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 %
SC
776
Stolper & Co
Oklahoma
$10.6M +$74.2K +267 +0.7%
FNT
777
First National Trust
Pennsylvania
$10.5M +$192K +692 +2%
WC
778
Whitney & Co
New York
$10.5M +$171K +615 +2%
SGCA
779
Steel Grove Capital Advisors
Tennessee
$10.5M -$96.7K -348 -0.9%
FPCM
780
Financial Partners Capital Management
New York
$10.4M -$1.13M -4,051 -10%
CCA
781
Covey Capital Advisors
Georgia
$10.4M -$9.57M -37,441 Closed
PLFAM
782
Pineno Levin & Ford Asset Management
Virginia
$10.4M -$26.4K -95 -0.3%
FFG
783
Frisch Financial Group
New York
$10.4M -$128K -462 -1%
BCM
784
Bridgeway Capital Management
Texas
$10.3M -$556K -2,000 -5%
MC
785
Muhlenkamp & Co
Pennsylvania
$10.3M +$16.1K +58 +0.2%
OIA
786
OneDigital Investment Advisors
Kansas
$10.2M +$1.54M +5,547 +18%
MIAN
787
Mariner Independent Advisor Network
Kansas
$10.1M -$238K -856 -2%
PFM
788
Patton Fund Management
Texas
$10.1M +$120K +432 +1%
CA
789
Clearstead Advisors
Ohio
$10.1M +$196K +705 +2%
KTM
790
Keeler Thomas Management
Utah
$10.1M -$247K -889 -2%
FFWA
791
FRG Family Wealth Advisors
Washington
$10.1M +$159K +572 +2%
SAM
792
Summit Asset Management
Tennessee
$10M -$57K -205 -0.6%
RCM
793
RB Capital Management
Nevada
$9.99M +$127K +458 +1%
PAM
794
Private Asset Management
California
$9.99M -$217K -781 -2%
MCM
795
Manchester Capital Management
Vermont
$9.98M +$1.07M +3,850 +12%
WWM
796
Western Wealth Management
Colorado
$9.96M +$145K +520 +1%
BS
797
Boenning & Scattergood
Pennsylvania
$9.96M -$139K -500 -1%
MWM
798
Mission Wealth Management
California
$9.95M +$1.67K +6 +0%
HAG
799
HighPoint Advisor Group
Illinois
$9.95M +$205K +737 +2%
WS
800
Wedbush Securities
California
$9.94M +$111K +398 +1%
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