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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 %
SCA
3026
Stuart Chaussee & Associates
California
$15K +$8.33K +30 +125%
PVH
3027
Psagot Value Holdings
Israel
$14K -$61.8M -220,801 -100%
MWC
3028
MBM Wealth Consultants
Missouri
$14K – – –
IUHSA
3029
Itau Unibanco Holding S.A.
Brazil
$14K +$14K +50 New
SWM
3030
Strategic Wealth Management
Washington
$13K – – –
KJHP
3031
K.J. Harrison & Partners
Ontario, Canada
$8.94K -$273 -980 -3%
SC
3032
Solstein Capital
California
$8K +$8K +30 New
EAM
3033
Eukles Asset Management
Ohio
$7K – – –
EW
3034
Emerson Wealth
Michigan
$7K – – –
PC
3035
Permanens Capital
New York
$7K +$2.52K +9 +56%
TCM
3036
TD Capital Management
Tennessee
$6K – – –
FPW
3037
Flagship Private Wealth
Massachusetts
$5.58K – – –
IPW
3038
IronBridge Private Wealth
Texas
$5K +$5K +17 New
LFASL
3039
Lugano Financial Advisors SA (LFA)
Switzerland
$3K – – –
CAM
3040
ClariVest Asset Management
California
$3K – – –
AIA
3041
Arcadia Investment Advisors
Idaho
$2.78K +$2.78K +10 New
WA
3042
Waddell & Associates
Tennessee
$2.32K +$2.32K +8,338 New
TLFA
3043
True Link Financial Advisors
California
$2K -$912K -3,193 -100%
MGIM
3044
M&G Investment Management
United Kingdom
$1.65K -$129 -464 -7%
DI
3045
DRH Investments
California
$1K – – –
LAS
3046
Lloyd Advisory Services
Georgia
$1K +$1K +5 New
MA
3047
MBA Advisors
Pennsylvania
$410 +$6 +23 +2%
Walleye Capital
3048
Walleye Capital
New York
$275 -$130 -467 -32%
Wolverine Trading
3049
Wolverine Trading
Illinois
– -$126M -486,390 Closed
Voloridge Investment Management
3050
Voloridge Investment Management
Florida
– -$97.9M -383,197 Closed
120 121
122
123 124