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 %
PGAM
976
Princeton Global Asset Management
New Jersey
$6.67M -$117K -420 -2%
MCM
977
Moore Capital Management
New York
$6.67M -$695K -2,500 -9%
CEI
978
Clark Estates Inc
New York
$6.67M – – –
ANTB
979
AMG National Trust Bank
Colorado
$6.65M -$2.26M -8,116 -25%
SWA
980
SOA Wealth Advisors
New York
$6.64M -$490K -1,762 -7%
WA
981
Wealth Architects
California
$6.63M +$62.3K +224 +0.9%
LA
982
LVW Advisors
New York
$6.62M +$38.9K +140 +0.6%
GP
983
Geneva Partners
Wisconsin
$6.62M +$200K +720 +3%
MSAM
984
Moloney Securities Asset Management
Missouri
$6.61M -$2.97M -10,684 -31%
FIM
985
Freedom Investment Management
Connecticut
$6.59M -$278K -1,001 -4%
SYBT
986
Stock Yards Bank & Trust
Kentucky
$6.54M -$238K -856 -4%
ECM
987
Evergreen Capital Management
Washington
$6.54M -$65.9K -237 -1%
CL
988
Choreo LLC
Illinois
$6.53M +$219K +788 +3%
Barrow, Hanley, Mewhinney & Strauss
989
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.52M -$1.73M -6,216 -21%
SIA
990
SeaBridge Investment Advisors
New Jersey
$6.52M -$234K -843 -3%
HWM
991
HFR Wealth Management
New York
$6.49M +$6.49M +23,360 New
FHA
992
First Horizon Advisors
Tennessee
$6.46M +$1.12M +4,048 +21%
MAFM
993
Mid Atlantic Financial Management
Pennsylvania
$6.44M +$673K +2,420 +12%
FG
994
Foster Group
Iowa
$6.43M +$2.02M +7,267 +46%
MPM
995
Meritage Portfolio Management
Kansas
$6.41M +$170K +611 +3%
AC
996
Annandale Capital
Texas
$6.39M +$552K +1,985 +9%
TPW
997
Tiller Private Wealth
Pennsylvania
$6.39M -$417K -1,499 -6%
PCIA
998
Prime Capital Investment Advisors
Kansas
$6.39M +$2.08M +7,494 +48%
PAS
999
Park Avenue Securities
New York
$6.38M +$530K +1,906 +9%
ISB
1000
Iowa State Bank
Iowa
$6.38M – – –
38 39
40
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