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 %
BCCM
2901
Bridge Creek Capital Management
Massachusetts
$216K -$6.95K -25 -3%
CCA
2902
Clearwater Capital Advisors
Illinois
$215K +$215K +774 New
BWM
2903
Brickley Wealth Management
California
$215K +$215K +774 New
BC
2904
Barnett & Company
Tennessee
$214K – – –
T
2905
TRUADVICE
Florida
$212K +$212K +755 New
WEPOG
2906
Wealth Enhancement & Preservation of GA
Georgia
$212K +$212K +762 New
AS
2907
Altshuler Shaham
Israel
$211K +$129K +465 +159%
DA
2908
Doliver Advisors
Texas
$211K +$211K +761 New
GWAM
2909
Guardian Wealth Advisors (Minnesota)
Minnesota
$210K +$210K +756 New
PAM
2910
Peninsula Asset Management
Florida
$210K +$210K +757 New
SIAG
2911
Safeguard Investment Advisory Group
California
$210K +$210K +758 New
FA
2912
Financial Advantage
Maryland
$208K – – –
Mawer Investment Management
2913
Mawer Investment Management
Alberta, Canada
$208K +$208K +750 New
TIM
2914
Thompson Investment Management
Wisconsin
$208K +$208K +750 New
PA
2915
Prism Advisors
California
$208K +$208K +750 New
FWM
2916
Foresight Wealth Management
Utah
$208K +$208K +750 New
SWMP
2917
Signature Wealth Management Partners
New Jersey
$208K +$208K +750 New
CCA
2918
Catalyst Capital Advisors
New York
$206K -$114K -410 -36%
TVWM
2919
Tower View Wealth Management
Wisconsin
$206K -$83.5K -300 -29%
JPG
2920
Jordan Park Group
California
$206K +$206K +742 New
FRA
2921
Front Row Advisors
California
$205K -$1.14K -4 -0.6%
LPWM
2922
Lake Point Wealth Management
Texas
$205K +$205K +736 New
SPA
2923
Sentinel Pension Advisors
Massachusetts
$205K +$205K +737 New
AIM
2924
Axiom Investment Management
New York
$204K +$204K +732 New
SRSA
2925
S.R. Schill & Associates
Washington
$204K +$204K +734 New
115 116
117
118 119