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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 %
JWCA
926
J.W. Cole Advisors
Florida
$7.5M +$800K +2,878 +12%
SRC
927
Stone Run Capital
New York
$7.47M -$41.7K -150 -0.6%
CIM
928
Courant Investment Management
Tennessee
$7.47M – – –
LA
929
LFL Advisers
Illinois
$7.46M – – –
CP
930
Castleview Partners
Texas
$7.46M +$7.46M +26,831 New
DBT
931
Dubuque Bank & Trust
Iowa
$7.41M -$531K -1,912 -7%
AFA
932
Arlington Financial Advisors
California
$7.38M +$673K +2,421 +10%
GFA
933
Gifford Fong Associates
California
$7.37M – – –
KFGK
934
Keystone Financial Group (Kentucky)
Kentucky
$7.36M +$25.3K +91 +0.3%
PCA
935
Pallas Capital Advisors
Massachusetts
$7.35M +$1.29M +4,645 +21%
TGAM
936
TBH Global Asset Management
Tennessee
$7.35M -$8.06K -29 -0.1%
TC
937
Telemus Capital
Michigan
$7.35M +$53.9K +194 +0.7%
FTC
938
Farmers Trust Company
Ohio
$7.34M -$166K -596 -2%
HI
939
Harbour Investments
Wisconsin
$7.33M +$200K +719 +3%
GT
940
Glenview Trust
Kentucky
$7.29M +$1.31M +4,709 +22%
MYAM
941
Meiji Yasuda Asset Management
Japan
$7.26M -$67K -241 -0.9%
GA
942
Greenhaven Associates
New York
$7.22M -$75.4M -271,147 -91%
AAM
943
Auxier Asset Management
Oregon
$7.21M -$25K -90 -0.3%
AF
944
Advisornet Financial
Minnesota
$7.21M +$571K +2,056 +9%
MBTD
945
Mechanics Bank - Trust Department
California
$7.2M -$152K -546 -2%
SC
946
Savant Capital
Illinois
$7.15M +$247K +889 +4%
SAM
947
Strategy Asset Managers
California
$7.15M -$57.5K -207 -0.8%
EM
948
Excalibur Management
Massachusetts
$7.11M +$73.6K +265 +1%
KFA
949
Kelleher Financial Advisors
New York
$7.09M +$2.57M +9,252 +57%
RMAM
950
Raab & Moskowitz Asset Management
New Jersey
$7.06M +$227K +818 +3%
36 37
38
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