – –
MAM
2658
Marotta Asset Management
Virginia
$365K -$15.1K -54 -4%
BDFN
2659
Bond & Devick Financial Network
Minnesota
$365K -$97.2K -350 -21%
WCM
2660
Wealthcare Capital Management
Virginia
$365K +$9.74K +35 +3%
SIA
2661
Strategic Investment Advisors
Michigan
$365K +$68K +245 +23%
SFP
2662
Sandbox Financial Partners
Maryland
$363K +$125K +450 +53%
FVWA
2663
Foster Victor Wealth Advisors
South Carolina
$362K -$1.39K -5 -0.4%
MCIA
2664
Mountain Capital Investment Advisors
Colorado
$362K – – –
EWF
2665
Epstein & White Financial
California
$362K +$85.2K +307 +31%
CFG
2666
Compton Financial Group
Maryland
$361K +$11.1K +40 +3%
MFT
2667
Moisand Fitzgerald Tamayo
Florida
$360K -$94.4K -340 -21%
KM
2668
Kalos Management
Georgia
$360K -$31.3K -109 -8%
CCM
2669
Cohen Capital Management
California
$360K – – –
RPA
2670
Rock Point Advisors
Vermont
$359K – – –
ZAM
2671
Zevin Asset Management
Massachusetts
$359K – – –
AIA
2672
Alera Investment Advisors
Illinois
$359K +$5.56K +20 +2%
UWM
2673
USAdvisors Wealth Management
Minnesota
$358K -$156K -560 -30%
CWP
2674
CFM Wealth Partners
Texas
$358K – – –
VFM
2675
Vivid Financial Management
California
$358K +$2.22K +8 +0.6%
105 106
107
108 109