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 %
AWA
1076
ARS Wealth Advisors
Florida
$5.6M -$131K -472 -2%
ACM
1077
Azimuth Capital Management
Michigan
$5.58M +$11.1K +40 +0.2%
SWA
1078
Stratos Wealth Advisors
Ohio
$5.58M -$77.5K -279 -1%
CT
1079
Cambridge Trust
Massachusetts
$5.57M +$400K +1,440 +8%
P
1080
Pitcairn
Pennsylvania
$5.56M -$76.4K -275 -1%
AF
1081
Ally Financial
Michigan
$5.56M – – –
RIM
1082
Redwood Investment Management
Arizona
$5.55M +$944K +3,395 +20%
SLA
1083
Silver Lake Advisory
Utah
$5.54M -$125K -442 -2%
LFAS
1084
Level Four Advisory Services
Texas
$5.54M +$184K +662 +3%
BFEC
1085
Benjamin F. Edwards & Company
Missouri
$5.52M -$28.9K -104 -0.5%
WIC
1086
Woodmont Investment Counsel
Tennessee
$5.49M -$242K -871 -4%
SLI
1087
Sumitomo Life Insurance
Japan
$5.48M -$809K -2,912 -13%
IEFM
1088
IQ EQ Fund Management
Ireland
$5.48M -$640K -2,302 -10%
POIA
1089
Pin Oak Investment Advisors
Texas
$5.48M -$68.1K -245 -1%
CAM
1090
Cypress Asset Management
Texas
$5.46M +$1.49M +5,353 +37%
TCOO
1091
Trust Company of Oklahoma
Oklahoma
$5.44M -$116K -419 -2%
OFG
1092
Oxford Financial Group
Indiana
$5.44M +$17.5K +63 +0.3%
EIP
1093
Ellis Investment Partners
Pennsylvania
$5.44M +$27.8K +100 +0.5%
FB
1094
Fulton Bank
Pennsylvania
$5.43M +$300K +1,081 +6%
SFI
1095
Susquehanna Fundamental Investments
Pennsylvania
$5.42M -$3.86M -13,900 -42%
WG
1096
Welch Group
Alabama
$5.39M +$307K +1,103 +6%
SIM
1097
Sentry Investment Management
Wisconsin
$5.38M -$1.53M -5,493 -22%
LWAC
1098
Laurel Wealth Advisors (California)
California
$5.37M +$94.8K +341 +2%
IB
1099
Intrust Bank
Kansas
$5.36M -$23.6K -85 -0.4%
22CM
1100
20/20 Capital Management
California
$5.36M -$181K -650 -3%
42 43
44
45 46