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 %
SRC
476
Shufro Rose & Co
New York
$26M -$1.61M -5,780 -6%
SMDAM
477
Sumitomo Mitsui DS Asset Management
Japan
$26M +$308K +1,108 +1%
SAM
478
Silvercrest Asset Management
New York
$25.9M -$227K -815 -0.9%
EBSAM
479
Eubel Brady & Suttman Asset Management
Ohio
$25.9M -$25.9M -101,302 -50%
MAM
480
Meeder Asset Management
Ohio
$25.9M -$952K -3,426 -4%
PAS
481
Professional Advisory Services
Florida
$25.6M -$1.08M -3,887 -4%
Bank Julius Baer & Co
482
Bank Julius Baer & Co
Switzerland
$25.4M -$996K -3,585 -4%
HCM
483
Hutchinson Capital Management
California
$25.3M -$54.2K -195 -0.2%
BTW
484
Boston Trust Walden
Massachusetts
$25.2M -$11.4M -41,004 -31%
CA
485
CapWealth Advisors
Tennessee
$25.1M +$139K +499 +0.6%
TSW
486
Thompson Siegel & Walmsley
Virginia
$25.1M -$2.06M -7,410 -8%
TNA
487
True North Advisors
Texas
$25.1M +$605K +2,177 +2%
GCM
488
GoodHaven Capital Management
New Jersey
$24.9M – – –
YIA
489
YHB Investment Advisors
Connecticut
$24.9M -$861K -3,099 -3%
QOP
490
Quinn Opportunity Partners
Virginia
$24.8M – – –
AA
491
Ancora Advisors
Ohio
$24.7M -$438K -1,575 -2%
HWA
492
Heritage Wealth Advisors
Virginia
$24.7M +$2.17M +7,815 +10%
TIP
493
Torray Investment Partners
Maryland
$24.7M +$30.6K +110 +0.1%
PSUF
494
People's United Financial
Connecticut
$24.6M -$146K -525 -0.6%
CGH
495
Crossmark Global Holdings
Texas
$24.5M +$686K +2,467 +3%
GJCM
496
Grand Jean Capital Management
California
$24.5M -$55.6K -200 -0.2%
LF
497
Lee Financial
Texas
$24.5M +$114K +411 +0.5%
PWP
498
Private Wealth Partners
California
$24.4M +$61.4K +221 +0.3%
TYCC
499
Texas Yale Capital Corp
Florida
$24.4M -$41.4K -149 -0.2%
PC
500
Pecaut & Co
Iowa
$24.3M -$1.31M -4,705 -5%
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