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 %
SI
501
Stephens Inc
Arkansas
$24.3M -$618K -2,225 -2%
MA
502
Menlo Advisors
California
$24.3M -$813K -2,924 -3%
JIC
503
Johnson Investment Counsel
Ohio
$24.2M -$131K -471 -0.5%
MIM
504
Meridiem Investment Management
United Kingdom
$24.1M -$3.06M -11,005 -11%
CFA
505
Carroll Financial Associates
North Carolina
$24.1M -$237K -853 -1%
EDRH
506
Edmond de Rothschild Holding
Switzerland
$24.1M -$1.42M -5,099 -6%
VF
507
Virtu Financial
New York
$24.1M -$56.3M -202,523 -70%
Jones Financial Companies
508
Jones Financial Companies
Missouri
$24M -$846K -3,044 -3%
DWM
509
Doyle Wealth Management
Florida
$24M -$181K -651 -0.7%
ACG
510
Allen Capital Group
Nebraska
$24M -$1.39K -5 -0%
NMIMC
511
Northwestern Mutual Investment Management Company
Wisconsin
$23.9M -$102K -366 -0.4%
BSA
512
Braun Stacey Associates
New York
$23.9M -$106K -383 -0.4%
Hudson Bay Capital Management
513
Hudson Bay Capital Management
Connecticut
$23.6M +$23.6M +85,000 New
BFA
514
Beaumont Financial Advisors
Massachusetts
$23.5M +$699K +2,515 +3%
FDCC
515
Foster Dykema Cabot & Co
Massachusetts
$23.5M -$279K -1,004 -1%
WTC
516
WhitTier Trust Company
Nevada
$23.4M -$273K -983 -1%
SNB
517
Security National Bank
Nebraska
$23.4M +$3.55M +12,760 +18%
KPWS
518
Kestra Private Wealth Services
Texas
$23.3M -$818K -2,943 -3%
SPIA
519
Steward Partners Investment Advisory
New York
$23.3M -$4.06M -14,595 -15%
RC
520
Reik & Co
New York
$23M -$281K -1,012 -1%
Wealthfront Advisers
521
Wealthfront Advisers
California
$22.6M +$1.23M +4,413 +6%
ST
522
Spinnaker Trust
Maine
$22.6M +$58.1K +209 +0.3%
Renaissance Technologies
523
Renaissance Technologies
New York
$22.6M -$101M -363,700 -82%
LWCA
524
Locust Wood Capital Advisers
New York
$22.4M -$1.28M -4,620 -5%
MCM
525
MAI Capital Management
Ohio
$22.3M +$811K +2,917 +4%
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