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 %
SIMM
1201
Stillwater Investment Management (Minnesota)
Minnesota
$4.39M -$15.6K -56 -0.4%
NP
1202
NorthRock Partners
Minnesota
$4.38M +$61.1K +220 +1%
SC
1203
Slow Capital
California
$4.38M +$111K +401 +3%
FPS
1204
Fieldpoint Private Securities
Connecticut
$4.38M -$1.4M -4,840 -24%
HBWM
1205
Hollow Brook Wealth Management
New York
$4.37M -$22.2K -80 -0.5%
PMFA
1206
Plante Moran Financial Advisors
Michigan
$4.36M +$1.04M +3,741 +31%
BFC
1207
Blue Fin Capital
Rhode Island
$4.35M +$14.5K +52 +0.3%
AUB
1208
Atlantic Union Bankshares
Virginia
$4.3M +$689K +2,480 +19%
BHB
1209
Bank Hapoalim BM
Israel
$4.28M +$76.1K +274 +2%
WC
1210
Woodstock Corp
Massachusetts
$4.28M +$79.5K +286 +2%
IIC
1211
Ironwood Investment Counsel
Arizona
$4.28M +$226K +814 +6%
CFFP
1212
Center for Financial Planning
Michigan
$4.28M -$19.5K -70 -0.5%
APP
1213
Avantax Planning Partners
Iowa
$4.27M -$49.2K -177 -1%
CWA
1214
Clarity Wealth Advisors
California
$4.26M +$153K +549 +4%
1SB
1215
1ST Source Bank
Indiana
$4.25M -$4.72K -17 -0.1%
WC
1216
Weil Company
California
$4.25M +$278K +1,000 +7%
BCM
1217
Breiter Capital Management
Florida
$4.24M +$383K +1,377 +10%
LS
1218
Leelyn Smith
Illinois
$4.23M -$224K -807 -5%
CWC
1219
Carolinas Wealth Consulting
North Carolina
$4.23M +$121K +435 +3%
TI
1220
Truepoint Inc
Ohio
$4.23M +$19.2K +28 +0.5%
DI
1221
DAGCO Inc
Ohio
$4.22M +$26.1K +94 +0.6%
BAM
1222
Berkshire Asset Management
Pennsylvania
$4.21M -$258K -929 -6%
ACP
1223
Aviance Capital Partners
Florida
$4.21M – – –
UHC
1224
Union Heritage Capital
Michigan
$4.2M – – –
TPA
1225
Trivium Point Advisory
Connecticut
$4.19M +$12K +43 +0.3%
47 48
49
50 51