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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 %
WA
1026
WestEnd Advisors
North Carolina
$6.11M – – –
PS
1027
Pensionfund Sabic
Netherlands
$6.11M – – –
MIP
1028
Marietta Investment Partners
Wisconsin
$6.11M – – –
IWC
1029
Integrated Wealth Concepts
Massachusetts
$6.09M +$670K +2,411 +12%
BP
1030
Ballentine Partners
Massachusetts
$6.07M -$13.6K -49 -0.2%
GAM
1031
Grandview Asset Management
Pennsylvania
$6.06M +$2.15M +7,730 +55%
SFG
1032
SageGuard Financial Group
Tennessee
$6.06M -$964K -3,468 -14%
RAM
1033
Redmond Asset Management
Virginia
$6.05M -$58.9K -212 -1%
BA
1034
Bristlecone Advisors
Washington
$6.05M -$36.1K -130 -0.6%
WANY
1035
Wealthspire Advisors (New York)
New York
$6.03M -$7.23M -26,001 -55%
PA
1036
Perennial Advisors
New York
$6.02M +$99.5K +358 +2%
JIC
1037
Joel Isaacson & Co
New York
$6M +$120K +430 +2%
CCM
1038
Coldstream Capital Management
Washington
$6M +$398K +1,432 +7%
FMWA
1039
Forvis Mazars Wealth Advisors
Missouri
$5.97M -$621K -2,235 -9%
HCM
1040
Harvey Capital Management
Florida
$5.97M -$346K -1,245 -5%
BFIC
1041
Bedell Frazier Investment Counselling
California
$5.96M -$6.9M -24,820 -54%
SWM
1042
Salvus Wealth Management
New Jersey
$5.95M -$309K -1,102 -5%
ASFA
1043
All Season Financial Advisors
Colorado
$5.95M +$5.95M +21,409 New
GC
1044
Gratus Capital
Georgia
$5.93M -$2.05M -7,365 -26%
LSWM
1045
Lorne Steinberg Wealth Management
Canada
$5.92M +$67.8K +244 +1%
MF
1046
Montis Financial
Massachusetts
$5.92M +$50.3K +181 +0.9%
WGCA
1047
Wolf Group Capital Advisors
Virginia
$5.89M +$113K +406 +2%
HFS
1048
Hantz Financial Services
Michigan
$5.88M +$63.9K +230 +1%
DWP
1049
Destiny Wealth Partners
Florida
$5.86M -$30K -108 -0.5%
BPM
1050
Bowling Portfolio Management
Ohio
$5.85M +$838K +3,016 +17%
40 41
42
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