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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 %
CWP
3101
Capital Wealth Planning
Florida
– -$351K -1,375 Closed
MC
3102
Machina Capital
France
– -$332K -1,300 Closed
LIC
3103
Laurus Investment Counsel
Canada
– -$305K -1,193 Closed
OGC
3104
Oak Grove Capital
New Hampshire
– -$290K -1,135 Closed
PDM
3105
Penn Davis McFarland
Texas
– -$287K -1,125 Closed
SLF
3106
Sun Life Financial
Ontario, Canada
– -$287K -1,122 Closed
CFC
3107
Coyle Financial Counsel
Illinois
– -$279K -1,091 Closed
Two Sigma Investments
3108
Two Sigma Investments
New York
– -$264K -1,032 Closed
BWAM
3109
Boyd Watterson Asset Management
Ohio
– -$252K -985 Closed
SFM
3110
Signet Financial Management
New Jersey
– -$239K -935 Closed
AFG
3111
Affinia Financial Group
Massachusetts
– -$247K -853 Closed
NCM
3112
Narwhal Capital Management
Georgia
– -$212K -828 Closed
SC
3113
Shay Capital
New York
– -$204K -800 Closed
DA
3114
Dillon & Associates
Michigan
– -$201K -788 Closed
RWG
3115
Regal Wealth Group
California
– -$152K -595 Closed
GC
3116
Grace Capital
Massachusetts
– -$128K -500 Closed
PCM
3117
Pinz Capital Management
New York
– -$102K -400 Closed
NG
3118
NWK Group
California
– -$100K -393 Closed
AWC
3119
Abundance Wealth Counselors
Pennsylvania
– -$95K -370 Closed
LGWM
3120
Litman Gregory Wealth Management
California
– -$77K -300 Closed
CFO
3121
Colony Family Offices
North Carolina
– -$51K -200 Closed
FP
3122
Fiduciary Planning
Florida
– -$36K -139 Closed
AI
3123
ArchPoint Investors
Florida
– -$32K -125 Closed
SSWG
3124
Seven Springs Wealth Group
Tennessee
– -$32K -125 Closed
BCMIO
3125
Beacon Capital Management Inc (Ohio)
Ohio
– -$32K -125 Closed
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