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 %
TCM
751
Twin Capital Management
Pennsylvania
$11.3M +$42K +151 +0.4%
DSAM
752
Dock Street Asset Management
Florida
$11.2M -$81.4K -293 -0.7%
DIM
753
Delta Investment Management
California
$11.2M +$20K +72 +0.2%
MC
754
Middleton & Co
Massachusetts
$11.2M -$1.96M -7,039 -15%
P3I
755
Progeny 3 Inc
Washington
$11.1M +$1.64M +5,885 +17%
WRM
756
Weybosset Research & Management
Rhode Island
$11.1M -$234K -842 -2%
NC
757
Naman Capital
Brazil
$11.1M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
758
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.1M +$8.31M +29,900 +299%
HKIM
759
Hayek Kallen Investment Management
Alabama
$11.1M +$28.9K +104 +0.3%
MCM
760
McKinley Capital Management
Alaska
$11M -$867K -3,120 -7%
TRCT
761
Tower Research Capital (TRC)
New York
$11M -$37M -133,218 -77%
SFS
762
Summit Financial Strategies
Ohio
$11M +$1.71M +6,154 +18%
HF
763
HRT Financial
New York
$11M -$18.1M -65,142 -62%
SWM
764
Stockman Wealth Management
Montana
$10.9M +$457K +1,644 +4%
DT
765
Diversified Trust
Tennessee
$10.9M +$1.3M +4,674 +14%
ANBT
766
American National Bank & Trust
Texas
$10.9M -$102K -368 -0.9%
CA
767
Cornerstone Advisory
Maryland
$10.8M +$54.2K +195 +0.5%
IMRF
768
Illinois Municipal Retirement Fund
Illinois
$10.8M +$5.42M +19,519 +101%
ODCM
769
Old Dominion Capital Management
Virginia
$10.8M +$60.9K +219 +0.6%
ATIA
770
American Trust Investment Advisors
New Hampshire
$10.8M +$79.2K +285 +0.7%
AP
771
Arlington Partners
Alabama
$10.7M -$369K -1,329 -3%
CIA
772
Capital Investment Advisors
Georgia
$10.7M +$86.7K +312 +0.8%
KLI
773
Kelman-Lazarov Inc
Tennessee
$10.7M -$2.42M -8,699 -18%
CI Investments Inc
774
CI Investments Inc
Ontario, Canada
$10.7M -$897K -3,227 -8%
CA
775
Cumberland Advisors
Florida
$10.6M +$423K +1,523 +4%
29 30
31
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