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 %
PJSIMP
1101
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.35M -$532K -1,910 -9%
AI
1102
AXS Investments
New York
$5.34M -$116K -416 -2%
NB
1103
NBT Bank
New York
$5.34M -$76.2K -274 -1%
MWM
1104
Meridian Wealth Management
Kentucky
$5.34M +$1M +3,609 +23%
GVAG
1105
Great Valley Advisor Group
Delaware
$5.34M +$2.44M +8,819 +84%
BONH
1106
Bank of New Hampshire
New Hampshire
$5.34M +$5.34M +19,210 New
WCA
1107
Waratah Capital Advisors
Ontario, Canada
$5.32M -$19.5M -70,126 -79%
IIA
1108
IPG Investment Advisors
California
$5.3M -$249K -895 -4%
AWM
1109
Apollon Wealth Management
South Carolina
$5.29M -$20.6K -74 -0.4%
BPC
1110
Banque Pictet & Cie
Switzerland
$5.28M +$889K +3,200 +20%
ECM
1111
ExodusPoint Capital Management
New York
$5.25M -$3.73M -13,422 -42%
TU
1112
TDAM USA
Ontario, Canada
$5.22M -$1.4M -5,039 -21%
LWM
1113
Laidlaw Wealth Management
New York
$5.21M +$5.21M +18,743 New
RWA
1114
Ropes Wealth Advisors
Massachusetts
$5.2M -$148K -532 -3%
JSC
1115
Jackson Square Capital
California
$5.2M +$5.56K +20 +0.1%
PK
1116
Pflug Koory
Nebraska
$5.18M +$411K +1,480 +9%
WA
1117
WBH Advisory
Maryland
$5.18M -$12.8K -46 -0.2%
DLA
1118
Douglas Lane & Associates
New York
$5.17M +$140K +502 +3%
TPCW
1119
TD Private Client Wealth
New York
$5.12M -$1.01M -3,630 -16%
MWA
1120
Moser Wealth Advisors
Washington
$5.1M +$48.6K +175 +1%
BSI
1121
Bennett Selby Investments
Maine
$5.09M +$227K +818 +5%
PBC
1122
Pavion Blue Capital
California
$5.09M -$180K -647 -3%
BFC
1123
Bedel Financial Consulting
Indiana
$5.08M +$125K +451 +3%
HCP
1124
Holt Capital Partners
Texas
$5.05M +$97.3K +350 +2%
IWP
1125
Icon Wealth Partners
Texas
$5.05M -$8.62K -31 -0.2%
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