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 %
SFPG
2826
Stonebridge Financial Planning Group
Florida
$263K – – –
ACM
2827
Alamar Capital Management
California
$261K – – –
FA
2828
Fountainhead AM
New Jersey
$259K – – –
MA
2829
Mosaic Advisors
Texas
$258K -$3.33K -12 -1%
FAN
2830
Financial Advisors Network
California
$257K – – –
DBIA
2831
Dumont & Blake Investment Advisors
New Jersey
$256K -$139K -500 -35%
MG
2832
Meritage Group
California
$256K +$256K +921 New
WCFA
2833
Walkner Condon Financial Advisors
Wisconsin
$255K -$122K -441 -32%
DC
2834
Derby & Company
Massachusetts
$255K – – –
PAA
2835
Peregrine Asset Advisers
Oregon
$254K – – –
MAM
2836
MMA Asset Management
Pennsylvania
$254K +$12.5K +45 +5%
RQS
2837
Ramsey Quantitative Systems
Kentucky
$253K +$253K +910 New
WIM
2838
Westside Investment Management
California
$251K – – –
ASA
2839
Armstrong Shaw Associates
Connecticut
$250K – – –
HIM
2840
Hanlon Investment Management
New Jersey
$250K – – –
EARNEST Partners
2841
EARNEST Partners
Georgia
$250K – – –
DLG
2842
Daniel L. Goodwin
$250K – – –
QTM
2843
qPULA Trading Management
New York
$250K +$250K +900 New
IAS
2844
Investment Advisory Services
Texas
$250K +$250K +900 New
BIP
2845
Blueprint Investment Partners
North Carolina
$249K -$44.4K -160 -15%
TNAM
2846
Terra Nova Asset Management
New York
$249K -$18.1K -65 -7%
CRI
2847
Colonial River Investments
Virginia
$249K +$13.9K +50 +6%
MCM
2848
Monument Capital Management
Virginia
$249K +$15K +54 +6%
BFWA
2849
Benchmark Financial Wealth Advisors
Florida
$249K +$22.8K +82 +10%
EI
2850
Ellevest Inc
New York
$249K +$141K +509 +132%
112 113
114
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