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 %
VIMU
1001
Veritas Investment Management (UK)
United Kingdom
$6.38M +$888K +3,195 +16%
FIB
1002
First Interstate Bank
Montana
$6.38M +$6.38M +22,951 New
APW
1003
Aurora Private Wealth
New Jersey
$6.38M +$500K +1,800 +9%
EF
1004
Empirical Finance
Pennsylvania
$6.35M +$779K +2,802 +14%
ZF
1005
Zhang Financial
Michigan
$6.35M -$41.1K -148 -0.6%
AF
1006
Arrow Financial
New York
$6.32M -$95K -342 -1%
FTDI
1007
First Trust Direct Indexing
Massachusetts
$6.32M +$3.12M +11,239 +98%
RWP
1008
RWA Wealth Partners
Massachusetts
$6.32M -$2.5K -9 -0%
CI
1009
Conning Inc
Connecticut
$6.29M -$840K -3,023 -12%
SKK
1010
Shepherd Kaplan Krochuk
Massachusetts
$6.26M -$278K -1,000 -4%
BBA
1011
BLB&B Advisors
Pennsylvania
$6.26M +$126K +452 +2%
PIMG
1012
Patriot Investment Management Group
Tennessee
$6.23M +$45.3K +163 +0.7%
LCS
1013
Levin Capital Strategies
New York
$6.21M -$1.21M -4,371 -16%
VLC
1014
Van Leeuwen & Company
New Jersey
$6.19M -$957K -3,416 -13%
MOS
1015
MGO One Seven
Ohio
$6.19M +$246K +884 +4%
TFA
1016
Teamwork Financial Advisors
Texas
$6.18M +$4.76M +17,129 +336%
GA
1017
GFS Advisors
Texas
$6.17M – – –
CQS
1018
Credential Qtrade Securities
$6.16M +$299K +1,076 +5%
LS
1019
Livforsakringsbolaget Skandia
Sweden
$6.16M +$639K +2,300 +12%
RA
1020
Riverstone Advisors
Texas
$6.15M +$52K +187 +0.9%
PWP
1021
Principle Wealth Partners
Connecticut
$6.14M +$118K +425 +2%
IC
1022
Inscription Capital
Texas
$6.14M +$5.4M +19,443 +735%
Nomura Holdings
1023
Nomura Holdings
Japan
$6.13M +$3.26M +11,686 +113%
AC
1024
Alley Company
Illinois
$6.12M +$220K +792 +4%
CWM
1025
Chronos Wealth Management
Florida
$6.12M -$4.72K -17 -0.1%
39 40
41
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