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 %
TAF
551
Tredje AP-fonden
Sweden
$20M – – –
KCM
552
Kanawha Capital Management
Virginia
$19.9M +$214K +770 +1%
EH
553
Equitable Holdings
New York
$19.8M +$1.62M +5,824 +9%
SAM
554
SP Asset Management
California
$19.5M -$2.81K -10 -0%
H
555
Hexavest
Quebec, Canada
$19.5M -$3.45M -12,400 -15%
RIL
556
Rothschild Investment LLC
Illinois
$19.3M -$120K -430 -0.6%
RGC
557
Roberts, Glore & Co
Illinois
$19.2M -$825K -2,967 -4%
MWM
558
Modera Wealth Management
New Jersey
$19.2M +$228K +821 +1%
FMII
559
Farmers & Merchants Investments Inc
Nebraska
$19.2M +$25.6K +92 +0.1%
ACI
560
Alpha Cubed Investments
California
$19.1M -$122K -440 -0.6%
Bessemer Group
561
Bessemer Group
New Jersey
$19.1M +$255K +919 +1%
PP
562
Paloma Partners
Connecticut
$19M +$11.9M +42,646 +165%
NFC
563
Northeast Financial Consultants
Connecticut
$19M – – –
LOPW
564
Live Oak Private Wealth
North Carolina
$18.9M +$325K +1,168 +2%
BFO
565
Boston Family Office
Massachusetts
$18.9M +$442K +1,591 +2%
SBWIC
566
Schaper Benz & Wise Investment Counsel
Wisconsin
$18.8M -$48.1K -173 -0.3%
EWA
567
EP Wealth Advisors
California
$18.8M -$477K -1,715 -2%
CWM
568
Cabot Wealth Management
Massachusetts
$18.8M -$56.4K -203 -0.3%
AFG
569
Albion Financial Group
Utah
$18.8M +$18.8M +67,698 New
AL
570
Aspiriant LLC
California
$18.8M -$329K -1,183 -2%
ACM
571
Advisors Capital Management
New Jersey
$18.8M -$1.49M -5,366 -7%
Schroder Investment Management Group
572
Schroder Investment Management Group
United Kingdom
$18.7M -$123B -294,695 -100%
IAA
573
Independent Advisor Alliance
North Carolina
$18.6M +$70.9K +255 +0.4%
PA
574
Pinnacle Associates
New York
$18.6M +$196K +706 +1%
MRCM
575
M&R Capital Management
New Jersey
$18.5M +$539K +1,938 +3%
21 22
23
24 25