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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 %
RIA
1126
Realta Investment Advisors
Delaware
$5.04M +$1.67K +6 +0%
BC
1127
Blackhill Capital
New Jersey
$5.03M – – –
CIC
1128
Crawford Investment Counsel
Georgia
$5.03M -$1.02M -3,682 -17%
RDWM
1129
Red Door Wealth Management
Tennessee
$5.02M +$325K +1,170 +7%
WPP
1130
Whalerock Point Partners
Rhode Island
$5.02M +$83.4K +300 +2%
RA
1131
Royce & Associates
New York
$5M +$139K +500 +3%
ACM
1132
AKRE Capital Management
Virginia
$4.99M – – –
TIM
1133
Tortoise Investment Management
New York
$4.98M -$77.5K -279 -2%
PCM
1134
Pointe Capital Management
Michigan
$4.98M -$159K -572 -3%
CWM
1135
Circle Wealth Management
New Jersey
$4.98M -$190K -682 -4%
AF
1136
Aldebaran Financial
$4.96M -$19.5K -70 -0.4%
ETC
1137
Exchange Traded Concepts
Oklahoma
$4.96M -$2.82M -10,159 -36%
CCM
1138
Corsair Capital Management
New York
$4.95M – – –
LWANC
1139
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.93M -$15.3K -55 -0.3%
TFS
1140
TrustCore Financial Services
Tennessee
$4.92M +$278 +1 +0%
SACTSONJ
1141
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.92M – – –
AC
1142
Abbrea Capital
California
$4.91M +$87K +313 +2%
CP
1143
Clayton Partners
California
$4.89M +$60.3K +217 +1%
LSAG
1144
Lake Street Advisors Group
New Hampshire
$4.89M -$40.1K -138 -0.8%
SCM
1145
Stonebridge Capital Management
California
$4.88M +$160K +575 +3%
BCA
1146
Berman Capital Advisors
Georgia
$4.87M +$395K +1,422 +9%
WB
1147
WesBanco Bank
West Virginia
$4.84M -$428K -1,540 -8%
IAN
1148
Integrated Advisors Network
Texas
$4.83M +$36.4K +131 +0.8%
FMC
1149
First Merchants Corp
Indiana
$4.83M +$62.2K +224 +1%
WAP
1150
Wealthcare Advisory Partners
Pennsylvania
$4.82M +$449K +1,615 +10%
44 45
46
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