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 %
GC
2776
GFG Capital
Florida
$292K -$235K -846 -45%
CIS
2777
Connors Investor Services
Pennsylvania
$292K -$111K -400 -28%
CCM
2778
Carderock Capital Management
Maryland
$292K -$13.9K -50 -5%
BCM
2779
Brasada Capital Management
Texas
$292K – – –
TA
2780
TruWealth Advisors
Louisiana
$292K +$62.5K +225 +27%
HFM
2781
Harvest Fund Management
China
$291K +$79.8K +285 +38%
PCTC
2782
Perkins Coie Trust Company
Washington
$290K -$96K -345 -25%
AA
2783
Addison Advisors
Vermont
$290K +$290K +1,042 New
CAN
2784
Claraphi Advisory Network
United States
$288K -$28.1K -101 -9%
MA
2785
MJP Associates
Connecticut
$288K +$12.5K +45 +5%
CFG
2786
CKW Financial Group
Hawaii
$287K – – –
GHAM
2787
Gilman Hill Asset Management
Connecticut
$287K +$41.7K +150 +17%
DW
2788
Domani Wealth
Pennsylvania
$286K – – –
PIM
2789
Provident Investment Management
Michigan
$286K +$19.4K +70 +7%
MC
2790
Miramar Capital
Illinois
$284K – – –
AC
2791
Arjuna Capital
North Carolina
$283K – – –
CNC
2792
Citizens & Northern Corp
Pennsylvania
$283K +$5.55K +20 +2%
MAM
2793
McCarthy Asset Management
California
$282K -$886K -3,188 -76%
TS
2794
Tamar Securities
California
$282K +$13.9K +50 +5%
MGI
2795
MayTech Global Investments
New York
$282K +$278K +1,000 +6,667%
GAG
2796
GM Advisory Group
New York
$282K +$282K +1,013 New
MSU
2797
Mizuho Securities USA
New York
$282K +$282K +1,016 New
BC
2798
Burleson & Co
California
$280K – – –
EE
2799
EWG Elevate
California
$280K +$561 +2 +0.2%
SFA
2800
Source Financial Advisors
New York
$280K +$5.56K +20 +2%
110 111
112
113 114