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 %
CCA
2751
Conestoga Capital Advisors
Pennsylvania
$306K – – –
TOCUITCONY
2752
Trustees of Columbia University in the City of New York
New York
$306K – – –
AAM
2753
American Asset Management
Florida
$306K – – –
ESCM
2754
Echo Street Capital Management
New York
$304K -$402K -1,447 -57%
ACM
2755
Alpha Capital Management
Texas
$304K -$2.78K -10 -0.9%
MAS
2756
Managed Account Services
Florida
$304K -$1.11K -4 -0.4%
GG
2757
Golden Green
South Carolina
$303K +$1.39K +5 +0.5%
SMG
2758
Smart Money Group
Texas
$303K +$52.9K +297 +21%
SAM
2759
Smithbridge Asset Management
Pennsylvania
$302K -$27.8K -100 -8%
FC
2760
Fusion Capital
South Carolina
$301K -$7.22K -26 -2%
APC
2761
Aspire Private Capital
North Carolina
$300K +$5K +18 +2%
PIFP
2762
Partners in Financial Planning
Virginia
$299K +$299K +1,077 New
TWP
2763
TFO Wealth Partners
Ohio
$299K -$69K -250 -19%
AFM
2764
Abbot Financial Management
Massachusetts
$299K – – –
Q
2765
QVR
California
$299K +$214K +772 +253%
SPIO
2766
Seven Post Investment Office
California
$299K +$299K +1,074 New
RWM
2767
RBA Wealth Management
California
$298K -$10.8K -39 -4%
FFG
2768
Fullen Financial Group
Ohio
$298K +$298K +1,073 New
BA
2769
Ballew Advisors
Mississippi
$297K -$297K -1,062 -50%
OF
2770
Outfitter Financial
Maine
$296K -$373K -1,343 -56%
HWM
2771
Howard Wealth Management
Connecticut
$296K +$9.71K +35 +3%
UCMOK
2772
United Capital Management of KS
Kansas
$295K +$295K +1,062 New
NEPPG
2773
New England Professional Planning Group
Rhode Island
$293K -$29K -100 -9%
LAM
2774
LifePro Asset Management
California
$293K +$30.5K +110 +12%
KBFS
2775
Kohmann Bosshard Financial Services
Ohio
$293K +$41.7K +150 +17%
109 110
111
112 113