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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 %
COF
2851
Capital One Financial
Virginia
$246K -$9.18K -33 -4%
RA
2852
Rodgers & Associates
Pennsylvania
$245K -$10K -36 -4%
AWM
2853
Affinity Wealth Management
Delaware
$245K – – –
SJIM
2854
St. Johns Investment Management
Florida
$245K – – –
BMD
2855
Better Money Decisions
New Mexico
$245K – – –
SAM
2856
Synergy Asset Management
Washington
$244K +$244K +878 New
II
2857
Ibex Investors
Colorado
$240K – – –
NFG
2858
Northeast Financial Group
Pennsylvania
$240K – – –
JA
2859
JVL Associates
Michigan
$239K +$239K +859 New
ACM
2860
Ayrshire Capital Management
Connecticut
$238K -$15.6K -56 -6%
BEI
2861
Benjamin Edwards Inc
Missouri
$238K – – –
CCP
2862
Cassia Capital Partners
North Carolina
$238K +$238K +855 New
GPA
2863
Guidance Point Advisors
Massachusetts
$237K -$4.98K -18 -2%
CFSG
2864
Clark Financial Services Group
Missouri
$237K – – –
ATWA
2865
Arbor Trust Wealth Advisors
Michigan
$237K – – –
NEIRG
2866
New England Investment & Retirement Group
Massachusetts
$236K +$3.61K +13 +2%
MFG
2867
Menard Financial Group
Texas
$236K +$236K +849 New
PWMG
2868
Pinnacle Wealth Management Group
Michigan
$236K +$236K +850 New
WA
2869
Wealthstar Advisors
Texas
$235K +$235K +849 New
SCM
2870
Seascape Capital Management
New Hampshire
$234K +$5.57K +20 +2%
WCA
2871
Westover Capital Advisors
Delaware
$233K – – –
BA
2872
BCM Advisors
Louisiana
$232K – – –
FM
2873
Foster & Motley
Ohio
$232K +$3.89K +14 +2%
CWA
2874
Centennial Wealth Advisory
Michigan
$231K +$231K +831 New
IHWM
2875
Iron Horse Wealth Management
Iowa
$230K – – –
113 114
115
116 117