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 %
PAIM
726
Punch & Associates Investment Management
Minnesota
$12.2M +$46.4K +167 +0.4%
GWM
727
Geneos Wealth Management
Colorado
$12.2M -$14.6M -52,436 -55%
Qube Research & Technologies (QRT)
728
Qube Research & Technologies (QRT)
United Kingdom
$12.2M -$12.6M -45,488 -51%
ECM
729
Exchange Capital Management
Michigan
$12M +$70K +252 +0.6%
KOCAA
730
Knights of Columbus Asset Advisors
Connecticut
$12M +$223K +803 +2%
GW
731
GW & Wade
Massachusetts
$12M +$527K +1,896 +5%
NEWAS
732
N.E.W. Advisory Services
Wisconsin
$12M -$777K -2,793 -6%
Massachusetts Financial Services
733
Massachusetts Financial Services
Massachusetts
$11.9M -$1.25M -4,506 -10%
JWBC
734
J.W. Burns & Co
New York
$11.9M -$175K -629 -1%
BWM
735
Buckley Wealth Management
Nevada
$11.9M -$65.3K -235 -0.5%
GIA
736
GHP Investment Advisors
Colorado
$11.8M +$917K +3,300 +8%
AC
737
Alexandria Capital
Virginia
$11.8M -$385K -1,387 -3%
AIP
738
Ameritas Investment Partners
Nebraska
$11.8M -$235K -847 -2%
AF
739
Allworth Financial
California
$11.8M -$1.15M -4,131 -9%
SWM
740
Spire Wealth Management
Virginia
$11.8M -$23.7M -85,238 -67%
FNBT
741
FineMark National Bank & Trust
Florida
$11.7M -$136K -491 -1%
BCV
742
Banque Cantonale Vaudoise
Switzerland
$11.7M +$558K +2,007 +5%
CHAM
743
Clear Harbor Asset Management
Connecticut
$11.6M -$611K -2,197 -5%
EWM
744
Edge Wealth Management
New York
$11.6M +$13.6K +49 +0.1%
NS
745
Newman & Schimel
Illinois
$11.5M -$237K -853 -2%
BAPIM
746
British Airways Pensions Investment Management
United Kingdom
$11.4M – – –
ATC
747
Argent Trust Co
Tennessee
$11.3M +$220K +791 +2%
TFCP
748
Twin Focus Capital Partners
Massachusetts
$11.3M +$54.7K +197 +0.5%
FA
749
Financial Avengers
California
$11.3M +$15.3K +55 +0.1%
KA
750
KLCM Advisors
Wisconsin
$11.3M +$73.4K +264 +0.7%
28 29
30
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