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 %
AWM
626
Altavista Wealth Management
North Carolina
$15.9M +$376K +1,353 +2%
NRS
627
Neville Rodie & Shaw
New York
$15.9M -$37.5K -135 -0.2%
NCM
628
Novare Capital Management
North Carolina
$15.8M +$78.4K +282 +0.5%
Federated Hermes
629
Federated Hermes
Pennsylvania
$15.8M -$43.9M -157,923 -73%
CAM
630
Carret Asset Management
New York
$15.8M -$563K -2,025 -3%
MFAM
631
Motley Fool Asset Management
Virginia
$15.8M +$1.4M +5,033 +10%
MWM
632
Madison Wealth Management
Ohio
$15.8M -$10.3K -37 -0.1%
FWCM
633
Ferguson Wellman Capital Management
Oregon
$15.6M -$65.6K -236 -0.4%
SFS
634
Sowell Financial Services
Arkansas
$15.5M -$4.84M -17,429 -24%
SBL
635
Sargent Bickham Lagudis
Colorado
$15.5M -$207K -746 -1%
BU
636
BBVA USA
Alabama
$15.5M +$15.5M +55,701 New
MGIA
637
Moneta Group Investment Advisors
Missouri
$15.5M +$2.5M +8,993 +19%
BFIM
638
Beese Fulmer Investment Management
Ohio
$15.4M -$229K -823 -1%
WCM
639
Weik Capital Management
Pennsylvania
$15.4M +$171K +615 +1%
BEAM
640
Baker Ellis Asset Management
Washington
$15.4M -$19.2K -69 -0.1%
RI
641
Ridgewood Investments
New Jersey
$15.4M -$5.6M -20,141 -27%
GG
642
Greenwood Gearhart
Arkansas
$15.3M +$203K +729 +1%
GF
643
Gabelli Funds
New York
$15.3M – – –
FSA
644
Franklin Street Advisors
North Carolina
$15M -$603K -2,171 -4%
SWP
645
Stratos Wealth Partners
Ohio
$15M -$215K -774 -1%
HC
646
Hendley & Co
Ohio
$14.9M -$1.37M -4,922 -8%
FWM
647
Frontier Wealth Management
Missouri
$14.9M +$15.9K +82 +0.1%
AWM
648
Avior Wealth Management
Nebraska
$14.8M +$1.02M +3,668 +7%
PWLP
649
Prio Wealth Limited Partnership
Massachusetts
$14.8M -$883K -3,178 -6%
MCP
650
Mirador Capital Partners
California
$14.8M +$588K +2,116 +4%
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