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 %
HCM
2876
Hilton Capital Management
New York
$229K – – –
SWM
2877
Shakespeare Wealth Management
Wisconsin
$229K – – –
GAM
2878
Geier Asset Management
Maryland
$228K -$20.9K -75 -8%
PP
2879
PrairieView Partners
Minnesota
$228K +$278 +1 +0.1%
ONST
2880
Old North State Trust
North Carolina
$228K +$22.2K +80 +11%
CICI
2881
Capital Investment Counsel Inc
North Carolina
$228K +$228K +820 New
GA
2882
Gateway Advisory
New Jersey
$227K +$2.78K +10 +1%
OBWP
2883
O'Brien Wealth Partners
Massachusetts
$227K +$227K +811 New
PD
2884
Planning Directions
Pennsylvania
$227K +$227K +818 New
TA
2885
Townsend & Associates
Colorado
$226K – – –
WLPWM
2886
Walled Lake Planning & Wealth Management
Illinois
$226K – – –
CSIA
2887
Charles Schwab Investment Advisory
California
$225K +$225K +811 New
TF
2888
TLWM Financial
Texas
$225K +$225K +811 New
JSA
2889
Jacobson & Schmitt Advisors
Wisconsin
$224K -$13.9K -50 -6%
JWM
2890
Jackson Wealth Management
Florida
$224K – – –
WWA
2891
WC Walker & Associates
California
$224K – – –
PFA
2892
Plotkin Financial Advisors
Maryland
$222K – – –
SPI
2893
Santori & Peters Inc
Pennsylvania
$222K +$554 +2 +0.3%
1CP
2894
17 Capital Partners
Arizona
$222K +$222K +800 New
CCM
2895
Chiron Capital Management
Florida
$221K – – –
HA
2896
Harborview Advisors
Maine
$220K – – –
MLIC
2897
Mandatum Life Insurance Company
Finland
$220K +$220K +793 New
IAMOG
2898
Investors Asset Management of Georgia
Georgia
$218K +$218K +785 New
PA
2899
Planning Alternatives
Michigan
$217K -$13.9K -50 -6%
JAWM
2900
J. Arnold Wealth Management
Ohio
$217K +$217K +780 New
114 115
116
117 118